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  • Who You Are
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  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • 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
    • Why Work With Us
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    • Schedule Online
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  • Resources
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    • FAQs – Trust Funding
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Atomic Brilliance and Imperfect Legacy: Exploring Robert Oppenheimer’s Estate Plan

Atomic Brilliance and Imperfect Legacy: Exploring Robert Oppenheimer’s Estate Plan

by Trust Counsel | Aug 3, 2023 | Articles, Celebrity Estates, Estate Planning, Financial, Inheritance, Trusts, Wills

Christopher Nolan’s new film “Oppenheimer” has hit theaters with an atomic bang, as it highlights the life of the enigmatic Robert Oppenheimer, often hailed as the Father of the Atomic Bomb. With a mesmerizing portrayal of his direct involvement with the...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

by Trust Counsel | Jul 28, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality is that in order for your estate plan to work for you no matter how your life changes, your plan needs to change with it. To make...
Beyond the Dream House: Barbie’s Journey of Reflection and Estate Planning

Beyond the Dream House: Barbie’s Journey of Reflection and Estate Planning

by Trust Counsel | Jul 25, 2023 | Articles, Asset Protection, Estate Planning, Trusts, Wills

It is finally here, Greta Gerwigs “Barbie” hits theaters in a both fashionable and incredibly bright pink fashion. While you may anticipate a fun flick and a bit of nostalgia it was that and more transcending the Iconic American character into a blockbuster hit....
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

by Trust Counsel | Jul 21, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how most lawyers structure their services, so it wouldn’t be surprising if you did think this. You work with your...
The legacy of a Princess: Carrie Fisher’s Estate Plan Unveiled

The legacy of a Princess: Carrie Fisher’s Estate Plan Unveiled

by Trust Counsel | Jul 12, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, Inheritance, Trusts, Wills

Farewell to Galactic Icons In a galaxy not so far away, the world said goodbye to two remarkable individuals in late 2016. Carrie Fisher, who played the role of the both beloved and iconic Princess Leia for the Star Wars Franchise, as well as her mother, Debbie...
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

by Trust Counsel | Jul 7, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re getting together with family this month, it’s also a perfect time to...
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