by Trust Counsel | Sep 9, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Income Tax, Real Property / Real Estate
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
by Trust Counsel | Aug 12, 2022 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Guardianship, Kids Protection Planning
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529 plans and education savings...
by Trust Counsel | Jul 15, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census...
by Trust Counsel | Mar 27, 2022 | Articles, Asset Protection, Estate Tax
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill right up until the filing deadline, which has been pushed back to Monday April 18th due to a holiday on April...
by Trust Counsel | Feb 25, 2022 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills
Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with us, your Personal Family Lawyer® is different from meeting with a traditional lawyer. Here we will explain what’s involved with our process,...
by Trust Counsel | Feb 13, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax
If you are running a business, it’s easy to give estate planning less priority 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...
