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# Estate Planning & Probate Attorneys

Estate Planning & Business Succession

## Sitemaps

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## Posts

- [Make-A-Will Month: Why a Will Isn't a Complete Estate Plan](https://trustcounsel.com/2026/08/make-a-will-month-why-a-will-isnt-a-complete-estate-plan/) - A will is an important first step, but it may not protect your family from probate, incapacity, or gaps in guardianship. Learn what a complete plan requires.
- [Friends Don't Let Friends Go Without an Estate Plan](https://trustcounsel.com/2026/08/friends-dont-let-friends-go-without-an-estate-plan/) - Statistically, 76% of Americans don't have a will. Learn how to have the essential estate planning conversation with the people you love before a crisis hits.
- [Trump Accounts: What Every Parent of a Baby Born 2025–2028 Needs to Know](https://trustcounsel.com/2026/07/trump-accounts-what-every-parent-of-a-baby-born-2025-2028-needs-to-know/) - Parents of babies born 2025-2028: Learn how to open Trump Accounts and claim your child's tax-advantaged $1,000 federal seed deposit today.
- [Asset Protection Trusts for Business Owners: Who Needs One and When to Act](https://trustcounsel.com/2026/07/asset-protection-trusts-for-business-owners-who-needs-one-and-when-to-act/) - Not every business owner needs a lifetime asset protection trust. Here is who does, when the timing matters, and what life events should trigger it.
- [Asset Protection Trusts for Business Owners: How They Work](https://trustcounsel.com/2026/07/asset-protection-trusts-for-business-owners-how-they-work/) - Discover how Asset Protection Trusts for Business Owners work to shield real estate and wealth from lawsuits and creditor claims before disputes arise.
- [The New Tax Law and Your Family's Trust: What to Know Now](https://trustcounsel.com/2026/07/the-new-tax-law-and-your-familys-trust-what-to-know-now/) - When the One Big Beautiful Bill was signed, the headline for families was the estate tax exemption increase. Starting in 2026, the exemption rises to $15 million per person, or $30 million for a married couple, with no scheduled sunset. For families who had been watching that number, it is genuinely good news.
- [Florida Probate Is Getting a Makeover—and It Starts July 1st](https://trustcounsel.com/2026/05/florida-probate-is-getting-a-makeover-and-it-starts-july-1st/) - Get the July 2026 Florida probate updates. Discover what HB 1337 means for your family and how Trust Counsel's South Florida lawyers can expedite your estate.
- [Florida Probate from Out of State: How to Handle a Miami-Dade or Broward Case Without Living in Florida](https://trustcounsel.com/2026/04/florida-probate-from-out-of-state-how-to-handle-a-miami-dade-or-broward-case-without-living-in-florida/) - Florida Probate from Out of State: How to Handle a Miami-Dade or Broward Case Without Living in Florida. Learn remote steps, costs, and timelines.
- [What Every Florida Business Owner Needs to Know About the May 1 Annual Report Deadline](https://trustcounsel.com/2026/04/what-every-florida-business-owner-needs-to-know-about-the-may-1-annual-report-deadline/) - Your Florida annual report is due May 1. Miss it and the state assesses a $400 late fee, then dissolves your entity in September. Here is what every Florida business owner needs to know.
- [Why Your Florida Annual Report Is an Estate Planning Issue, Not Just a Filing](https://trustcounsel.com/2026/04/why-your-florida-annual-report-is-an-estate-planning-issue-not-just-a-filing/) - Your Florida LLC is part of your estate plan. When the annual report lapses, the entire ownership structure your trust depends on can unravel. Here is what to watch for.
- [Your Florida Business Was Administratively Dissolved. Here Is What to Do.](https://trustcounsel.com/2026/04/your-florida-business-was-administratively-dissolved-here-is-what-to-do/) - Your Florida business was administratively dissolved. Here is exactly what that means, what it costs to reinstate, and what to do before the situation gets worse.
- [Should You File Your Florida Annual Report Yourself or Hire an Attorney?](https://trustcounsel.com/2026/04/should-you-file-your-florida-annual-report-yourself-or-hire-an-attorney/) - Should you file your Florida annual report yourself or hire an attorney to do it? Here is an honest breakdown of when each option makes sense and what you are actually paying for.
- [Estate Planning for Unmarried Couples: Protecting the Person You Love](https://trustcounsel.com/2026/04/estate-planning-for-unmarried-couples-protecting-the-person-you-love/) - Is the person you love protected? Discover why estate planning for unmarried couples is vital and how Trust Counsel helps you secure your partner’s legal future.
- [Your Parent Has Dementia and No Power of Attorney. Now What?](https://trustcounsel.com/2026/03/your-parent-has-dementia-and-no-power-of-attorney-now-what/) - If your parent has dementia and never signed a power of attorney, guardianship may be your only option. Learn the Florida process. Call (305) 707-7126.
- [Guardianship vs. Power of Attorney in Florida: Which One Does Your Family Actually Need?](https://trustcounsel.com/2026/03/guardianship-vs-power-of-attorney-in-florida-which-one-does-your-family-actually-need/) - Guardianship is court-ordered. Power of attorney is voluntary. Learn the key differences, when each applies, and which one your Florida family needs. (305) 707-7126.
- [Moving to Florida With a Guardianship? Here Is What the Court Requires](https://trustcounsel.com/2026/03/moving-to-florida-with-a-guardianship-here-is-what-the-court-requires/) - Relocating to Florida with a ward? Florida does not recognize out-of-state guardianships automatically. Learn the transfer process under Chapter 744. Call (305) 707-7126.
- [Emergency Guardianship in Florida: When 24 Hours Can Change Everything](https://trustcounsel.com/2026/03/emergency-guardianship-in-florida-when-24-hours-can-change-everything/) - Imminent danger to a loved one? Florida law allows emergency temporary guardianship when waiting could cause harm. Call Trust Counsel: (305) 707-7126.
- [When a Guardian Fails: How Florida Courts Hold Guardians Accountable](https://trustcounsel.com/2026/03/when-a-guardian-fails-how-florida-courts-hold-guardians-accountable/) - Suspect a guardian is misusing authority? Florida law provides tools to investigate, remove, and replace guardians. Learn the process. Call (305) 707-7126.
- [Securing Their Future: The Ultimate Guide to Special Needs Trusts in Florida](https://trustcounsel.com/2026/03/securing-their-future-the-ultimate-guide-to-special-needs-trusts-in-florida/) - Learn How a Special Needs Trust (SNT) protects your child's inheritance without losing SSI or Medicaid. Secure their future with expert Florida estate planning.
- [Protecting 7-Figure Wealth: The Real Cost of Dying Without an Estate Plan](https://trustcounsel.com/2026/03/protecting-7-figure-wealth-the-real-cost-of-dying-without-an-estate-plan/) - Think a 7-figure estate protects itself? Think again. Here’s what really happens when you die without a estate plan.
- [How Florida Probate Can Freeze (and Kill) Your Family-Owned Business](https://trustcounsel.com/2026/03/how-florida-probate-can-freeze-and-kill-your-family-owned-business/) - How Probate Can Freeze a Family-Owned Business in Florida: Avoid frozen accounts and leadership voids. Learn how to protect your company's legac today.
- [What Happens to Your Miami Business If You’re Alive — But Incapacitated? Lessons from Jimmy Buffett’s Estate Planning](https://trustcounsel.com/2026/02/what-happens-to-your-miami-business-if-youre-alive-but-incapacitated-lessons-from-jimmy-buffetts-estate-planning/) - Planning mistakes Miami business owners make can trigger probate delays. Learn how to avoid probate and protect your business with proper estate planning.
- [6 Succession Planning Mistakes Miami Business Owners Make (And How to Avoid Probate)](https://trustcounsel.com/2026/02/6-succession-planning-mistakes-miami-business-owners-make-and-how-to-avoid-probate/) - Miami business owners often make planning mistakes that trigger probate. Learn how estate planning and succession planning protect your business and legacy.
- [Why Most Miami Business Owners’ Estate Plans Fail When It Matters Most](https://trustcounsel.com/2026/02/why-most-miami-business-owners-estate-plans-fail-when-it-matters-most/) - Learn why many Miami business owners’ estate plans fail during Florida probate and what families should understand before problems arise.
- [The Lady Bird Deed: 5 Risks to Consider Beyond Medicaid Protection](https://trustcounsel.com/2026/02/the-lady-bird-deed-5-risks-to-consider-beyond-medicaid-protection/) - A Lady Bird Deed can protect your home and simplify things for your family after you're gone, but it's not a complete estate plan on its own.
- [7 Steps for Effectively Managing an Inheritance](https://trustcounsel.com/2013/07/7-steps-for-effectively-managing-an-inheritance/) - Disclaimer: This article provides general information, not legal advice. Every probate and inheritance situation is different. Consult a Florida probate attorney for guidance about your circumstances.Research shows that a majority of baby boomers will receive an inheritance at some time during their lives, with the average inheritance estimated at almost $65,000. Should you be the
- [Estate Planning for Cryptocurrency: How to Protect and Pass On Your Digital Assets](https://trustcounsel.com/2026/02/estate-planning-for-cryptocurrency-how-to-protect-and-pass-on-your-digital-assets/) - Own cryptocurrency? Learn how estate planning protects Bitcoin, Ethereum, XRB, XNO, and other digital assets using trusts, wills, and secure access strategies. Avoid loss, probate delays, and legal complications.
