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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...
House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

by Trust Counsel | Oct 1, 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 have proposed a number of significant tax increases and other...

A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 1

by Trust Counsel | Sep 20, 2021 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of hair, soothing baritone voice, and folksy demeanor as he was for his iconic landscape paintings. And like so many...
Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 2

Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 2

by Trust Counsel | Aug 8, 2021 | Articles, Asset Protection, Estate Planning, Estate Tax, Financial

Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly...
3 Vital Estate Planning Documents For High School Graduates

3 Vital Estate Planning Documents For High School Graduates

by Trust Counsel | Jul 30, 2021 | Articles, Asset Protection, Estate Planning, Estate Tax, Financial, Trusts, Wills

With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest.  Graduating high school is a...
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