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  • Who We Are
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  • Who You Are
    • Families
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    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
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  • Resources
    • Blog
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    • FAQs – Trust Funding
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  • Careers
Master the Art of Hiring: Interview Techniques to Find Team Members That Last – Part 1

Master the Art of Hiring: Interview Techniques to Find Team Members That Last – Part 1

by Trust Counsel | Jun 28, 2023 | Articles, Business Succession, Estate Planning, Financial

If you’re looking to expand your business or free up your time (or both), the best thing you can do is hire support. When hiring, you need team members you can count on to run your business when you aren’t there – an essential component of being a successful...
Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

by Trust Counsel | Jun 28, 2023 | Articles, Estate Planning, Family, Financial, Inheritance, Probate, Trusts, Wills

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the...
The Small Business Partner You Didn’t Know You Wanted: Comprehensive Legal Support that Won’t Break the Bank

The Small Business Partner You Didn’t Know You Wanted: Comprehensive Legal Support that Won’t Break the Bank

by Trust Counsel | Jun 28, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Financial

As a small business owner, you may feel as if you’re facing the world alone at times. Unlike a large company would, I’m willing to bet you don’t have a team of lawyers or an in-house general counsel to support you as you navigate the complexities of running a...
Stephen “tWitch” Boss Dies Without a Will

Stephen “tWitch” Boss Dies Without a Will

by Trust Counsel | Jun 27, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Inheritance, Probate, Trusts, Wills

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage on So You Think You Can Dance and as a producer and frequent guest host on The Ellen Degeneres Show. Boss...
Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 1

Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 1

by Trust Counsel | Jun 27, 2023 | Articles, Business Succession, Financial, Trusts, Wills

As a small business owner, you wear a lot of hats and probably work a lot of hours to get it all done… and you still have a lot left on your plate. Until you’re ready to hire on more help (let’s talk about that soon!), you can leverage simple-to-use, free...
Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

by Trust Counsel | Jun 26, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Retirement, Trusts, Wills

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved...
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