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...

Navigating the World of Cryptocurrency: A Guide for Parents and Teens

by Trust Counsel | Apr 5, 2024 | Articles, Business Succession, Estate Planning, Family, Financial, High Net Worth

In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you are the parent of...

April Fools! How DIY Wills and Trusts Offer a False Sense of Security

by Trust Counsel | Mar 29, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Probate, Retirement, Trusts

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered...

Unraveling the Glittering Legacy of Elizabeth Taylor’s Estate Battle

by Trust Counsel | Mar 25, 2024 | Articles, Celebrity Estates, Estate Planning, Financial, Inheritance, Kids Protection Planning

Elizabeth Taylor, the iconic Hollywood starlet, captivated audiences with her beauty, talent, and larger-than-life presence. However, behind the glitz and glamour of her legendary career lay a complex and highly publicized estate settlement that unfolded after her...

Blended Families + Death = Potential Nightmare.

by Trust Counsel | Mar 22, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Inheritance

Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from...