So You’ve Been Named the Trustee of a Trust…Now What?
Many of you who have been asked by a family member of close friend to serve as the trustee of a trust are honored that
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about the areas of family wealth succession and preservation.

about the areas of family wealth succession and preservation.
Many of you who have been asked by a family member of close friend to serve as the trustee of a trust are honored that
We know that no one likes to think about death, especially their own. Which is why many people procrastinate when it comes to estate planning.
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs,
We are fast approaching the holidays, when travel is the busiest and careful planning is necessary to nab the best airfare or book that New
If you came to this page to find out what I’ll charge you for a Will or you are considering calling me (or any other
A recent Economist article says a “perfect storm” of the poor economy of the past few years, resulting in fewer job prospects for college grads
In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Marriage Act (DOMA). The Windsor ruling has led
Three-day weekends like the Labor Day just passed give us all the tiniest snippet of a glimpse into what retirement might be like…i.e., extra time
Remember that old joke: How do you eat an elephant? Answer: One bite at a time. At the heart of that gag is the
Beyond the emotional impact that divorce can have on couples of any age that decide to split, it can have a potentially devastating effect
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself
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.