by Trust Counsel | Oct 18, 2024 | Articles, Asset Protection, Probate
DIY wills are becoming more popular as legal services become easier to access online. But before you turn to an online service—or even a cheap lawyer—there are some critical things you need to know.While these services make legal help more accessible, they can also...
by Trust Counsel | Sep 30, 2024 | Articles, Asset Protection, Estate Planning
If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But do you really know what it is? The terms “power” and “attorney” carry weight but may not mean what you...
by Trust Counsel | Sep 13, 2024 | Articles, Asset Protection
When you think of literacy, you might imagine reading your favorite novel, learning new skills from a book, or teaching your kids how to write their first words. But what if we told you that literacy also plays a crucial role in securing your financial future?Literacy...
by Trust Counsel | Jul 4, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, High Net Worth, Inheritance, Kids Protection Planning, Trusts, Wills
As you celebrate the Fourth of July and all it represents – freedom, independence, and the pursuit of happiness – take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the event of incapacity. An estate...
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...
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...
