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  • Who You Are
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  • How We Work
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    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
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    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
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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...
Probate: What It Is & How To Avoid It—Part 2

Probate: What It Is & How To Avoid It—Part 2

by Trust Counsel | Mar 20, 2022 | Articles, Probate, Trusts, Wills

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be...
Probate: What It Is & How To Avoid It—Part 1

Probate: What It Is & How To Avoid It—Part 1

by Trust Counsel | Mar 13, 2022 | Articles, Asset Protection, Financial, Probate, Trusts, Wills

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open...
What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®

What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®

by Trust Counsel | Feb 25, 2022 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills

Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with us, your Personal Family Lawyer® is different from meeting with a traditional lawyer. Here we will explain what’s involved with our process,...
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

by Trust Counsel | Dec 23, 2021 | Articles, Estate Planning, Family, Financial, Trusts

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you...
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