- [Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process](https://trustcounsel.com/2026/01/frozen-accounts-court-delays-and-grief-what-happens-in-the-probate-process/) - Probate can delay access to money, property, and answers when families need them most. Read more...
- [Why So Much Money Ends Up as Unclaimed Property and What That Means for You](https://trustcounsel.com/2026/01/why-so-much-money-ends-up-as-unclaimed-property-and-what-that-means-for-you/) - Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost
- [How to Freeze Estate Assets During Disputes](https://trustcounsel.com/2026/01/how-to-freeze-estate-assets-during-disputes/) - How to Freeze Estate Assets During Disputes in Florida. Learn legal tools to protect estate property while disagreements are resolved.
- [Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love](https://trustcounsel.com/2026/01/wills-vs-trusts-how-to-choose-the-right-tool-to-protect-the-people-you-love/) - Wills vs. Trusts: learn how to choose the right estate planning tool to protect your loved ones, avoid probate, and secure your family’s future.
- [The White Elephant Gift Nobody Wants: Family Conflict](https://trustcounsel.com/2025/12/the-white-elephant-gift-nobody-wants-family-conflict/) - We’ve all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But then Uncle Carlos steals the massage gun he bought in hopes of winning it for himself. The married couples start tag-teaming to keep the best gifts between them. Cousin Jaselyn gets stuck with the singing fish. Someone’s definitely holding
- [A Fresh Start: Your 30 Min End-of-Year Legacy Check-In](https://trustcounsel.com/2025/12/a-fresh-start-your-30-min-end-of-year-legacy-check-in/) - You know that feeling when you finally tackle that one task that’s been nagging at you? That stack of papers on your desk. The dusty estate planning binder on your shelf. The mental note reminding you to update your beneficiaries. We get it – life gets busy, and these important tasks often get pushed aside
- [Got Retirement Savings? Must Read …](https://trustcounsel.com/2025/12/got-retirement-savings-must-read/) - The SECURE Act 2.0 reshaped retirement planning. Learn how these changes impact your loved ones and why proper planning matters now. Read more...
- [10 Essential Year-End Financial Planning Strategies for 2025](https://trustcounsel.com/2025/12/10-essential-year-end-financial-planning-strategies-for-2025/) - As 2025 winds down, high-net-worth families—especially those living or investing in Florida—should take time to review key financial and estate planning opportunities before the year closes. With major tax law changes taking effect in 2026, thoughtful planning now can preserve wealth, reduce future tax exposure, and position your estate for long-term success.Below are 10 high-impact
- [Why Florida Trust Administration Is More Complicated Than You Expect — And Why Handling It Alone Can Be Risky](https://trustcounsel.com/2025/12/why-florida-trust-administration-is-more-complicated-than-you-expect-and-why-handling-it-alone-can-be-risky/) - Why Florida Trust Administration Is More Complicated Than You Expect—and why strict deadlines, tax rules, and personal liability make handling it alone risky.
- [Accidental Death at 39: Here’s What You Need to Know](https://trustcounsel.com/2025/12/accidental-death-at-39-heres-what-you-need-to-know/) - Popular social media influencer Michael Duarte's sudden death at 39 reminds us that tragedy strikes without warning, making financial preparation essential for protecting the people we love most.
- [Understanding the New Trump Accounts: What Parents Need to Know for 2025–2026](https://trustcounsel.com/2025/12/understanding-the-new-trump-accounts-what-parents-need-to-know-for-2025-2026/) - Understanding the New Trump Accounts: What Parents Need to Know for 2025–2026 — Learn eligibility, seed deposits & how Trump Accounts give kids a financial head-start.
- [Caring for Aging Parents: How to Protect Relationships and Plan Ahead](https://trustcounsel.com/2025/12/caring-for-aging-parents-how-to-protect-relationships-and-plan-ahead/) - Caring for aging parents alongside siblings can strain even the closest family relationships. Learn why these tensions arise and how proper planning now can prevent conflict when your own children face these decisions.
- [Check List: Documents You Need to Start Probate in Florida — Lessons From the Estate of Chadwick Boseman](https://trustcounsel.com/2025/12/check-list-documents-you-need-to-start-probate-in-florida-lessons-from-the-estate-of-chadwick-boseman/) - Check List: Documents You Need to Start Probate in Florida. Learn the essential paperwork required and how to avoid delays when opening a Florida probate case.
- [Lady Bird Deed vs Warranty Deed in Florida: What Celebrities Can Teach Us About Smart Estate Planning](https://trustcounsel.com/2025/11/lady-bird-deed-vs-warranty-deed-in-florida-what-celebrities-can-teach-us-about-smart-estate-planning/) - Lady Bird Deed vs. Warranty Deed: Why choosing the right deed matters for your estate plan, and what Robin William's planning teaches about protecting your assets.
- [How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays](https://trustcounsel.com/2025/11/how-to-talk-to-your-loved-ones-about-death-money-and-estate-planning-at-the-holidays/) - As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families avoid the conversations that matter most. What will happen when you are gone? How will your loved ones be cared for? What legacy will you leave behind?This season offers a rare
- [Florida Probate Timeline: What to Expect](https://trustcounsel.com/2025/11/florida-probate-timeline-what-to-expect/) - Learn the Florida Probate Timeline and what to expect. Understand key steps, common delays, and how proper estate planning can protect your family.
- [Summary Administration Checklist for Florida: Lessons from Chadwick Boseman’s Estate and the Importance of Proper Planning](https://trustcounsel.com/2025/11/summary-administration-checklist-for-florida-lessons-from-chadwick-bosemans-estate-and-the-importance-of-proper-planning/) -  Learn how Florida’s Summary Administration can simplify probate. Discover key steps and lessons from Chadwick Boseman’s estate. Learn how Florida’s Summary Administration can simplify probate. Discover key steps and lessons from Chadwick Boseman’s estate.
- [Undue Influence in Florida: Signs, Proof, Timeline – What Every Estate Planner Should Know](https://trustcounsel.com/2025/11/undue-influence-in-florida-signs-proof-timeline-what-every-estate-planner-should-know/) - Learn about undue influence in Florida estates: signs, proof, timeline, and expert tips to protect your wealth and intentions.
- [Will vs. Trust in Florida: A Plain-English Guide for 2025](https://trustcounsel.com/2025/11/will-vs-trust-in-florida-a-plain-english-guide-for-2025/) - Will vs. Trust in Florida: Learn the 2025 differences between wills and trusts, probate, and estate planning to protect your family and assets.
- [Casey Kasem’s Estate, Conservatorship, and Burial Disputes: What the Legal Battles Still Teach Us in 2025](https://trustcounsel.com/2025/10/casey-kasems-estate-conservatorship-and-burial-disputes-what-the-legal-battles-still-teach-us-in-2025/) - The legal battles over Casey Kasem’s estate, conservatorship, and burial still echo in 2025, teaching families why estate planning truly matter.
- [Casey Kasem’s Estate Planning Not in Anyone’s Top 40](https://trustcounsel.com/2014/08/casey-kasems-estate-planning-not-in-anyones-top-40/) - As discussed in a previous newsletter article, Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on June 15 at the age of 82 and left behind an estimated $80 million fortune. He also left a family feud of biblical proportions between his surviving spouse and his
- [Diane Keaton’s Estate Plan Lessons: What Single Parents and Real-Estate Lovers Can Learn](https://trustcounsel.com/2025/10/diane-keatons-estate-plan-lessons-what-single-parents-and-real-estate-lovers-can-learn/) - Learn estate planning lessons from Diane Keaton: trusts, guardianship, and real estate strategies for single parents & multistate property owners.
- [The $1.5 Million Estate Planning Mistake You Can't Afford to Make](https://trustcounsel.com/2025/10/the-1-5-million-estate-planning-mistake-you-cant-afford-to-make/) - You think you've done everything right with your estate planning. Then tragedy strikes, and a simple paperwork error costs your children $1.5 million in taxes.
- [Katy Perry’s Real Estate Battle Holds Important Estate Planning Lessons for Families Selling or Inheriting a Home](https://trustcounsel.com/2025/09/katy-perrys-real-estate-battle-holds-important-estate-planning-lessons-for-families-selling-or-inheriting-a-home/) - Katy Perry’s Real Estate Battle highlights estate planning lessons for families selling or inheriting a home, including tips on trusts, powers of attorney, and avoiding disputes. Katy Perry’s Real Estate Battle highlights estate planning lessons for families selling or inheriting a home, including tips on trusts, powers of attorney, and avoiding disputes.
- [Giorgio Armani’s Death: Estate Planning Lessons on Protecting Your Legacy](https://trustcounsel.com/2025/09/giorgio-armanis-death-estate-planning-lessons-on-protecting-your-legacy/) - Giorgio Armani’s passing highlights the importance of estate planning. Discover what he did right, how he protected his legacy, and lessons for everyone. Giorgio Armani’s death highlights the importance of estate planning. Discover what he did right, how he protected his legacy, and lessons for everyone.
- [The Grandkid’s Guide to Supporting Grandparents: Emotional Care and Estate Planning Made Simple](https://trustcounsel.com/2025/09/the-grandkids-guide-to-supporting-grandparents-emotional-care-and-estate-planning-made-simple/) -  Celebrate Grandparents Day with love and planning. Support grandparents emotionally and protect their legacy through estate planning. Celebrate Grandparents Day with love and planning. Support grandparents emotionally and protect their legacy through estate planning.
