What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

by Trust Counsel | Jan 9, 2024 | Articles, Asset Protection, Estate Planning, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Wills

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Guardianship, Inheritance, Kids Protection Planning, Probate, Trusts, Uncategorized, Wills

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who...

Your Most Important New Year’s Resolution: A Kids Protection Plan

by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or...

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s...

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

by Trust Counsel | Nov 17, 2023 | Articles, Asset Protection, Family, Financial, IRAs / 401(k), Retirement, Special Needs Planning, Uncategorized, Wills

This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family.  Read more… What You Must Know About Your Right to Your Spouse’s Retirement...

Transition to Adulthood: What Happens When My Child Turns 18

by Trust Counsel | Nov 3, 2023 | Articles, Asset Protection, Business/ Corporate Law, Case Law, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Income Tax, IRS, Newsletters, Trusts, Uncategorized, Wills

This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more… Transition to Adulthood:...