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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
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    • FAQs – Trust Funding
    • Glossary
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What Your Last Will & Testament Will (And Will Not) Do—Part 2

What Your Last Will & Testament Will (And Will Not) Do—Part 2

by Trust Counsel | Aug 26, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Real Property / Real Estate, Trusts, Wills

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
What Your Last Will & Testament Will (And Will Not) Do—Part 1

What Your Last Will & Testament Will (And Will Not) Do—Part 1

by Trust Counsel | Aug 21, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Inheritance

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
4 Essential Strategies For Protecting Your Family’s Assets

4 Essential Strategies For Protecting Your Family’s Assets

by Trust Counsel | Jul 29, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be...
5 Common Estate Planning Concerns For Your Second (Or More) Marriage

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

by Trust Counsel | Jul 8, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Trusts

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring children from prior marriages...
What You Need to Know About Collecting Life Insurance Proceeds

What You Need to Know About Collecting Life Insurance Proceeds

by Trust Counsel | Jul 8, 2022 | Articles, Asset Protection, Business/ Corporate Law, Estate Planning, Family, Inheritance, Trusts, Wills

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful...
Estate Planning FAQs For LGBTQ+ Couples

Estate Planning FAQs For LGBTQ+ Couples

by Trust Counsel | Jun 27, 2022 | Case Law, Estate Planning, Family, Financial, Inheritance, Kids Protection Planning, Trusts, Wills

As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe v. Wade, ending the recognition of a constitutional right to abortion, many are worried that other...
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