- [The Legacy of Kate Spade: Estate Planning Lessons from a Fashion Icon](https://trustcounsel.com/2024/08/the-legacy-of-kate-spade-estate-planning-lessons-from-a-fashion-icon/) - Learn what happens when a million-dollar estate is left without a plan by studying the case of iconic designer Kate Spade.
- [The Carrie Fisher & Debbie Reynolds Estate Saga: Planning for the Unexpected](https://trustcounsel.com/2024/08/the-carrie-fisher-debbie-reynolds-estate-saga-planning-for-the-unexpected/) - When we think of Carrie Fisher, we remember her as Princess Leia from Star Wars, a talented actress, and a witty author. However, her passing, along with that of her mother, Debbie Reynolds, brought to light the importance of estate planning. Let’s take a closer look at what happened to their estates and what lessons we
- [Spain's Duchess of Alba, 88, Died & Left NOTHING to Her "Boytoy" Husband!](https://trustcounsel.com/2015/01/pains-duchess-of-alba-88-died-left-nothing-to-her-boytoy-husband/) - We Americans are not usually familiar with European Royalty nor do we keep up with their endless amounts of gossip but this story caught my eye and has made headlines all over the world. Worth an estimated £3 billion, the late Spanish Duchess was one of Europe’s wealthiest aristocrats and one of the most flamboyant billionaires anywhere! She
- [Castro's Family to Inherit $900 Million or Nothing?!](https://trustcounsel.com/2016/12/castros-family-to-inherit-900-million-or-nothing/) - While the Castro family imposed a mandatory nine-day mourning period over Cuba, questions remain as to who will inherit the head of state’s fortune – or if there is any fortune to inherit at all.Depending on what source you believe, Fidel Castro was either a hero of the poor, living as a pauper, and owned
- [When the Dead Still Owe: How Epstein’s Estate—and His Banks—Paid the Price](https://trustcounsel.com/2025/07/when-the-dead-still-owe-how-epsteins-estate-and-his-banks-paid-the-price/) - Epstein's estate highlights how trust law, civil claims, and fiduciary duty collide when victims seek justice after death—and banks face scrutiny too. Epstein's estate highlights how trust law, civil claims, and fiduciary duty collide when victims seek justice after death—and banks face scrutiny too.
- [What Ozzy Osbourne’s Death Teaches Us About Estate Planning, Legacy, and Protecting What Matters](https://trustcounsel.com/2025/07/what-ozzy-osbournes-death-teaches-us-about-estate-planning-legacy-and-protecting-what-matters/) - Ozzy Osbourne's death shows why legacy, inheritance & estate planning for celebrities (and you) matters. A lesson from the Black Sabbath icon.
- [Farrah Fawcett's Face Launched an Inheritance War](https://trustcounsel.com/2015/05/farrah-fawcetts-face-launched-an-inheritance-war/) - Seventies beauty icon Farrah Fawcett died in June of 2009 following a terrible battle with cancer. When someone mentions Farrah Fawcett, most people think of her wispy blonde hair and good looks… but Farrah Fawcett was far from a stereotypical blonde model when it came to finances. She was known for renegotiating her Charlie’s Angels contract for an
- [Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2](https://trustcounsel.com/2023/08/legendary-rapper-dmx-dies-with-no-will-millions-in-debt-and-15-children-part-2/) - Legendary hip hop artist DMX—born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at his home in White Plains, New York. The heart attack was reportedly triggered by a cocaine overdose on April 2, which left the rapper hospitalized in a coma. After a week
- [The Golden Girl- and her Golden Retriever: Examining Betty White’s Rumored Estate Plans in the Wake of Her Passing](https://trustcounsel.com/2022/05/the-golden-girl-and-her-golden-retriever-examining-betty-whites-rumored-estate-plans-in-the-wake-of-her-passing/) - We at Trust Counsel know one thing to be true: with every year comes new surprises. But on December 31st, 2021, America lost one of its best and brightest national treasures: Betty White. Known for her iconic look, her great kindness, and her diverse acting portfolio, from The Lorax to The Proposal to The Golden
- [How FedEx Owner Fred Smith Safeguarded His Legacy Through Charitable Giving](https://trustcounsel.com/2025/07/how-fedex-owner-fred-smith-safeguarded-his-legacy-through-charitable-giving/) - “I think if you’ve done well in this country, it’s pretty churlish for you not to at least be willing to give a pretty good portion of that back to the public interest. And all this is in the great tradition of American philanthropy.” This is a quote from Fred Smith, the founder of FedEx,
- [Coco Chanel's Estate Showdown: Insights for Your Legacy](https://trustcounsel.com/2024/04/coco-chanels-estate-showdown-insights-for-your-legacy/) - Explore the legal intricacies of Coco Chanel's estate and understand how they might influence your own.
- [Michael Madsen’s Financials At Death Prove That Fame Doesn’t Always Equal Wealth](https://trustcounsel.com/2025/07/michael-madsens-financials-at-death-prove-that-fame-doesnt-always-equal-wealth/) - Michael Madsen, a frequent collaborator of Quentin Tarantino and the star of movies like “Reservoir Dogs” and “Kill Bill Vol. 2”, passed away suddenly at the age of 67 this past week, on July 3rd, 2025. At the time of his death, it was confirmed by his manager, Ron Smith, that the actor had passed
- [The Estate of Marvin Gaye: From Bankrupt to Not](https://trustcounsel.com/2019/04/the-estate-of-marvin-gaye-from-bankrupt-to-not/) - The first of this month marked the 35th anniversary of the tragic death of Marvin Gaye, who was just a day shy of his 45th birthday. The Prince of Soul had shaped the sound of Motown with hits that included “I Heard It Through the Grapevine” and albums like “What’s Going On”—which became a soundtrack
- [Essential Asset Protection Strategies for Miami Business Owners](https://trustcounsel.com/2025/08/essential-asset-protection-strategies-for-miami-business-owners/) - Why Asset Protection Is Critical in Miami’s EconomyMiami’s economy is a unique mix of high-value real estate, significant international capital, and fast-paced industries. While this environment creates incredible opportunities, it also makes local entrepreneurs attractive targets for litigation. In this landscape, asset protection is not a luxury for the wealthy; it is a fundamental business
- [Jamie Lee Curtis Prepares to Retire from Hollywood—And You Can Retire on Your Own Terms, Too](https://trustcounsel.com/2025/08/jamie-lee-curtis-prepares-to-retire-from-hollywood-and-you-can-retire-on-your-own-terms-too/) - Jamie Lee Curtis Prepares to Retire from Hollywood—And You Can Retire on Your Own Terms, Too. With Freakier Friday now in theaters, the Oscar winner is planning her future—reminding us all to prepare for retirement and protect our legacies through smart estate planning.
- [Parent Sanity Plan: What to Do When Your Teen Turns 18 and Heads to College](https://trustcounsel.com/2025/08/parent-sanity-plan-what-to-do-when-your-teen-turns-18-and-heads-to-college/) -  Parent sanity plan for 18‑year-olds heading to college. Reduce stress, build routines & independence before back‑to‑school. Parent sanity plan for 18‑year-olds heading to college. Reduce stress, build routines & independence before back‑to‑school.
- [Hulk Hogan’s Estate: Celebrity Estate Planning Lessons](https://trustcounsel.com/2025/07/hulk-hogans-estate-celebrity-estate-planning-lessons/) -  Explore what Hulk Hogan’s estate can teach about trusts, family legacy, and planning for highnet-worth individuals in Florida. Explore what Hulk Hogan’s estate can teach about trusts, family legacy, and planning for highnet-worth individuals in Florida.
- [The Not-So-Fantastic Estate of Stan Lee](https://trustcounsel.com/2025/07/the-not-so-fantastic-estate-of-stan-lee/) -  The Not-So-Fantastic Estate of Stan Lee reveals how poor estate planning led to elder abuse, family conflict, and a chaotic legacy battle. The Not-So-Fantastic Estate of Stan Lee reveals how poor estate planning led to elder abuse, family conflict, and a chaotic legacy battle.
- [Who Are the Top Estate Planning Attorneys in Miami? We Asked AI in 2025](https://trustcounsel.com/2025/07/top-5-estate-planning-attorneys-in-miami-2025-an-insiders-review/) - Top estate planning attorneys in Miami for 2025? We asked AI. Learn what really matters when choosing the right probate or estate lawyer in South Florida.
- [A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too](https://trustcounsel.com/2025/06/a-texas-mail-carriers-act-of-love-shows-why-your-pets-need-a-plan-too/) - When Ian Burke, a mail carrier from Destin, Texas, heard that Floyd—a 70-pound dog he’d befriended on his delivery route—had ended up in a shelter after his owner’s death, he didn’t hesitate. Burke arrived at the City of Denton Animal Shelter before it opened to be first in line to adopt Floyd and give him
- [Trouble in Paradise? Jimmy Buffet’s $275M Estate Faces Huge Legal Battle](https://trustcounsel.com/2025/06/trouble-in-paradise-jimmy-buffets-275m-estate-faces-huge-legal-battle/) - Jimmy Buffett’s $275M estate faces legal drama as his widow sues co-trustee for mismanagement and lack of transparency.
