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The Enduring Legacy of Princess Diana: Honoring Her Impact on Women’s History Month Pt. 2

by Trust Counsel | Mar 12, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Inheritance, Kids Protection Planning

Photo by Provincial Archives of Alberta on Unsplash Welcome back! In the previous installment on Lady Di’s inspiring story, we delved into her cultural impact and how she transformed the way society viewed the monarchy. We have so much more to share that...

The Enduring Legacy of Princess Diana: Honoring Her Impact on Women’s History Month Pt. 1

by Trust Counsel | Mar 8, 2024 | Articles, Celebrity Estates, Family

Photo by Provincial Archives of Alberta on Unsplash Welcome, dear Planners, to our special series celebrating Women’s History Month. Today, we shine a spotlight on the remarkable Princess Diana, a woman whose legacy continues to inspire and captivate the world....

3 Estate Planning Documents Your Parents Need Right Now

by Trust Counsel | Mar 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Trusts, Wills

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed...

Lessons in Estate Planning From Iconic Women

by Trust Counsel | Mar 7, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Trusts

On Women’s Day, we memorialize those women who inspired us and paved the way for others. We’ll explore the captivating stories of Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt. And while we can learn a great deal from their...

14 Ways to Show Your Finances Some Love This Year – Part 2

by Trust Counsel | Mar 1, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Inheritance

14 Ways to Show Your Finances Some Love This Year – Part 2Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:Make a Qualified Charitable Distribution (QCD)Front-load Your 401(k)...

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

by Trust Counsel | Feb 16, 2024 | Articles, Estate Planning, Family, Guardianship, Inheritance, Kids Protection Planning, Trusts

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to...

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