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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides
7 Last-Minute Moves To Save On Your Taxes For 2021

7 Last-Minute Moves To Save On Your Taxes For 2021

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...
What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®

What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®

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,...
4 Reasons Why Estate Planning Is So Essential For Business Owners

4 Reasons Why Estate Planning Is So Essential For Business Owners

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...
5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2

5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2

by Trust Counsel | Jan 23, 2022 | Articles, Estate Planning, Estate Tax, Family

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare...
How to Pass Down Your Family Wealth Legacy During The Holidays

How to Pass Down Your Family Wealth Legacy During The Holidays

by Trust Counsel | Dec 17, 2021 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Trusts, Wills

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being...
With Tax Laws in Flux: What Should You Do Now?

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

by Trust Counsel | Oct 10, 2021 | Articles, Estate Tax

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...
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