- [Understanding Ancillary Probate in Florida: A Guide for Out-of-State Property Owners](https://trustcounsel.com/2025/07/understanding-ancillary-probate-in-florida-a-guide-for-out-of-state-property-owners/) - Learn how ancillary probate works in Florida for out-of-state or foreign property owners. Understand key steps, costs, and how to avoid probate delays.
- [Divorce After 50: Common Mistakes That Can Ruin Retirement](https://trustcounsel.com/2013/08/divorce-after-50-common-mistakes-that-can-ruin-retirement/) - Beyond the emotional impact that divorce can have on couples of any age that decide to split, it can have a potentially devastating effect on the retirement plans of those who divorce later in life. Divorce after 50 usually results in a loss of income for both parties, which can mean working longer to fund
- [Taking the Complexity Out of Estate Planning](https://trustcounsel.com/2013/08/taking-the-complexity-out-of-estate-planning/) - Remember that old joke: How do you eat an elephant? Answer: One bite at a time. At the heart of that gag is the truth about how you tackle any seemingly complex task, taking it one step at a time so as not to overwhelm yourself.Many people neglect to create an estate plan because they
- [How to Reduce the Risk of Identity Theft When a Loved One Dies](https://trustcounsel.com/2013/08/how-to-reduce-the-risk-of-identity-theft-when-a-loved-one-dies/) - A new trend in identity theft – afterlife identity theft – is on the rise, with thieves scouring obituaries for personal information to steal the identities of those who have passed. When you lose a loved one, it is important to take quick action and notify a number of institutions and government agencies about the
- [The Sad Truth About Liam Payne's $32.2 Million Estate](https://trustcounsel.com/2025/05/the-sad-truth-about-liam-paynes-32-2-million-estate/) - In October of 2024, music star and former One Direction Member, Liam Payne, died tragically at the age of 31 after falling off of a balcony in Argentina. His death, which made headlines for its sudden and tragic nature, was also heavily followed, not just because several people were charged with criminal negligence in relation
- [Anne Heche Estate: An Ongoing Legal Quagmire](https://trustcounsel.com/2024/05/anne-heche-estate-an-ongoing-legal-quagmire/) - Uncover the complex legal challenges that emerged after the tragic death of Anne Heche. Discover the new creditor claims, and discover why comprehensive estate planning is crucial to prevent similar turmoil.
- [Navigating the Complexities of O.J. Simpson's Estate After His Death](https://trustcounsel.com/2024/05/navigating-the-complexities-of-o-j-simpsons-estate-after-his-death/) - Learn how the complex probate of O.J. Simpson's estate impacts a $33.5 million judgment, and discover key estate planning tips, including the strategic use of trusts.
- [Celebrity Estate Plan: Jay Leno’s Case is No Laughing Matter](https://trustcounsel.com/2024/08/celebrity-estate-plan-jay-lenos-case-is-no-laughing-matter/) - To illustrate the importance of planning for incapacity, we’ll examine the real-life court case involving Jay Leno and his wife, Mavis. I assure you, it is no laughing matter.
- [The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided](https://trustcounsel.com/2025/05/the-missing-will-mystery-how-zappos-ceos-estate-chaos-could-have-been-avoided/) - Tony Hsieh’s estate chaos shows why a will alone isn’t enough. Discover how an estate plan protects your wishes, loved ones, and legacy.
- [The Hand of Chaos: Lessons from Maradona's Tangled Estate](https://trustcounsel.com/2024/07/the-hand-of-chaos-lessons-from-maradonas-tangled-estate/) - oin us as we analyze Diego Maradona's complex and troubled estate and learn about the mistakes you should not repeat for your estate plan.
- [Joan Rivers' Estate: How the Queen of Sass Protected Her Family and Pets](https://trustcounsel.com/2024/09/joan-rivers-estate-how-the-queen-of-sass-protected-her-family-and-pets/) - Discover how Joan Rivers mastered celebrity estate planning, ensuring her family and pets were taken care of. Learn estate planning tips you can use too!
- [Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts](https://trustcounsel.com/2024/10/matthew-perrys-estate-plan-demonstrates-the-benefits-of-trusts/) - In this article, we’ll look at Perry’s estate plan and pull out some valuable lessons. These lessons pertain to all of us, not just the rich and famous.
- [Gene Hackman's Estate: A Wake-Up Call](https://trustcounsel.com/2025/04/gene-hackmans-estate-a-wake-up-call/) - Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours. Read more...
- [Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy](https://trustcounsel.com/2025/05/beyond-remembrance-how-memorial-day-can-inspire-leaving-your-own-legacy/) - Memorial Day legacy planning, estate planning, legacy preservation, Trust Counsel, military heirlooms, family legacy, estate attorney Miami
- [The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones](https://trustcounsel.com/2025/04/the-death-tax-repeal-act-of-2025-what-it-could-mean-for-you-and-your-loved-ones/) - The Death Tax Repeal Act of 2025 could dramatically change how wealth transfers between generations, potentially eliminating the estate tax entirely.
- [Luigi Mangione Might Be Excluded From Inheriting Grandma’s $30M Fortune](https://trustcounsel.com/2024/12/luigi-mangione-might-be-excluded-from-inheriting-grandmas-30m-fortune/) - Luigi Mangione Might Be Excluded From Inheriting Grandma’s $30M Fortune. Learn how a detailed estate plan can protect your legacy with Trust Counsel.
- [Family Feuds and Tax Troubles: The Complex Challenges Facing the Michael Jackson Estate](https://trustcounsel.com/2024/06/family-feuds-and-tax-troubles-the-complex-challenges-facing-the-michael-jackson-estate/) - June is home to World Music Day on June 21st, celebrating music in communities. It's a fitting time to discuss Michael Jackson, the iconic "King of Pop," whose estate faces legal issues with the IRS and family disputes years after his death.
- [What You Can Learn From the Clintons' Tax Returns](https://trustcounsel.com/2016/10/what-you-can-learn-from-the-clintons-tax-returns/) - In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released their 2015 federal tax return. Tax returns have been a hot topic this year, as candidate Donald Trump continues to refuse to release his tax returns.What can you learn from reviewing the Clinton’s tax returns about how to
- [Lessons from Tony Bennett's Estate Battle](https://trustcounsel.com/2024/11/lessons-from-tony-bennetts-estate-battle/) - Tony Bennett's $100M estate is at the center of a family lawsuit. Learn what went wrong and how proper estate planning can protect your loved oness. Tony Bennett's $100M estate is at the center of a family lawsuit. Learn what went wrong and how proper estate planning can protect your loved ones.
- [Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy](https://trustcounsel.com/2025/02/estate-planning-during-divorce-lessons-from-shannen-dohertys-legacy/) - Shannen Doherty’s estate planning during divorce shows why updating wills and protecting assets is crucial. Learn key steps to safeguard your legacy today.
- [Was Shelley Duvall’s 6-Figure Estate Plan Flawless?](https://trustcounsel.com/2024/10/was-shelley-duvalls-6-figure-estate-plan-flawless/) - Explore the estate planning challenges faced by Shelley Duvall and her partner, Dan Gilroy. Learn why having a solid estate plan is crucial, especially for unmarried couples, to protect your legacy and ensure your wishes are honored. Discover key estate planning lessons from Shelley Duvall's story and why it's essential for unmarried couples to plan ahead for their future.
- [Selena Gomez Just Hit Billionaire Status—What Entrepreneurs Can Learn](https://trustcounsel.com/2024/11/selena-gomez-just-hit-billionaire-status-what-entrepreneurs-can-learn/) - Selena Gomez just hit billionaire status—what entrepreneurs can learn. Discover why updating your estate plan is crucial when your wealth grows.
- [Why Business Owners Deserve More Than an Easy or Cheap Estate Plan](https://trustcounsel.com/2025/05/why-business-owners-deserve-more-than-an-easy-or-cheap-estate-plan/) - Why Business Owners Deserve More Than an Easy or Cheap Estate Plan: Learn why aligning estate plans with business documents is key to avoiding costly mistakes.
- [A Mother's Legacy: Estate Planning as Your Greatest Expression of Love](https://trustcounsel.com/2025/05/a-mothers-legacy-estate-planning-as-your-greatest-expression-of-love/) - This Mother's Day, discover estate planning as your greatest expression of love. Protect your family’s future and pass on your values with a personalized plan.
- [10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)](https://trustcounsel.com/2025/04/10-guardian-mistakes-that-could-put-your-kids-at-risk-and-how-to-do-it-right/) - Learn the 10 common mistakes parents make when naming guardians and how a Kids Protection Plan® ensures your children are cared for—no matter what.
- [The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan](https://trustcounsel.com/2025/04/the-700-million-mistake-why-an-asset-inventory-is-an-essential-part-of-your-estate-plan/) - James Howells lost 8,000 BTC in the trash. His $700M mistake shows why protecting digital assets is a must in modern estate planning.
- [Bitcoin, Ethereum, and the Blockchain: What Happens When You Die?](https://trustcounsel.com/2017/08/bitcoin-ethereum-and-the-blockchain-what-happens-when-you-die/) - Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what it is or how it affects your estate planning. Or, maybe you’ve got yourself some Bitcoin, but haven’t given thought to what would happen to your digital currency in the event of your death or incapacity. So today’s
- [What Is Elder Abuse and How Can You Keep Yourself (or Your Parents) Safe?](https://trustcounsel.com/2016/10/what-is-elder-abuse-and-how-can-you-keep-yourself-or-your-parents-safe/) - One day, you will be an elderly person, you hope. Maybe you are already there. Or, your parents are.And, unfortunately, as more of us age, there is more and more cases of elder abuse, and in order to stop it, we must first spot it and understand the totality of the problem.Physical abuse is obvious.
