by Trust Counsel | May 17, 2024 | Asset Protection, Business Succession, Estate Planning, Family, Financial, Guardianship, High Net Worth, Incapacity, Inheritance, Wills
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series,...
by Trust Counsel | Feb 2, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise...
by Trust Counsel | Jan 26, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Wills
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life...
by Trust Counsel | Jan 19, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Uncategorized, Wills
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved...
by Trust Counsel | Jan 12, 2024 | Articles, Estate Planning, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Wills
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or...
by Trust Counsel | Jan 10, 2024 | Articles, Asset Protection, Estate Planning, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Wills
Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney you like who will understand your family’s...
