by Trust Counsel | Jun 7, 2024 | Articles, Estate Planning, Family, High Net Worth, Inheritance, Trusts, Wills
If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. So this Father’s...
by Trust Counsel | May 31, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Wills
Legacy isn’t just about money or wealth. As my mentor Ali Katz says: “Legacy is the choices you make now, the actions you take now, the way of being you are now, and the ripple of impact beyond your lifetime.”Legacy includes capturing your life stories, passing on...
by Trust Counsel | May 22, 2024 | Articles, Asset Protection, Estate Planning
Estate planning is more than just writing a will or creating a trust. It’s about safeguarding your assets and ensuring that your loved ones are taken care of after you’re gone. While an estate plan lays the groundwork, insurance serves as a vital shield against...
by Trust Counsel | May 22, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Family, High Net Worth, Inheritance
The new sci-fi movie franchise “Dune” has captivated audiences with “Dune: Part One” and its sequel, “Dune: Part Two”. While it’s not the first adaptation of Frank Herbert’s legendary work, these latest films have...
by Trust Counsel | May 17, 2024 | Asset Protection, Business Succession, Estate Planning, Family, Financial, Guardianship, High Net Worth, Incapacity, Inheritance, Wills
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series,...
by Trust Counsel | May 10, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance
Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. Since May is Older Americans Awareness Month, it’s the perfect opportunity to explore 10 steps you can...
