From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

by Trust Counsel | Sep 15, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Kids Protection Planning, Probate, Probate Litigation, Trusts, wedding, Wills

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential...

Help Your Parents Avoid These New Financial Scams – Part 2

by Trust Counsel | Sep 1, 2023 | Articles, Asset Protection, Financial, Scams

In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for...

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

by Trust Counsel | Aug 25, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Probate, Probate Litigation, Trusts, Wills

August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding you to get your Will taken care of this month. Both AARP and the Red Cross promoted their partnerships with...

Embracing Abundance: Liberating Your Business from Money Dysmorphia and Fear

by Trust Counsel | Aug 25, 2023 | Articles, Asset Protection, Business Succession, Financial

In the exhilarating journey of running a business, there’s an often unspoken challenge that many entrepreneurs face – the distortion of one’s perception of money. This phenomenon, referred to by Personal Family Lawyer® CEO and Founder, Ali Katz, as...

Help Your Parents Avoid These New Financial Scams – Part 1

by Trust Counsel | Aug 18, 2023 | Articles, Asset Protection, Family, Financial, Scams

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these con artists, it’s crucial to equip...

Can You Rely on Legal Insurance for Your Estate Plan?

by Trust Counsel | Aug 16, 2023 | Articles, Estate Planning, Estate Tax, Family, Financial

As the need for affordable legal services becomes even more important in today’s world, it’s common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a variety of needs from...