3 Vital Estate Planning Documents For High School Graduates

by Trust Counsel | Jul 30, 2021 | Articles, Asset Protection, Estate Planning, Estate Tax, Financial, Trusts, Wills

With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest.  Graduating high school is a...

Consider This Before You Create A Will Online

by Trust Counsel | Jul 23, 2021 | Articles, Asset Protection, Estate Planning, Financial, Wills

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small part of an integrated plan that ensures your family stays out of court and out of conflict if and when something happens to you. Do...

Whether 1 Divorce or 8, the End of a Marriage Impacts End-of-Life Planning

by Trust Counsel | Feb 12, 2021 | Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Liens/Debt, Non - US Citizen, Non-Probate Asset

News icon Larry King recently passed away in the midst of his eighth divorce.  We will remember his many memorable interviews and nearly as many trips to the altar. He brought the famous and influential into our homes for decades, and those interviews bridge eras and...

#FreeBritney is the Pandemic Project We All Need

by Trust Counsel | Feb 11, 2021 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Income Tax, Inheritance

This week’s pandemic guilty-pleasure television takes a more serious look at the butt of our collective joke: Britney Spears, her 2007 breakdown, and the decade-plus control her father has exercised over her life and finances thanks to a conservatorship proceeding....

New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

by Trust Counsel | Feb 5, 2021 | Articles, Asset Protection, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Inheritance, Intellectual Property, Kids Protection Planning, Liens/Debt, Trusts, Wills

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the...

Lessons From Kobe 1-Year Later

by Trust Counsel | Feb 4, 2021 | Articles, Asset Protection, Business Succession, Case Law, Celebrity Estates, Estate Planning, Family, Financial, High Net Worth, Incapacity, Income Tax, Inheritance, Kids Protection Planning, Liens/Debt, Retirement, Wills

It may seem like a distant memory due to more recent events, a pandemic, and a presidential election, but it has only been ONE year since NBA legend Kobe Bryant and his 13-year-old daughter, Gianna (“Gigi”), tragically passed away in a helicopter crash in Calabasas,...