- [When Is the Purchase of Long-Term Care Insurance Worth It?](https://trustcounsel.com/2016/06/when-is-the-purchase-of-long-term-care-insurance-worth-it/) - Elder Care is emerging as a significant issue for many people as life spans continue to increase. It is nice to know that because of health care advances, we can expect to live longer, but there are no included guarantees on the quality of life in the later years.Many people eventually face a period in
- [Clean Burials: New Mushroom Suit Removes Body Toxins](https://trustcounsel.com/2016/07/clean-burials-new-mushroom-suit-removes-body-toxins/) - If you have ever wondered about the impact your body will have on the environment when you are gone, you are not alone. Traditional burial and cremation both present significant environmental challenges.When traditional burial is used, embalming fluid—typically a formaldehyde cocktail—is injected into the body to delay decomposition. While these chemicals achieve the desired effect
- [Senior Drivers and Safe Driving](https://trustcounsel.com/2015/12/senior-drivers-and-safe-driving/) - One of the uncomfortable moments of life for many people is when they try to address automobile ownership and driving with their elderly family members. States have grappled with this issue over the years, considering driver’s tests for older drivers and other measures to promote driver safety.According to the National Highway Traffic Safety Administration, older
- [Family Financial Traditions](https://trustcounsel.com/2016/02/family-financial-traditions/) - To some degree or another, we are all a function of the social environments in which we were raised. Of course, that encompasses both positives and negatives. When it comes to money, the first exposure we have to its management is in our families. That makes good money management practices a real gift that parents
- [How To Talk To Your Parents and Get Them To Stay Home](https://trustcounsel.com/2020/03/how-to-talk-to-your-parents-and-get-them-to-stay-home/) - There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear threat, illness, poverty, civil unrest, or all of the above. However, the use of the word “unprecedented” regarding what’s happening now is not an exaggeration. And they may not understand it all or
- [Who Would Care For Your Children If You Got Sick With COVID-19?](https://trustcounsel.com/2020/05/who-would-care-for-your-children-if-you-got-sick-with-covid-19/) - The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have.It brings to mind something a colleague of mine shared recently. One unremarkable weekend, she left her small children with a babysitter and headed out to enjoy dinner at a restaurant with her
- [A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 1](https://trustcounsel.com/2021/09/a-not-so-happy-accident-bob-rosss-estate-planning-failures-leave-his-son-with-next-to-nothing-part-1/) - As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of hair, soothing baritone voice, and folksy demeanor as he was for his iconic landscape paintings. And like so many other artists, Bob’s artwork and image
- [How Long-Term Care Planning Can Protect You From Medicaid Divorce](https://trustcounsel.com/2015/03/how-long-term-care-planning-can-protect-you-from-medicaid-divorce/) - Currently, it is estimated that 7 in 10 Americans will need some type of long-term care, with Medicaid expected to pay for two-thirds of those long-term care services.A recent Huffington Post article entitled, Is Divorce the Best Option for Older Americans? examined how Medicaid qualification rules actually encourage divorce for married seniors who may only
- [Protect Your Home, Family, & Assets From The Growing  Threat Of Natural Disasters](https://trustcounsel.com/2022/03/protect-your-home-family-assets-from-the-growing-threat-of-natural-disasters/) - Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and wildfires in California to hurricanes in Louisiana and tornados in the Midwest, few regions of the country are immune to such catastrophes. And based on the latest data from the United
- [A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 2](https://trustcounsel.com/2021/09/a-not-so-happy-accident-bob-rosss-estate-planning-failures-leave-his-son-with-next-to-nothing-part-2/) - As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of hair, soothing baritone voice, and folksy demeanor as he was for his iconic landscape paintings. And like so many other artists, Bob’s artwork and image
- [Survey Finds Wealthy Parents Fear Inheritances Will Do More Harm Than Good](https://trustcounsel.com/2015/05/survey-finds-wealthy-parents-fear-inheritances-will-do-more-harm-than-good/) - A survey recently released by Merrill Lynch’s Private Banking and Investment Group — How Much Should I Give to My Family? — shows that the #1 concern of wealthy parents is that the inheritances they plan to leave their children will do more harm than good.Of the 206 high net worth parents surveyed, 91% said
- [Businesses Owners Take Caution When Developing Social Media Policies](https://trustcounsel.com/2014/09/businesses-owners-take-caution-when-developing-social-media-policies/) - There are currently 13 states with laws governing an employer’s access to employees’ personal social media accounts, and 20 other states have similar legislation pending. According to recent research, 73% of American adult Internet users also use social media, so it is probably a good bet that most of your employees are on social media.To
- [How the Overtime Rules Overhaul May Impact Small Businesses](https://trustcounsel.com/2014/09/how-overtime-rules-overhaul-may-impact-small-businesses/) - On March 13, President Obama signed a presidential memorandum that directs the U.S. Department of Labor to propose new rules governing overtime exemption regulations for white collar workers under the Fair Labor Standards Act (FLSA).The Presidential Memorandum instructs the Secretary of Labor to update the FLSA regulations for workers who qualify for overtime protection, stating
- [Develop a Positive Morning Routine for Your Family](https://trustcounsel.com/2014/09/develop-a-positive-morning-routine-for-your-family/) - When I was a child my mom sure had a hard time with me in the mornings! She would have to force me to wake up by turning on all the lights and yelling at me several times to get out of bed. Alarm clocks were no match for me!! So when I read an
- [Estate Planning After Marriage Equality: What All Couples Should Know](https://trustcounsel.com/2016/11/estate-planning-after-marriage-equality-what-all-couples-should-know/) - In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need to take to ensure your wishes are honored in the event of
- [The Legal Planning You Need to Do for Your High School Graduate](https://trustcounsel.com/2014/06/the-legal-planning-you-need-to-do-for-your-high-school-graduate/) - If you’re the parent of a high school graduate this year, congratulations! You’ve put in a lot of time and effort toward their earning that diploma, and whatever their next step in life will be, you likely want to protect them just as much as you did while they were still in high school.But before
- [The REAL Lessons Learned From James Gandolfini’s Estate](https://trustcounsel.com/2014/08/the-real-lessons-learned-from-james-gandolfinis-estate/) - James Gandolfini, who won three Emmy awards portraying mob-boss Tony Soprano for eight years on HBO’s The Sopranos, died on June 19th, 2013 in a very unexpected manner. That day, he was touring Rome with his 13-year old son, Michael, when he suffered the sudden and fatal heart attack. James Gandolfini’s Will made headlines for the
- [Why Reviewing Your Trust Regularly Isn't Optional—It's Essential](https://trustcounsel.com/2025/03/why-reviewing-your-trust-regularly-isnt-optional-its-essential/) - Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it. Read more...
- [Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits](https://trustcounsel.com/2025/03/beyond-the-fdic-safety-net-protecting-your-cash-when-your-savings-exceed-insurance-limits/) - Your life savings may exceed FDIC insurance limits, leaving portions of your hard-earned money unprotected if your bank fails. Learn strategic approaches to safeguard your entire financial legacy and ensure the maximum protection for your deposits. Read more…
- [Estate Planning Lessons from Influential Women – A Tribute for Women’s History Month](https://trustcounsel.com/2025/03/estate-planning-lessons-from-influential-women-a-tribute-for-womens-history-month/) - Discover key estate planning lessons from influencial women like Flo Jo, Maya Angelou, and Doris Duke. Secure your legacy with expert guidance from Trust Counsel.
- [Planning a Trip? Protect Your Children with a Kids Protection Plan®](https://trustcounsel.com/2025/03/planning-a-trip-protect-your-children-with-a-kids-protection-plan/) - Planning a trip? A Kids Protection PlanⓇ ensures your children’s safety if an emergency happens. Avoid legal risks & travel with peace of mind. Learn more!
- [Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples](https://trustcounsel.com/2025/02/protecting-your-rights-estate-planning-strategies-for-same-sex-couples/) - Many same-sex couples are concerned about potential rollbacks of federal marriage protections and what that could mean for their families. While certain federal benefits could be affected by policy changes, comprehensive estate planning provides crucial protections regardless of marriage recognition.
- [The Unexpected Challenges of Being an Estate Executor](https://trustcounsel.com/2025/02/the-unexpected-challenges-of-being-an-estate-executor/) -  Being named as an executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. Being named as an executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved.
- [FREE REPORT: 5 Things to Know Before Hiring a Personal or Estate Planning Lawyer](https://trustcounsel.com/2025/02/5-things-to-know-before-hiring-a-personal-or-estate-planning-lawyer-free-report/) - Choosing the right estate planning attorney is crucial. Avoid costly mistakes with these 5 key factors to protect your legacy. Read more!
- [Florida Homestead Exemption: Deadline For First-Time Filers & Updates](https://trustcounsel.com/2025/02/florida-homestead-exemption-deadline-for-first-time-filers-updates/) - One of the biggest benefits of living in Florida is the Homestead Exemption, which reduces the taxable value of your primary residence. Recent legislative changes have enhanced the Homestead Exemption, further bringing down yearly property taxes for Florida homeowners. One of the biggest benefits of living in Florida is the Homestead Exemption, which reduces the taxable value of your primary residence.
