Use Estate Planning to Enrich Your Family With More Than Just Material Wealth

by Trust Counsel | Nov 9, 2018 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

We’ve developed a series of helpful questions and prompts to make the process of sharing your life experiences not only easy, but enjoyable. And this isn’t something you have to do on your own—which you know you wouldn’t get around to—as we do it with you as an...

3 Deadly Sins of Retirement Planning

by Trust Counsel | Nov 2, 2018 | Articles, Estate Planning, Retirement

Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a...

To Live a Happier life, Start Thinking About Death Now

by Trust Counsel | Oct 5, 2018 | Articles, Asset Protection, Estate Planning, Inheritance

  Want to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact that one day you’re going to die. “I am of the nature to die. There is no way to escape death.” -Upajjhatthana Sutta The unavoidable nature of death is a basic...

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1

by Leslie Marenco | Jul 20, 2018 | Articles, Estate Planning

If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a trustee is not only a great honor,...

New Bill is Potential Game Changer for Your Family’s Tax Strategy

by Leslie Marenco | Dec 15, 2017 | Articles, Estate Planning, Estate Tax, Income Tax, IRS

If you follow the mainstream or social media news, you likely know the new Republican tax bill, which recently passed both the House and Senate, is a potential game changer for tax planning. Known as the “Tax Cuts and Jobs Act,” both houses of Congress passed...

The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case

by Leslie Marenco | Oct 13, 2017 | Articles, Case Law, Estate Planning, Probate, Wills

  DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are turning to online services to meet their legal needs, maybe even you.   Here’s what you need to know before you decide...