Father Knows Best: Avoiding Common Estate Planning Pitfalls

by Trust Counsel | Jun 7, 2024 | Articles, Estate Planning, Family, High Net Worth, Inheritance, Trusts, Wills

If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. So this Father’s...

Crafting a Lasting Legacy with Estate Planning

by Trust Counsel | May 31, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Wills

Legacy isn’t just about money or wealth. As my mentor Ali Katz says: “Legacy is the choices you make now, the actions you take now, the way of being you are now, and the ripple of impact beyond your lifetime.”Legacy includes capturing your life stories, passing on...

Estate Planning and Insurance: Why They Go Hand-in-Hand

by Trust Counsel | May 22, 2024 | Articles, Asset Protection, Estate Planning

Estate planning is more than just writing a will or creating a trust. It’s about safeguarding your assets and ensuring that your loved ones are taken care of after you’re gone. While an estate plan lays the groundwork, insurance serves as a vital shield against...

Dune: How Its Author’s Sudden Death Left Dune 7 Buried in the Sand

by Trust Counsel | May 22, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Family, High Net Worth, Inheritance

The new sci-fi movie franchise “Dune” has captivated audiences with “Dune: Part One” and its sequel, “Dune: Part Two”. While it’s not the first adaptation of Frank Herbert’s legendary work, these latest films have...

10 Steps to Take Now to Secure a Comfortable Retirement: Part 1

by Trust Counsel | May 10, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance

Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. Since May is Older Americans Awareness Month, it’s the perfect opportunity to explore 10 steps you can...

Anne Heche Estate: An Ongoing Legal Quagmire

by Trust Counsel | May 8, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, High Net Worth, Inheritance

The sudden passing of actress Anne Heche in August 2022 left behind a legacy of film and television work. However, it also led to a complex and contentious legal situation, primarily due to the absence of a will. For a detailed overview of the initial legal...