by Trust Counsel | Mar 12, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Inheritance, Kids Protection Planning
Photo by Provincial Archives of Alberta on Unsplash Welcome back! In the previous installment on Lady Di’s inspiring story, we delved into her cultural impact and how she transformed the way society viewed the monarchy. We have so much more to share that...
by Trust Counsel | Mar 8, 2024 | Articles, Celebrity Estates, Family
Photo by Provincial Archives of Alberta on Unsplash Welcome, dear Planners, to our special series celebrating Women’s History Month. Today, we shine a spotlight on the remarkable Princess Diana, a woman whose legacy continues to inspire and captivate the world....
by Trust Counsel | Mar 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Trusts, Wills
Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed...
by Trust Counsel | Mar 7, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Trusts
On Women’s Day, we memorialize those women who inspired us and paved the way for others. We’ll explore the captivating stories of Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt. And while we can learn a great deal from their...
by Trust Counsel | Mar 1, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Inheritance
14 Ways to Show Your Finances Some Love This Year – Part 2Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:Make a Qualified Charitable Distribution (QCD)Front-load Your 401(k)...
by Trust Counsel | Feb 23, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning
14 Ways to Show Your Finances Some Love This Year – Part 1 Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves...
