by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Health Care Directive, Real Property / Real Estate, Retirement
Strategic Real Estate Shifts: Preparing for Life’s Changes In anticipation of his health decline, Bruce Willis strategically offloaded nearly $65 million worth of luxury properties, a move that insiders say reflects a deliberate preparation for a shift in...
by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Trusts, Wills
Jeffrey Epstein’s signing of a Will two days before his suicide leaves many legal issues that I hypothesize will take more than a decade to decide. By creating a “pour-over Will” into a trust he created, we know that he has planned for privacy regarding who are his...
by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial
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 the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s...
by Trust Counsel | Jan 3, 2024 | Articles, Celebrity Estates
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 legacy, unveils a distinctive approach to wealth distribution that intricately weaves cause...
by Trust Counsel | Nov 22, 2023 | Articles
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 have left us, but his legacy, along with his bankable character, lives on,...
by Trust Counsel | Nov 17, 2023 | Articles, Asset Protection, Family, Financial, IRAs / 401(k), Retirement, Special Needs Planning, Uncategorized, Wills
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 if you’re part of a blended family. Read more… What You Must Know About Your Right to Your Spouse’s Retirement...
