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  • Who You Are
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    • 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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Can You Rely on Legal Insurance for Your Estate Plan?

Can You Rely on Legal Insurance for Your Estate Plan?

by Trust Counsel | Aug 16, 2023 | Articles, Estate Planning, Estate Tax, Family, Financial

As the need for affordable legal services becomes even more important in today’s world, it’s common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a variety of needs from...

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2

by Trust Counsel | Aug 9, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Financial

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1

Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1

by Trust Counsel | Aug 7, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

Since the age of 16, when she burst onto the charts with her debut single, “…Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame and fortune, Britney, who is now 39, has never...

3 Estate Planning Issues For LGBTQ+ Couples—Part 1

by Trust Counsel | Aug 7, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Trusts, Wills

Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it’s about planning for life. It’s the way to ensure your beloved will be protected and provided for in the event of your death or incapacity....

With Tax Laws in Flux: What Should You Do Now?

by Trust Counsel | Aug 1, 2023 | Articles, Estate Tax, Financial

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

by Trust Counsel | Jul 28, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality is that in order for your estate plan to work for you no matter how your life changes, your plan needs to change with it. To make...
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