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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
Don’t Send Your Kids Back to School Without These Documents

Don’t Send Your Kids Back to School Without These Documents

by Trust Counsel | Aug 4, 2023 | Articles, Estate Planning, Family, Guardianship, Health Care Directive, Kids Protection Planning, Wills

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are the individuals you entrust with the care of your children if, for any...
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...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

by Trust Counsel | Jul 21, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how most lawyers structure their services, so it wouldn’t be surprising if you did think this. You work with your...
What the National Debt Ceiling Extension Means for Your Family

What the National Debt Ceiling Extension Means for Your Family

by Trust Counsel | Jul 14, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial

You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a family. While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on...
The legacy of a Princess: Carrie Fisher’s Estate Plan Unveiled

The legacy of a Princess: Carrie Fisher’s Estate Plan Unveiled

by Trust Counsel | Jul 12, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, Inheritance, Trusts, Wills

Farewell to Galactic Icons In a galaxy not so far away, the world said goodbye to two remarkable individuals in late 2016. Carrie Fisher, who played the role of the both beloved and iconic Princess Leia for the Star Wars Franchise, as well as her mother, Debbie...
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

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

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re getting together with family this month, it’s also a perfect time to...
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