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  • Who You Are
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  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
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    • Schedule Online
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  • Resources
    • Blog
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    • FAQs – Trust Funding
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Nina Wang: A Visionary’s Journey to Empowerment and Philanthropy

by Trust Counsel | Mar 14, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning

In our ongoing celebration of Women’s History Month, we focus on an extraordinary woman whose story is as captivating as it is inspiring. Meet Nina Wang, the Hong Kong tycoon who defied expectations, shattered glass ceilings, and left an indelible mark on the...
The Enduring Legacy of Princess Diana: Honoring Her Impact on Women’s History Month Pt. 2

The Enduring Legacy of Princess Diana: Honoring Her Impact on Women’s History Month Pt. 2

by Trust Counsel | Mar 12, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Inheritance, Kids Protection Planning

Photo by Provincial Archives of Alberta on Unsplash Welcome back! In the previous installment on Lady Di’s inspiring story, we delved into her cultural impact and how she transformed the way society viewed the monarchy. We have so much more to share that...
3 Estate Planning Documents Your Parents Need Right Now

3 Estate Planning Documents Your Parents Need Right Now

by Trust Counsel | Mar 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Trusts, Wills

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed...
Lessons in Estate Planning From Iconic Women

Lessons in Estate Planning From Iconic Women

by Trust Counsel | Mar 7, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Trusts

On Women’s Day, we memorialize those women who inspired us and paved the way for others. We’ll explore the captivating stories of Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt. And while we can learn a great deal from their...
14 Ways to Show Your Finances Some Love This Year – Part 2

14 Ways to Show Your Finances Some Love This Year – Part 2

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)...
14 Ways to Show Your Finances Some Love This Year – Part 1

14 Ways to Show Your Finances Some Love This Year – Part 1

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...
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