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  • Who You Are
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  • How We Work
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    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
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  • Getting Started
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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...
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

by Trust Counsel | Jul 5, 2023 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Wills

If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and...
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

by Trust Counsel | Jul 5, 2023 | Articles, Asset Protection, Estate Planning, Family, Health Care Directive, Trusts, Wills

As a parent, you are quite accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the trick. But what happens...
Leading Your Business with Heart

Leading Your Business with Heart

by Trust Counsel | Jun 30, 2023 | Articles, Business Succession, Family

You’ve likely read dozens of articles on how to manage your business, what payroll service to use, and how to take advantage of tax deductions. While these are all important components of keeping your business running efficiently and profitably, I want to take this...
Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

by Trust Counsel | Jun 28, 2023 | Articles, Estate Planning, Family, Financial, Inheritance, Probate, Trusts, Wills

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the...
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