April Fools! How DIY Wills and Trusts Offer a False Sense of Security

by Trust Counsel | Mar 29, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Probate, Retirement, Trusts

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered...

Blended Families + Death = Potential Nightmare.

by Trust Counsel | Mar 22, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Inheritance

Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from...

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...