by Trust Counsel | Jan 24, 2020 | Articles, Asset Protection, Estate Planning, Trusts, Wills
Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan. That said, when...
by Trust Counsel | Jan 17, 2020 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Trusts, Wills
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. To see the...
by Trust Counsel | Jan 10, 2020 | Articles, Asset Protection, Estate Planning, Estate Tax, Inheritance, Trusts, Wills
The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax consequences of divorce. Unlike...
by Trust Counsel | Dec 27, 2019 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance
As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by your family and friends. It’s one of the rare times of the year when loved ones from across the country gather together to enjoy each other’s company and...
by Trust Counsel | Dec 20, 2019 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Videos, Wills
Estate planning isn’t only for the rich! Without a plan in place, there could be a long-lasting impact on your loved ones, even if you don’t have a pricey home, large IRA or valuable art to pass on. Not convinced that estate planning is necessary and important?...
by Trust Counsel | Dec 20, 2019 | Asset Protection, Business Succession, Gift Tax, High Net Worth, Videos
😂😂 For your viewing pleasure here are some of my best bloopers! 😂😂 I mean really now, who wants to watch anything on estate planning!? How boring, right? 😴😴 Not to mention – we aren’t exactly trained in the...
