5 Common Estate Planning Concerns For Your Second (Or More) Marriage

by Trust Counsel | Jul 8, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Trusts

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring children from prior marriages...

Are You Leaving Your Money On The Table?

by Trust Counsel | Jul 8, 2022 | Articles, Asset Protection, Estate Planning, Financial

More than $58 BILLION dollars of assets have been “escheated”, or” confiscated, by state governments in the US, and are just sitting in state funds, awaiting your retrieval.  Even more has yet to be recognized. The State of Florida, for example, currently holds...

Estate Planning FAQs For LGBTQ+ Couples

by Trust Counsel | Jun 27, 2022 | Case Law, Estate Planning, Family, Financial, Inheritance, Kids Protection Planning, Trusts, Wills

As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe v. Wade, ending the recognition of a constitutional right to abortion, many are worried that other...

How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

by Trust Counsel | Apr 29, 2022 | Articles, Asset Protection, Family, Financial

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item...

Does Your Family Need Umbrella Insurance?

by Trust Counsel | Apr 10, 2022 | Articles, Asset Protection, Family, Financial, Probate

In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those with relatively few assets can find themselves in court facing a potentially...

Probate: What It Is & How To Avoid It—Part 1

by Trust Counsel | Mar 13, 2022 | Articles, Asset Protection, Financial, Probate, Trusts, Wills

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open...