Financial - Estate Planning & Probate Attorneys

Family Feuds and Tax Troubles: The Complex Challenges Facing the Michael Jackson Estate

by Trust Counsel | Jun 21, 2024 | Articles, Business Succession, Celebrity Estates, Estate Planning, Family, Financial, Guardianship, High Net Worth, Inheritance, Intellectual Property, IRS, Kids Protection Planning, Probate, Trusts, Wills

June is the month on our calendars regarded by many as an important time to honor, remember, and celebrate fathers and father figures around the country every year on Father’s Day. But few know that June is also home to World Music Day, celebrated every June 21st,...

10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

by Trust Counsel | May 17, 2024 | Asset Protection, Business Succession, Estate Planning, Family, Financial, Guardianship, High Net Worth, Incapacity, Inheritance, Wills

Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series,...

Anne Heche Estate: An Ongoing Legal Quagmire

by Trust Counsel | May 8, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, High Net Worth, Inheritance

The sudden passing of actress Anne Heche in August 2022 left behind a legacy of film and television work. However, it also led to a complex and contentious legal situation, primarily due to the absence of a will. For a detailed overview of the initial legal...

Navigating the Complexities of O.J. Simpson’s Estate After His Death

by Trust Counsel | May 1, 2024 | Articles, Celebrity Estates, Estate Planning, Family, Financial

The passing of O.J. Simpson has raised new questions about the fate of his estate. As all parties involved work through the legal process, there are several key points to consider. From the original civil judgment against Simpson to his will and the subsequent probate...

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

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...