by Trust Counsel | Dec 27, 2024 | Articles, Business Succession, Business/ Corporate Law
UPDATE: Many recent changes have occurred related to the Corporate Transparency Act (“CTA”) and the requirement for all business owners to disclose their personal information to the US government. Here’s what’s transpired since a Texas federal court first suspended...
by Trust Counsel | Mar 1, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Inheritance
14 Ways to Show Your Finances Some Love This Year – Part 2Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:Make a Qualified Charitable Distribution (QCD)Front-load Your 401(k)...
by Trust Counsel | Feb 23, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning
14 Ways to Show Your Finances Some Love This Year – Part 1 Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves...
by Trust Counsel | Feb 19, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Trusts
After years of drama, entertainment, and controversy, the Kardashian family is back with their newest reboot, “The Kardashians.” While we could talk about this iconic reality TV show and all of its interesting and educational qualities, we think it’s...
by Trust Counsel | Nov 3, 2023 | Articles, Asset Protection, Business/ Corporate Law, Case Law, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Income Tax, IRS, Newsletters, Trusts, Uncategorized, Wills
This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more… Transition to Adulthood:...
by Trust Counsel | Oct 13, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Incapacity, Income Tax, Kids Protection Planning, Non - US Citizen, Non-Probate Asset, Probate, Probate Litigation, Real Property / Real Estate, Trusts, Uncategorized, Wills
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end...
