by Trust Counsel | Jun 7, 2024 | Articles, Estate Planning, Family, High Net Worth, Inheritance, Trusts, Wills
If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. So this Father’s...
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...
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...
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...
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...
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...