by Trust Counsel | May 19, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Incapacity, Inheritance, Kids Protection Planning, Trusts, Wills
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...
by Trust Counsel | May 18, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Financial, Incapacity, Trusts
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefits, when established and maintained in the right way. As a Personal Family Lawyer® with family business planning...
by Trust Counsel | May 16, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Financial, Incapacity, Inheritance, Trusts, Wills
If you are running a business, it’s easy to prioritize estate planning less than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity...
by Trust Counsel | May 9, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Vacation / Travel, Wills
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound...
by Trust Counsel | May 5, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate...
by Trust Counsel | May 4, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Incapacity, Trusts, Wills
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual’s current legal...
