How To Manage Your Digital Accounts After Your Death—Part 1

by Trust Counsel | Nov 8, 2022 | Articles, Asset Protection, Business Succession, Case Law, Family, Financial, Health Care Directive, Income Tax, Retirement, Uncategorized

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn,...

Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

by Trust Counsel | Sep 9, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Income Tax, Real Property / Real Estate

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...

What Your Last Will & Testament Will (And Will Not) Do—Part 1

by Trust Counsel | Aug 21, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Inheritance

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

by Trust Counsel | Jul 15, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one.  Yet the pandemic might be changing this. According to Census...

4 Reasons Why Estate Planning Is So Essential For Business Owners

by Trust Counsel | Feb 13, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax

If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential...

How to Pass Down Your Family Wealth Legacy During The Holidays

by Trust Counsel | Dec 17, 2021 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Trusts, Wills

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being...