Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

by Trust Counsel | Jun 28, 2023 | Articles, Estate Planning, Family, Financial, Inheritance, Probate, Trusts, Wills

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the...

The Small Business Partner You Didn’t Know You Wanted: Comprehensive Legal Support that Won’t Break the Bank

by Trust Counsel | Jun 28, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Financial

As a small business owner, you may feel as if you’re facing the world alone at times. Unlike a large company would, I’m willing to bet you don’t have a team of lawyers or an in-house general counsel to support you as you navigate the complexities of running a...

Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 1

by Trust Counsel | Jun 27, 2023 | Articles, Business Succession, Financial, Trusts, Wills

As a small business owner, you wear a lot of hats and probably work a lot of hours to get it all done… and you still have a lot left on your plate. Until you’re ready to hire on more help (let’s talk about that soon!), you can leverage simple-to-use, free...

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

by Trust Counsel | Jun 26, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Retirement, Trusts, Wills

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved...

5 Types of Insurance No Business Owner Should Go Without – Part 1

by Trust Counsel | Jun 22, 2023 | Articles, Asset Protection, Business/ Corporate Law, Financial, Income Tax

As a business owner, you pour your heart and soul into building your dream, making strategic decisions, and managing day-to-day operations. With an eye on your business’s future growth, it’s crucial not to overlook the importance of protecting your business from...

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

by Trust Counsel | Jun 21, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance

Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero, cisgender couples in mind,...