by Trust Counsel | Aug 13, 2020 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial
I am always preaching that there are 5 people you want on your side when building your family’s trusted advisory team: 1) Attorney, 2) Accountant, 3) Insurance Advisor, 4) Financial Advisor, and 5) Banker. Your personal financial dream team will help you navigate the...
by Trust Counsel | Aug 10, 2020 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills
Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
by Trust Counsel | Aug 3, 2020 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial
If you are engaged to be married, divorce is probably the last thing you and your fiancé want to be thinking about. Yet you might be rightfully concerned about what would happen to your assets should your marriage end in divorce or in the event of your death. One...
by Trust Counsel | Jul 8, 2020 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills
In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Brianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies...
by Trust Counsel | Jun 30, 2020 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax
It’s been fourteen years since the world mourned the loss of music icon James Brown, the Godfather of Soul. Yet all this time, his estate has been mired in litigation. But thanks to a new court ruling, that could finally be coming to an end. The problem isn’t that...
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...
