How You Can Avoid Being Taken Advantage of Once You Become Elderly
A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age
ARTICLES
ARTICLES
Everything you need to know
about the areas of family wealth succession and preservation.
Everything you need to know
about the areas of family wealth succession and preservation.
How to Tell If It Is Time to Change Your Will
Current research shows that only about half of Americans have a will, and probably less than that have changed their wills when certain life circumstances
How to Fund Your Trust to Avoid Probate
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all
Remember the “Joe Robbie” Stadium?
Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business
What the Hell is “Charging Order” Protection?
My friend Marty, a very sassy CPA friend of mine once said to me that “LLC” stood for “Lawyer’s Likely Choice.” At first I laughed
What Families Need to Know About Debt After Death
The poverty rate among seniors is rising, giving rise to the question of whether or not it is possible to inherit debt. In general, when
5 Things You Need to Know Before You Name Beneficiaries
Once you have chosen the people you want to receive any of your assets — either from a will, a trust, a life insurance policy
Family Loans Must Be Made Properly to Avoid Tax Repercussions
The recession made many parents and grandparents into personal bankers, making loans to strapped children or grandchildren to help them cope with unemployment or other
Debunking 4 Common Myths About Gift Taxes
April 15 is not only the deadline for filing your state and federal income tax returns, but also the deadline for filing gift tax returns
A Duty Checklist for Trustees of a Trust
It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and
10 Items That Should Be Evaluated During an Estate Plan Review
Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning attorney every few years to ensure that the goals
The Importance of Providing for Incapacity in Your Estate Plan
Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume responsibility for the property or the personal
About Trust Counsel
We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
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About Trust Counsel
We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
Sign up for our newsletter
Get our most popular content sent straight to your inbox from the team behind the scenes.