Common Estate Planning Mistakes: Lessons from 5 Loving Fathers

by Trust Counsel | Jun 12, 2024 | Articles, Celebrity Estates, Estate Planning, Family, High Net Worth, Inheritance, Kids Protection Planning, Trusts, Wills

As Father’s Day approaches, we reflect on the importance of protecting all assets through careful estate planning. Today, we delve into the stories of five legendary fathers: Michael Jackson, Heath Ledger, Robin Williams, James Gandolfini, and Philip Seymour...

Father Knows Best: Avoiding Common Estate Planning Pitfalls

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...

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...

10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

by Trust Counsel | May 17, 2024 | Asset Protection, Business Succession, Estate Planning, Family, Financial, Guardianship, High Net Worth, Incapacity, Inheritance, Wills

Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series,...

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

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...