- [Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future](https://trustcounsel.com/2025/01/trusts-homeowners-insurance-what-you-need-to-know-so-you-dont-get-a-claim-denied-in-the-future/) - Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust.
- [National Unclaimed Property Day: Why Estate Planning is More Than Just Documents](https://trustcounsel.com/2025/01/national-unclaimed-property-day-why-estate-planning-is-more-than-just-documents/) - Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? As we approach National Unclaimed Property Day on February 1st, learn how proper estate planning can prevent your assets from becoming part of this staggering statistic.
- [2025 Tax Year Estate Planning Related Tax Exemption Figures](https://trustcounsel.com/2024/12/2025-tax-year-estate-planning-related-tax-exemption-figures/) - 2025 Tax Year Estate Planning Related Tax Exemption Figures: Higher exemptions this year, but major reductions loom in 2026. Maximize your estate plan now! 2025 Tax Year Estate Planning Related Tax Exemption Figures: BEA and GST exemptions rise to $13.99M, gift tax hits $19K. Big changes coming in 2026—plan ahead!
- [Year-End Options for Giving to Charity](https://trustcounsel.com/2024/12/year-end-options-for-giving-to-charity/) - Incorporate charitable giving into your estate plan to support causes you love and create a lasting legacy that makes a difference.
- [BOI/CTA UPDATE: Appeals Court Reinstates - Then Suspends - Corporate Transparency Act Filing Requirement](https://trustcounsel.com/2024/12/boi-cta-update-appeals-court-reinstates-then-suspends-corporate-transparency-act-filing-requirement/) - Business owners, you may be feeling a little whiplash after the 5th Circuit’s decisions this week.
- [How Thanksgiving Can Inspire Your Family Legacy Planning](https://trustcounsel.com/2024/11/how-thanksgiving-can-inspire-your-family-legacy-planning/) - While passing down family recipes and gathering around the Thanksgiving table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family's broader legacy.
- [Protect Your Life's Work With Smart Succession Planning](https://trustcounsel.com/2024/11/protect-your-lifes-work-with-smart-succession-planning/) - Protect Your Life's Work With Smart Succession Planning. Discover 5 key strategies to secure your legacy, prepare your successor, and minimize taxes.
- [Veterans: Honor Your Legacy with Estate Planning – Here’s How](https://trustcounsel.com/2024/11/veterans-honor-your-legacy-with-estate-planning-heres-how/) - Veterans, honor your legacy with estate planning. Learn how to protect your family’s future and maximize your earned benefits through expert estate planning.
- [How to Make Your Inheritance Last](https://trustcounsel.com/2024/10/how-to-make-your-inheritance-last/) - Make your inheritance last a lifetime with smart planning. Learn key steps to protect, grow, and preserve your wealth for future generations.
- [How DIY Wills Can Go Wrong: Lessons from a Florida Case](https://trustcounsel.com/2024/10/how-diy-wills-can-go-wrong-lessons-from-a-florida-case/) - Avoid DIY will pitfalls! Discover how Trust Counsel can help you simplify probate and protect your legacy. Secure your family's future today!
- [A Power of Attorney May Not Be What You Think](https://trustcounsel.com/2024/09/a-power-of-attorney-may-not-be-what-you-think/) - If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is and how it works? Read more…
- [How Can Blended Families Protect Inheritance for Children from Previous Marriages?](https://trustcounsel.com/2024/09/how-can-blended-families-protect-inheritance-for-children-from-previous-marriages/) - Discover how blended families can protect inheritance for children from previous marriages with essential estate planning tips. Ensure a legacy of peace and care for all family members.
- [How Literacy Shapes Your Legacy](https://trustcounsel.com/2024/09/how-literacy-shapes-your-legacy/) - Discover how understanding literacy can help you secure both your legacy and your finances.
- [Back-to-School Season: Don't Forget to Update Your Estate Plan](https://trustcounsel.com/2024/08/back-to-school-season-dont-forget-to-update-your-estate-plan/) - Discover 7 essential tips for updating your estate plan before the back-to-school season. Ensure your family's future security with these practical steps.
- [Should Childless Couples Have a Will? Estate Planning Without Children](https://trustcounsel.com/2024/08/should-childless-couples-have-a-will-estate-planning-without-children/) - Learn why childless couples need to will and what unique options they have at hand to build an estate plan.
- [What You Need to Know About the IRS Rule Change in Irrevocable Trusts](https://trustcounsel.com/2024/07/what-you-need-to-know-about-the-irs-rule-change-in-irrevocable-trusts/) - Learn about the new IRS rule on irrevocable trusts and find out how this may affect your estate plan and your assets.
- [Why You Should Update Your Estate Plan During Election Year](https://trustcounsel.com/2024/07/why-you-should-update-your-estate-plan-during-election-year/) - Learn these 3 reasons why you should update your Estate Plan in election years and the best way to do it.
- [Score Big with Estate Planning: Safeguarding Your Young Athlete's Future](https://trustcounsel.com/2024/07/score-big-with-estate-planning-safeguarding-your-young-athletes-future/) - Discover how a proper estate plan is an ideal tool to safeguard your child athlete's professional future beyond college and more.
- [Beckenbauer's Ultimate Game Plan: Craft a Winning Estate Plan](https://trustcounsel.com/2024/07/beckenbauers-ultimate-game-plan-craft-a-winning-estate-plan/) - Franz Beckenbauer passed away on January 8, 2024, at the age of 78. Aware of his declining health, he meticulously crafted his will in February 2023, ensuring that his wishes were clear, and his family was well taken care of. This foresight highlights the importance of preparing for the inevitable.
- [Major Life Changes in 2024? Time to Update Your Estate Plan](https://trustcounsel.com/2024/07/major-life-changes-in-2024-time-to-update-your-estate-plan/) - Discover the important life events that are signs that you should update your estate plan so that it can protect your loved ones and assets.
- [Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence](https://trustcounsel.com/2024/07/value-freedom-heres-why-an-estate-plan-is-your-declaration-of-independence/) - As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness - take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the event of incapacity. An estate plan, is the way to express your liberty.
- [They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood](https://trustcounsel.com/2024/06/theyre-not-kids-anymore-navigating-your-childs-transition-into-adulthood/) - When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But you can still step in and help them if you and your child plan ahead.
- [Common Estate Planning Mistakes: Lessons from 5 Loving Fathers](https://trustcounsel.com/2024/06/common-estate-planning-mistakes-lessons-from-5-loving-fathers/) - 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 Hoffman. These celebrities, though devoted to their families, made estate planning mistakes that left their loved ones facing
- [Father Knows Best: Avoiding Common Estate Planning Pitfalls](https://trustcounsel.com/2024/06/father-knows-best-avoiding-common-estate-planning-pitfalls/) - 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.
- [Crafting a Lasting Legacy with Estate Planning](https://trustcounsel.com/2024/05/crafting-a-lasting-legacy-with-estate-planning/) - Legacy includes capturing your life stories, passing on your values, and ensuring your loved ones have a record of the essence of what matters to you. These are the things you leave behind that mean the most to your loved ones.
- [Estate Planning and Insurance: Why They Go Hand-in-Hand](https://trustcounsel.com/2024/05/estate-planning-and-insurance-why-they-go-hand-in-hand/) - Discover the types of insurance you need and how they fit into a comprehensive estate plan.
- [Dune: How Its Author's Sudden Death Left Dune 7 Buried in the Sand](https://trustcounsel.com/2024/05/dune-how-its-authors-sudden-death-left-dune-7-buried-in-the-sand/) - The new sci-fi movie franchise "Dune" has captivated audiences with "Dune: Part One" and its sequel, "Dune: Part Two". While it's not the first adaptation of Frank Herbert's legendary work, these latest films have achieved greater critical success.
- [10 Steps to Take Now to Secure a Comfortable Retirement: Part 2](https://trustcounsel.com/2024/05/10-steps-to-take-now-to-secure-a-comfortable-retirement-part-2/) - As we continue with the second part of our series, we'll delve into additional areas that are crucial for ensuring your golden years are not only financially stable but also enriched with independence, health, and continued personal growth.
- [10 Steps to Take Now to Secure a Comfortable Retirement: Part 1](https://trustcounsel.com/2024/05/10-steps-to-take-now-to-secure-a-comfortable-retirement-part-1/) - Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and strategic planning. Since May is Older Americans Awareness Month, it's the perfect opportunity to explore 10 steps you can take now to ensure a comfortable and fulfilling retirement. In this article, we’ll discuss the first 5 steps, why they’re important, and how to implement them.
- [The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks](https://trustcounsel.com/2024/04/the-dark-side-of-the-internet-protect-yourself-from-online-scams-and-digital-attacks/) - Sadly, online scams and digital attacks are becoming more common. In this week’s article, we discuss 7 practical steps you can take to secure your online data. It’s never been more important than it is now.
- [What Happens To Your Social Media Account When You Die?](https://trustcounsel.com/2024/04/what-happens-to-your-social-media-account-when-you-die/) - Ever wondered what happens to your social media accounts after you pass away? Each social media platform has its own rules, so understanding these options is essential for managing your digital accounts responsibly.
- [Estate Planning: A Gift of Peace and Power for Every Mother](https://trustcounsel.com/2024/05/estate-planning-a-gift-of-peace-and-power-for-every-mother/) - Estate planning helps you protect yourself, your children and your financial stability so you’re prepared for anything. That’s the best gift a mom can get.
