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  • Who We Are
    • Our Firm
    • Our People
    • Summer Cohort 2025
  • 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
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides
Crafting a Lasting Legacy with Estate Planning

Crafting a Lasting Legacy with Estate Planning

by Trust Counsel | May 31, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Wills

Legacy isn’t just about money or wealth. As my mentor Ali Katz says: “Legacy is the choices you make now, the actions you take now, the way of being you are now, and the ripple of impact beyond your lifetime.”Legacy includes capturing your life stories, passing on...
April Fools! How DIY Wills and Trusts Offer a False Sense of Security

April Fools! How DIY Wills and Trusts Offer a False Sense of Security

by Trust Counsel | Mar 29, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Probate, Retirement, Trusts

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered...
Avoid These 3 Mistakes When Choosing a Successor for Your Business

Avoid These 3 Mistakes When Choosing a Successor for Your Business

by Trust Counsel | Mar 15, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Financial, High Net Worth, Inheritance, Trusts, Wills

Selecting the individual to lead your business after you step down is a huge decision. It’s not merely about finding someone who mirrors your personality or whom you favor personally. Rather, the crux lies in identifying a successor who possesses the right...
3 Estate Planning Documents Your Parents Need Right Now

3 Estate Planning Documents Your Parents Need Right Now

by Trust Counsel | Mar 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Trusts, Wills

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed...
Lessons in Estate Planning From Iconic Women

Lessons in Estate Planning From Iconic Women

by Trust Counsel | Mar 7, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Trusts

On Women’s Day, we memorialize those women who inspired us and paved the way for others. We’ll explore the captivating stories of Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt. And while we can learn a great deal from their...
Unveiling the Kardashian Diary Drama: Estate Planning in the Spotlight:

Unveiling the Kardashian Diary Drama: Estate Planning in the Spotlight:

by Trust Counsel | Feb 19, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Trusts

After years of drama, entertainment, and controversy, the Kardashian family is back with their newest reboot, “The Kardashians.” While we could talk about this iconic reality TV show and all of its interesting and educational qualities, we think it’s...
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