My Top 4 Myths About Trusts
Lately in the news I have been hearing lots of common myths popping up (courtesy of Gloria Vanderbilt and Sting both declaring that they DO NOT want to
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.
Forget What You’ve Heard. Estate Planning is For Everyone.
Some people think that an estate is something only wealthy people have so only they should be concerned with estate planning. That misconception has caused
Don’t Trust Your Kids with Money? You Need a Trust.
While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition
Casey Kasem’s Dead Body Missing
As discussed in a previous newsletter article, Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on
Casey Kasem’s Estate Planning Not in Anyone’s Top 40
As discussed in a previous newsletter article, Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on
Florida is “Probate Friendly”? Yeah Right!
Some people claim that FLORIDA is a “probate friendly” state and therefore, families don’t need to avoid probate. I’ve even heard some lawyers (that clearly
The Family Business Succession Plan
Do you own a family business? If so, you’re in very good company. More than 90% of U.S. businesses are family businesses. Out of the
Shocker: I Hate Estate Planning!!!!!!
Yes, I know. It’s shocking… The gal that’s in love with her practice actually hates the words “estate planning”. I hate estate planning because it conjures up
DIY Estate Planning is a Terrible Idea…
I have written before about the risks of do-it-yourself estate planning and explained how people who use these methods end up with a false sense of security.
How Steve Jobs Planned (And Protected) His Estate
After the death of Steve Jobs the rumors started circulating that he was so smart that he even knew how to avoid paying estate taxes better than
Supreme Court Rules That Inherited IRAs Are Not Protected
It is not often that the Supreme Court provides a clear rule on any aspect of Estate or Financial planning (or even graces our niche
Inherited IRA Distributions Made Simple…or At Least I Thought So…
Whether you’re inheriting an IRA or aiming to protect your own heirs, you’ve got to learn to dance the IRS jig. Under normal circumstances, barring
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.