- [Unraveling the Importance of Intellectual Property Rights and Estate Planning in 5 Landmark Cases](https://trustcounsel.com/2024/04/unraveling-the-importance-of-intellectual-property-rights-and-estate-planning-in-5-landmark-cases/) - Discover the fascinating stories behind five iconic cases that illuminate the profound significance of intellectual property rights and estate planning.
- [Closing the Financial Literacy Gap: A Call to Action for America](https://trustcounsel.com/2024/04/unlocking-financial-success-celebrating-financial-literacy-month/) - Discover the key to financial success during Financial Literacy Month with Trust Counsel.
- [Unveiling the Legacy: Matthew Perry’s Will Reveals Intriguing Hollywood Connections](https://trustcounsel.com/2024/04/unveiling-the-legacy-matthew-perrys-will-reveals-intriguing-hollywood-connections/) - Join us as we look at the recently published will of Matthew Perry and the wealth management lessons it leaves us with.
- [Why Estate Planning Is the Best Use of Your Tax Refund](https://trustcounsel.com/2024/04/why-estate-planning-is-the-best-use-of-your-tax-refund/) - So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning. Here’s why. Read more…
- [How to Navigate Estate Planning Across the Generations](https://trustcounsel.com/2024/04/how-to-navigate-estate-planning-across-the-generations/) - Discover the essential steps and considerations for effective estate planning at every stage of life. From early adulthood to retirement.
- [Navigating the World of Cryptocurrency: A Guide for Parents and Teens](https://trustcounsel.com/2024/04/navigating-the-world-of-cryptocurrency-a-guide-for-parents-and-teens/) - In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you are the parent of teens, understanding cryptocurrency is crucial so you can provide them with the guidance they need to navigate this new world safely and wisely. Luckily, I’m here to help you learn what you need to know.
- [Amelia Earhart: Soaring Beyond Limits](https://trustcounsel.com/2024/03/amelia-earhart-soaring-beyond-limits/) - Join us in remembering Amelia Earhart's amazing accomplishments that not only revolutionized aviation but the fight for women’s equal rights.
- [April Fools! How DIY Wills and Trusts Offer a False Sense of Security](https://trustcounsel.com/2024/03/april-fools-how-diy-wills-and-trusts-offer-a-false-sense-of-security/) - 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 what it is
- [Unraveling the Glittering Legacy of Elizabeth Taylor’s Estate Battle](https://trustcounsel.com/2024/03/unraveling-the-glittering-legacy-of-elizabeth-taylors-estate-battle/) - Learn about the private and calculated estate plan of Elizabeth Taylor and the challenges it overcame.
- [Blended Families + Death = Potential Nightmare.](https://trustcounsel.com/2024/03/blended-families-death-potential-nightmare/) - Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from anyway?). In this article, we’ll focus on one of the types of families that’s common in our modern culture: the blended family.
- [The Fearless Advocate for Education Equality: Malala Yousafzai](https://trustcounsel.com/2024/03/the-fearless-advocate-for-education-equality-malala-yousafzai/) - Let's delve into the exceptional story of Malala Yousafzai and her ongoing fight for education and gender equality.
- [Avoid These 3 Mistakes When Choosing a Successor for Your Business](https://trustcounsel.com/2024/03/avoid-these-3-mistakes-when-choosing-a-successor-for-your-business/) - 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 qualifications plus the vision and capabilities to steer your company toward continued success.
- [Nina Wang: A Visionary’s Journey to Empowerment and Philanthropy](https://trustcounsel.com/2024/03/nina-wang-a-visionarys-journey-to-empowerment-and-philanthropy/) - Discover the extraordinary journey of Nina Wang, Asia's richest woman, whose inspiring story is a once-in-a-generation tale, fitting for the celebration of Women's History Month.
- [The Enduring Legacy of Princess Diana: Honoring Her Impact on Women’s History Month Pt. 2](https://trustcounsel.com/2024/03/the-enduring-legacy-of-princess-diana-honoring-her-impact-on-womens-history-month-pt-2/) - Explore a valuable lesson in Estate Planning from Princess Diana's last will.
- [The Enduring Legacy of Princess Diana: Honoring Her Impact on Women’s History Month Pt. 1](https://trustcounsel.com/2024/03/the-enduring-legacy-of-princess-diana-honoring-her-impact-on-womens-history-month-pt-1/) - Rediscover Princess Diana's legacy, her cultural, social, and philanthropic impact, and learn how she continues to teach us lessons about estate planning. Rediscover Princess Diana's legacy, her cultural, social, and philanthropic impact, and learn how she continues to teach us lessons about estate planning.
- [3 Estate Planning Documents Your Parents Need Right Now](https://trustcounsel.com/2024/03/3-estate-planning-documents-your-parents-need-right-now/) - 3 Estate Planning Documents Your Parents Need Right Now 3 Estate Planning Documents Your Parents Need Right Now
- [Lessons in Estate Planning From Iconic Women](https://trustcounsel.com/2024/03/lessons-in-estate-planning-from-iconic-women/) - Learn about the famous estate battles involving Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt, and understand how similar situations could potentially affect you now. Learn about the famous estate battles involving Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt, and understand how similar situations could potentially affect you now.
- [14 Ways to Show Your Finances Some Love This Year - Part 2](https://trustcounsel.com/2024/03/14-ways-to-show-your-finances-some-love-this-year-part-2/) - 14 Ways to Show Your Finances Some Love This Year – Part 2Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:Make a Qualified Charitable Distribution (QCD)Front-load Your 401(k) ContributionsSet Up an IRA for a ChildMake Donations During Spring CleaningGive the
- [14 Ways to Show Your Finances Some Love This Year - Part 1](https://trustcounsel.com/2024/02/14-ways-to-show-your-finances-some-love-this-year-part-1/) - 14 Ways to Show Your Finances Some Love This Year – Part 1 Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through
- [Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This](https://trustcounsel.com/2024/02/think-your-kids-will-automatically-be-cared-for-in-the-way-you-want-they-might-not-be-unless-you-do-this/) - As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no
- [Want to Show Your Partner How Much You Love Them? Put Them In Your Will](https://trustcounsel.com/2024/02/want-to-show-your-partner-how-much-you-love-them-put-them-in-your-will/) - Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise gifts, and meaningful notes. But an often
- [2 Conversations About Money and Death You Need to Have With Your Parents Right Now](https://trustcounsel.com/2024/01/2-conversations-about-money-and-death-you-need-to-have-with-your-parents-right-now/) - If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets
- [JEFFREY EPSTEIN’S ESTATE – 3 LEGAL ISSUES LEFT TO BE DECIDED](https://trustcounsel.com/2024/01/jeffrey-epstein-3-legal-issues-left-to-be-decided/) - Jeffrey Epstein’s signing of a Will two days before his suicide leaves many legal issues that I hypothesize will take more than a decade to decide. By creating a “pour-over Will” into a trust he created, we know that he has planned for privacy regarding who are his beneficiaries and how his assets (estimated at
- [Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way](https://trustcounsel.com/2024/01/protecting-your-familys-safety-net-how-to-set-up-your-life-insurance-policy-the-right-way/) - A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones' future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is –
- [Unveiling the Epic Estate Odyssey of the King of Pop: Thrills, Feuds, and Moonwalking Through Michael Jackson's Legac](https://trustcounsel.com/2024/02/unveiling-the-epic-estate-odyssey-of-the-king-of-pop-thrills-feuds-and-moonwalking-through-michael-jacksons-legac/) - Let's Get Ready to Moonwalk Through the Interestingly Complicated and Equally Electrifying Estate Planning Case of the One and Only King of Pop, Michael Jackson From IRS battles to abuse allegations, this courtroom concert played a tune of intricacy and controversy across the Jackson family tree. Grab your microphones and prepare for a thriller as
- [In the Shadows of Hollywood's Glitter, Paul Walker's Legacy Unveils Legal Drama: Lessons Beyond the Fast & Furious](https://trustcounsel.com/2024/02/in-the-shadows-of-hollywoods-glitter-paul-walkers-legacy-unveils-legal-drama-lessons-beyond-the-fast-furious/) - In the flashy realm of Hollywood, where the spotlight often conceals the complications behind the scenes, Paul Walker's legacy serves as a constant reminder that even the brightest stars can face dreadful, prolonged legal battles. Beyond the heart-pounding car chases and gripping action scenes of the "Fast & Furious" series, Walker's own life took a
- [This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid](https://trustcounsel.com/2024/01/this-change-to-the-fafsa-rules-could-help-your-grandkids-qualify-for-more-student-aid/) - Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or distributions from a grandparent's 529 college savings plan were subject to FAFSA reporting, potentially
- [Unveiling the Kardashian Diary Drama: Estate Planning in the Spotlight:](https://trustcounsel.com/2024/02/unveiling-the-kardashian-diary-drama-estate-planning-in-the-spotlight/) - 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 a great opportunity to discuss the father of it all, Robert Kardashian, and his particularly intriguing
- [Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family](https://trustcounsel.com/2024/01/hiring-a-lawyer-what-flat-fees-hourly-fees-and-retainer-billing-could-mean-for-your-life-and-family/) - Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney you like who will understand your family’s needs, but you also have to consider the
- [What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2](https://trustcounsel.com/2024/01/what-caregivers-need-to-know-about-estate-planning-for-a-loved-one-with-dementia-part-2/) - Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1 and what this means for their ability to protect their wishes through an estate plan. We covered: -What it means to
