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    • Business and Real Estate Succession
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    • Tax Compliance for Estates
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With Tax Laws in Flux: What Should You Do Now?

by Trust Counsel | Aug 1, 2023 | Articles, Estate Tax, Financial

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

by Trust Counsel | Jul 28, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality is that in order for your estate plan to work for you no matter how your life changes, your plan needs to change with it. To make...
Building Client Connection and Trust Through Your Legal Agreements

Building Client Connection and Trust Through Your Legal Agreements

by Trust Counsel | Jul 28, 2023 | Articles, Financial

Cash flow is king when it comes to business, and maintaining strong cash flow requires consistent sales. That may sound obvious, but what’s likely unclear to you is how your legal agreements can greatly impact your sales. You may be losing sales because of how you...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

by Trust Counsel | Jul 21, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how most lawyers structure their services, so it wouldn’t be surprising if you did think this. You work with your...
Should I Operate as a Sole Proprietor or a Corporation?

Should I Operate as a Sole Proprietor or a Corporation?

by Trust Counsel | Jul 21, 2023 | Articles, Asset Protection, Business/ Corporate Law, Estate Tax, Financial

As a small business owner, there were a lot of decisions you considered when you started your business, from what services to offer and where your business would be located, to what color your logo should be and what font you’ll use. You also had to choose what kind...
What the National Debt Ceiling Extension Means for Your Family

What the National Debt Ceiling Extension Means for Your Family

by Trust Counsel | Jul 14, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial

You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a family. While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on...
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