by Trust Counsel | Aug 23, 2019 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the...
by Trust Counsel | Aug 22, 2019 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills
The battle over the Estate of Jeffrey Epstein promises to be as full of drama as it is of mystery. With assets including opulent homes in New York, Paris, and New Mexico, a private island in the Caribbean and a private jet to his name, the battle to claim his assets...
by Trust Counsel | Aug 16, 2019 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login and password info to all of your...
by Trust Counsel | Aug 9, 2019 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills
If you’re like most people, you probably view estate planning as a burdensome necessity—just one more thing to check off of life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY...
by Trust Counsel | Aug 8, 2019 | Articles, Estate Tax
There is nothing like a presidential candidate’s personal income tax return to get people talking. And, while the battle over the federal tax returns of President Donald Trump continues to leave many people wondering what his tax returns may reveal, we no longer need...
by Trust Counsel | Aug 2, 2019 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills
This is the third in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps...
