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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
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    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
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    • Schedule Online
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  • Resources
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    • FAQs – Trust Funding
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What Happens To Your Social Media Account When You Die?

What Happens To Your Social Media Account When You Die?

by Trust Counsel | Apr 19, 2024 | Articles, Asset Protection, Estate Planning, Family, High Net Worth, Inheritance, Intellectual Property

When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to transforming accounts into places for mourning and memory. Understanding these options is...
Closing the Financial Literacy Gap: A Call to Action for America

Closing the Financial Literacy Gap: A Call to Action for America

by Trust Counsel | Apr 17, 2024 | Articles, Asset Protection, Family, Financial, High Net Worth, Inheritance

We are in the middle of Financial Literacy Month and I wanted to take the opportunity to chat about something that’s been on my mind lately: the state of financial education in our country. I’ve seen firsthand the impact that a lack of financial knowledge...
Why Estate Planning Is the Best Use of Your Tax Refund

Why Estate Planning Is the Best Use of Your Tax Refund

by Trust Counsel | Apr 12, 2024 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?)  it’s easy to start dreaming about all the ways you can use it. Financial experts may tell you that it’s a chance to pay off debts, tuck...
How to Navigate Estate Planning Across the Generations

How to Navigate Estate Planning Across the Generations

by Trust Counsel | Apr 10, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Guardianship, High Net Worth, Inheritance

As we journey through life, our priorities, responsibilities, and goals evolve with each passing decade. Estate planning, too, takes on different dimensions as we navigate the various stages of adulthood. From laying the groundwork for our financial future in our...
Coco Chanel’s Estate Showdown: Insights for Your Legacy

Coco Chanel’s Estate Showdown: Insights for Your Legacy

by Trust Counsel | Apr 8, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Family, High Net Worth, Inheritance

Gabrielle Chanel, born in 1883, embarked on a legendary journey from orphan to global fashion icon. Yet, even for someone of immense wealth like Chanel, her legacy was not immune to the complexities of estate planning. From The Little Black Dress to the Chanel Suit,...
Navigating the World of Cryptocurrency: A Guide for Parents and Teens

Navigating the World of Cryptocurrency: A Guide for Parents and Teens

by Trust Counsel | Apr 5, 2024 | Articles, Business Succession, Estate Planning, Family, Financial, High Net Worth

In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you are the parent of...
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