by Trust Counsel | May 23, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Kids Protection Planning, Trusts, Wills
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients...
by Trust Counsel | May 19, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Incapacity, Inheritance, Kids Protection Planning, Trusts, Wills
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...
by Trust Counsel | May 18, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Financial, Incapacity, Trusts
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefits, when established and maintained in the right way. As a Personal Family Lawyer® with family business planning...
by Trust Counsel | May 16, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Financial, Incapacity, Inheritance, Trusts, Wills
If you are running a business, it’s easy to prioritize estate planning less than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity...
by Trust Counsel | May 11, 2023 | Articles, Asset Protection, Estate Planning, Family, Trusts, Wills
It has become increasingly popular for the ultra-wealthy to leave behind millions for their beloved pets to be able to maintain their upper-class lifestyles after their owners pass away. Karl Lagerfeld’s cat Choupette is now back in the news as the 2023 Met Gala dress...
by Trust Counsel | May 11, 2023 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Wills
If you’re a pet owner, you know the special bond that exists between you and your pets. So while you’re thinking about how best to provide for your family after you die or if you become incapacitated, it makes sense for your beloved pet to be a part of the plan. You...
