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...
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...
by Trust Counsel | Nov 25, 2020 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Kids Protection Planning, Liens/Debt, Non - US Citizen, Podcast, Probate, Probate Litigation, Real Property / Real Estate, Retirement, Scams, Trusts
A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets...
by Trust Counsel | Nov 18, 2020 | Asset Protection, Business Succession, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, Kids Protection Planning, Liens/Debt, Scams, Special Needs Planning, Trusts, Uncategorized, Vacation / Travel, Wills
On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were...
by Trust Counsel | Nov 22, 2019 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Inheritance, Kids Protection Planning, Scams, Trusts, Wills
Last week, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here, we’ll look at how online legal documents can even put your minor children at risk. Given how far web-based technology has evolved, you might think online legal...
by Trust Counsel | May 10, 2019 | Articles, Financial, Scams
3 Warning Signs of a Financial Scam Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital world, where practically every shred of data related to your...
