Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of
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.
A Fortune’s Unlikely Heirs: Hermès Successor, Devoid of Offspring, Chooses Former Gardener, and Handyman as Beneficiaries for Half of $12 Billion Wealth, Reports Reveal
In a fascinating exploration of the intersection between personal relationships and meticulous estate planning, the narrative of Nicolas Puech, an heir to the esteemed Hermès
Should Your Business Be Using Non-Disclosure Agreements?
Should Your Business Be Using Non-Disclosure Agreements? At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies
The Million-Dollar Question: Who’s Next in Line for Matthew Perry’s ‘Friends’ Residuals?
The Million-Dollar Question: Who’s Next in Line for Matthew Perry’s ‘Friends’ Residuals? Matthew Perry, the inimitable Chandler Bing from the iconic TV show Friends, may
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning
Transition to Adulthood: What Happens When My Child Turns 18
This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions
LIFT Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 2
Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 2 Last week we looked at four methods you can use to
8 Things To Do Now to Lower Your 2023 Taxes – Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such
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.