The SECURE Act’s Impact On Estate and Retirement Planning — Part 2

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...

The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce

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...

4 Tips For Discussing Estate Planning With Your Family This Holiday Season

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...

2 Big Reasons You Need to Discuss Estate Planning With Your Ex

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?...

Leslie’s best bloopers

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...

Q&A Tuesday – Estate Planning for your young children

by Leslie Marenco | Dec 20, 2019 | Asset Protection, Estate Planning, Family, Guardianship, Inheritance, Videos, Wills

  When you’re doing your Estate Planning, you may come across this very frequent question: How much money should I leave my young children? This is a very personal decision you should take along with your attorney and before you do so, you may want to...