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  • Who We Are
    • Our Firm
    • Our People
    • Summer Cohort 2025
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides
Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

by Trust Counsel | Mar 21, 2025 | Articles, Estate Planning

Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your...
Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples

by Trust Counsel | Feb 28, 2025 | Estate Planning

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your...
Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

by Trust Counsel | Feb 21, 2025 | Articles, Estate Planning

The passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in Beverly Hills, 90210, Heathers, and Charmed, Doherty not only faced a courageous and public battle with breast cancer but...
The Unexpected Challenges of Being an Estate Executor

The Unexpected Challenges of Being an Estate Executor

by Trust Counsel | Feb 14, 2025 | Articles, Estate Planning

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time,...
FREE REPORT: 5 Things to Know Before Hiring a Personal or Estate Planning Lawyer

FREE REPORT: 5 Things to Know Before Hiring a Personal or Estate Planning Lawyer

by Trust Counsel | Feb 7, 2025 | Articles, Estate Planning

When it comes to protecting your family, your assets, and your future, choosing the right estate planning attorney is one of the most important decisions you will ever make. But with so many options out there, how do you know who to trust? The wrong choice could lead...
National Unclaimed Property Day: Why Estate Planning is More Than Just Documents

National Unclaimed Property Day: Why Estate Planning is More Than Just Documents

by Trust Counsel | Jan 24, 2025 | Articles, Estate Planning

Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking...
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