FREE REPORT: 5 Things to Know Before Hiring a Personal or Estate Planning Lawyer

by Trust Counsel | Feb 7, 2025 | Articles, Estate Planning

When it comes to protecting your family, your assets, and your future, choosing the right estate planning attorney is one of the most important decisions you will ever make. But with so many options out there, how do you know who to trust? The wrong choice could lead...

Florida Homestead Exemption: Deadline For First-Time Filers & Updates

by Trust Counsel | Feb 6, 2025 | Articles, Estate Tax

One of the biggest benefits of living in Florida is the Homestead Exemption, which reduces the taxable value of your primary residence. Recent legislative changes have enhanced the Homestead Exemption, further bringing down yearly property taxes for Florida...

Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future

by Trust Counsel | Jan 31, 2025 | Articles, Asset Protection

When you create an estate plan that includes a living trust, you’ve taken an essential step toward protecting your home and family from the cost of court. However, many people don’t realize that placing their home in a trust requires updating their...

National Unclaimed Property Day: Why Estate Planning is More Than Just Documents

by Trust Counsel | Jan 24, 2025 | Articles, Estate Planning

Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking...

2025 Tax Year Estate Planning Related Tax Exemption Figures

by Trust Counsel | Dec 30, 2024 | Articles, Estate Tax

While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) basis. Because fairly high inflation continued during 2024, we reap the rewards of higher-than-normal increases in...

Year-End Options for Giving to Charity

by Trust Counsel | Dec 27, 2024 | Articles, Estate Planning

The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a...