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...
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...
by Trust Counsel | Dec 20, 2019 | Articles, Asset Protection, Estate Planning, Family, Financial, Health Care Directive, Incapacity, Inheritance, Real Property / Real Estate, Retirement, Special Needs Planning, Trusts, Wills
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your...