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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Administration
    • 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
Before You Agree to Be a Trustee, Read This!

Before You Agree to Be a Trustee, Read This!

by Trust Counsel | Jul 3, 2023 | Articles, Estate Planning, Estate Tax, Trusts

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically...
Celebrating Independence Day with a Presidential Twist: George Washington’s Estate Planning Journey

Celebrating Independence Day with a Presidential Twist: George Washington’s Estate Planning Journey

by Trust Counsel | Jun 29, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Financial, Inheritance, Trusts, Wills

As we near the fourth of July and continue to stock up on hotdogs, fireworks and ice-cold beer, here at Trust Counsel we thought we should add a dash of quirky celebration to our Independence Day festivities. Why not honor the founding father himself, George...
Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

by Trust Counsel | Jun 28, 2023 | Articles, Estate Planning, Family, Financial, Inheritance, Probate, Trusts, Wills

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the...
Stephen “tWitch” Boss Dies Without a Will

Stephen “tWitch” Boss Dies Without a Will

by Trust Counsel | Jun 27, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Inheritance, Probate, Trusts, Wills

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage on So You Think You Can Dance and as a producer and frequent guest host on The Ellen Degeneres Show. Boss...
Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 1

Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 1

by Trust Counsel | Jun 27, 2023 | Articles, Business Succession, Financial, Trusts, Wills

As a small business owner, you wear a lot of hats and probably work a lot of hours to get it all done… and you still have a lot left on your plate. Until you’re ready to hire on more help (let’s talk about that soon!), you can leverage simple-to-use, free...
Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

by Trust Counsel | Jun 26, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Retirement, Trusts, Wills

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved...
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