One Mistake Cost His Children $400,000 of an IRA Inheritance
Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors to make sure his children received the balance of
SE HABLA ESPAÑOL
SE HABLA ESPAÑOL
about the areas of family wealth succession and preservation.
about the areas of family wealth succession and preservation.
Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors to make sure his children received the balance of
As people live longer, the chances of experiencing incapacity increase, and the advance health care directive becomes ever more crucial in avoiding disputes and providing
James Gandolfini, who won three Emmy awards portraying mob-boss Tony Soprano for eight years on HBO’s The Sopranos, died on June 19th, 2013 in a
When news breaks that multiple celebrities within a month’s time are cutting their kids out of their estate plans, it’s not hard to see which
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
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
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
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
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
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
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
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
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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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.
Get our most popular content sent straight to your inbox from the team behind the scenes.