by Trust Counsel | May 16, 2019 | Articles
With the birth of the Duchess of Sussex’s new baby, Archie Harrison Mountbatten-Windsor, some attention has been given to the tax consequences of becoming a U.S. citizen, as the new royal baby automatically acquired citizenship by virtue of being born to a U.S....
by Trust Counsel | May 16, 2019 | Articles
Say what? Yes, you read correctly. Baby Archie (or Baby Sussex, as the media has affectionately named him), the newest British royal family member, is likely subject to America’s far-reaching tax system. In May last year, we previously wrote about how Meghan Markle,...
by Trust Counsel | May 10, 2019 | Articles, Financial, Scams
3 Warning Signs of a Financial Scam Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital world, where practically every shred of data related to your...
by Trust Counsel | May 3, 2019 | Articles, Estate Planning, Guardianship, Kids Protection Planning, Probate, Vacation / Travel
4 Critical Estate Planning Tasks to Complete Before Going on Vacation Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the...
by Trust Counsel | May 2, 2019 | Articles, Family
In 2008, Britney Spears was placed under the guardianship of her father, Jamie Spears, and attorney, Andrew M. Wallet, after addiction and mental illness sent her spiraling out of control. To this day, the guardianship remains in place. And now, rumor has it that...
by Trust Counsel | May 2, 2019 | Articles
Investors nationwide have been on the fence waiting for clarity regarding Opportunity Zones (O-Zone). The long-awaited o-zone second set of regulations were released on April 17, 2019, having investors, real estate developers and communities excited. But what are the...