- [What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1](https://trustcounsel.com/2024/01/what-caregivers-need-to-know-about-estate-planning-for-a-loved-one-with-dementia-part-1-2/) - Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, we'll explore
- [Safeguarding Your Legacy: The Crucial Role of Estate Planning Attorneys in the Wake of Anne Heche's Tragic Demise](https://trustcounsel.com/2024/01/safeguarding-your-legacy-the-crucial-role-of-estate-planning-attorneys-in-the-wake-of-anne-heches-tragic-demise/) - The Complications Unveiled The passing of renowned actress Anne Heche not only left a void in the entertainment world but also unveiled a complex aftermath of legal battles, highlighting the critical need for meticulous estate planning. In this article, we delve into the intricacies of Heche's case and emphasize the pivotal role that estate
- [Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning](https://trustcounsel.com/2024/01/holding-space-for-grief-ways-to-comfort-and-support-a-loved-one-in-mourning-2/) - Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve
- [The Melting Legacy: The Icy Feuds and Creamy Conspiracies of Tom Carvel's Ice Cream Empire](https://trustcounsel.com/2024/01/the-melting-legacy-the-icy-feuds-and-creamy-conspiracies-of-tom-carvels-ice-cream-empire/) - Tom Carvel, the father of soft-serve ice cream, provided us with generations of creamy, ice-cold delights while also being the mastermind behind the franchise system in the United States. It all started back in 1934 when Tom's ice cream truck got a flat tire on the vibrant streets of New York. Instead of crying over
- [Your Most Important New Year's Resolution: A Kids Protection Plan](https://trustcounsel.com/2024/01/your-most-important-new-years-resolution-a-kids-protection-plan/) - As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or your siblings have done it for their
- [Bruce Willis Sells $65M In Property and Life with Frontotemporal Dementia](https://trustcounsel.com/2024/01/bruce-willis-sells-65m-in-property-and-life-with-frontotemporal-dementia/) - Strategic Real Estate Shifts: Preparing for Life's Changes In anticipation of his health decline, Bruce Willis strategically offloaded nearly $65 million worth of luxury properties, a move that insiders say reflects a deliberate preparation for a shift in lifestyle. With a focus on simplifying and prioritizing family life, Willis made calculated decisions to downsize
- [Have Unused 529 College Savings? Roll Them Into a Roth in 2024](https://trustcounsel.com/2024/01/have-unused-529-college-savings-roll-them-into-a-roth-in-2024/) - In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family's financial future. In this blog, we explain how the new law affects
- [What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1](https://trustcounsel.com/2024/01/what-caregivers-need-to-know-about-estate-planning-for-a-loved-one-with-dementia-part-1/) - Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, we'll explore
- [Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning](https://trustcounsel.com/2024/01/holding-space-for-grief-ways-to-comfort-and-support-a-loved-one-in-mourning/) - Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve
- [Should Your Business Be Using Non-Disclosure Agreements?](https://trustcounsel.com/2024/01/should-your-business-be-using-non-disclosure-agreements-2/) - At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it's the secret sauce behind your best-selling product or the innovative approach that sets your services apart, trade secrets are invaluable. And, short of trade secrets, even just confidential
- [A Fortune's Unlikely Heirs: Hermès Successor, Devoid of Offspring, Chooses Former Gardener, and Handyman as Beneficiaries for Half of $12 Billion Wealth, Reports Reveal](https://trustcounsel.com/2024/01/a-fortunes-unlikely-heirs-hermes-successor-devoid-of-offspring-chooses-former-gardener-and-handyman-as-beneficiaries-for-half-of-12-billion-wealth-reports-reveal/) - In a fascinating exploration of the intersection between personal relationships and meticulous estate planning, the narrative of Nicolas Puech, an heir to the esteemed Hermès legacy, unveils a distinctive approach to wealth distribution that intricately weaves cause and effect. Beyond Shares: The Gardener's Inheritance and the Cause of Personal Bonds At the heart of
- [Should Your Business Be Using  Non-Disclosure Agreements?](https://trustcounsel.com/2023/12/should-your-business-be-using-non-disclosure-agreements/) - Should Your Business Be Using Non-Disclosure Agreements? At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it's the secret sauce behind your best-selling product or the innovative approach that sets your services apart, trade secrets are invaluable. And,
- [The Million-Dollar Question: Who's Next in Line for Matthew Perry's 'Friends' Residuals?](https://trustcounsel.com/2023/11/the-million-dollar-question-whos-next-in-line-for-matthew-perrys-friends-residuals/) - The Million-Dollar Question: Who's Next in Line for Matthew Perry's 'Friends' Residuals? Matthew Perry, the inimitable Chandler Bing from the iconic TV show Friends, may have left us, but his legacy, along with his bankable character, lives on, thanks to some sweet residual payments from the series' syndication and streaming. Let's dive into this intriguing
- [What You Must Know About Your Right to Your Spouse’s Retirement Benefits](https://trustcounsel.com/2023/11/what-you-must-know-about-your-right-to-your-spouses-retirement-benefits/) - This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family. Read more… What You Must Know About Your Right to Your Spouse’s Retirement Benefits If you’re part of a blended family (meaning you
- [Transition to Adulthood: What Happens When My Child Turns 18](https://trustcounsel.com/2023/11/transition-to-adulthood-what-happens-when-my-child-turns-18/) - This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more… Transition to Adulthood: What Happens Legally When My Child Turns 18? Soon after the
- [LIFT Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 2](https://trustcounsel.com/2023/10/lift-year-end-tax-tactics-strategies-to-lower-your-2023-business-tax-bill-part-2/) - Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill - Part 2 Last week we looked at four methods you can use to save money on your 2023 business tax return: -Make large purchases for your business before December 31 -Defer business income until next year -Accelerate business expenses to this year, and
- [8 Things To Do Now to Lower Your 2023 Taxes - Part 2](https://trustcounsel.com/2023/10/8-things-to-do-now-to-lower-your-2023-taxes-part-2/) - Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. If you missed part 1 of this
- [Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1](https://trustcounsel.com/2023/10/year-end-tax-planning-starts-now-8-things-to-do-now-to-lower-your-2023-taxes-part-1/) - It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end tax planning isn't something you do
- [Flu Season Fundamentals: How to Keep Seniors Safe This Fall](https://trustcounsel.com/2023/10/flu-season-fundamentals-how-to-keep-seniors-safe-this-fall/) - The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead, including making sure you’re able to step in and
- [Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®](https://trustcounsel.com/2023/09/got-minor-kids-3-instances-when-your-estate-plan-must-include-a-kids-protection-plan/) - As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the unthinkable happens to you. But
- [From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2](https://trustcounsel.com/2023/09/from-i-do-to-what-if-estate-planning-must-dos-for-newlyweds-part-2/) - Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new spouse to your bank and credit card accounts.
- [From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1](https://trustcounsel.com/2023/09/from-i-do-to-what-if-estate-planning-must-dos-for-newlyweds-part-1/) - Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may
- [Puerto Rico: Vacation and Investment Paradise](https://trustcounsel.com/2018/09/puerto-rico-vacation-and-investment-paradise/) - Tax incentives in Puerto Rico have made the island the new offshore tax haven. These tax benefits seem to incentivize Americans to be willing to move to the island. Generally, when U.S. citizens move their business to a foreign country, they pay U.S. federal income tax on their business profits and capital gains tax on
- [Who Should Khloé Kardashian Choose as Legal Guardian For Her Child—One Instance Where ‘Keeping Up With the Kardashians’ Might Be A Good Idea](https://trustcounsel.com/2018/09/who-should-khloe-kardashian-choose-as-legal-guardian-for-her-child-one-instance-where-keeping-up-with-the-kardashians-might-be-a-good-idea/) - You might not be a big fan of their typical life choices, but the Kardashians recently demonstrated impressive wisdom in protecting their minor children using estate planning. During a recent episode of Keeping Up With The Kardashians, Khloé Kardashian was preparing to give birth to her first child, daughter True. Khloé was second-guessing her
- [To Live a Happier life, Start Thinking About Death Now](https://trustcounsel.com/2018/10/to-live-a-happier-life-start-thinking-about-death-now/) - Want to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact that one day you’re going to die. “I am of the nature to die. There is no way to escape death.” -Upajjhatthana Sutta The unavoidable nature of death is a basic tenet
- [The Estate of Tupac Shakur: A Lesson in Estate Planning, Litigation, and Management](https://trustcounsel.com/2018/10/the-estate-of-tupac-shakur-a-lesson-in-estate-planning-litigation-and-management/) - Last month was a memorable one for the Estate of Tupac Amaru Shakur. September 13th marked the 22nd anniversary of the death of the late hip-hop legend, who was gunned down in Las Vegas at the age of 25. Shortly after the 22nd anniversary of his death, Tupac’s estate won its five-year legal battle with
- [When Something is NOT Better Than Nothing—Part 1](https://trustcounsel.com/2018/10/when-something-is-not-better-than-nothing-part-1/) - Go online, and you’ll find tons of websites offering do-it-yourself estate planning documents. Such forms are typically quite inexpensive. Simple wills, for example, are often priced under $50, and you can complete and print them out in a matter of minutes. In our uber-busy lives and DIY culture, it’s no surprise that this kind of
- [When Something is NOT Better Than Nothing—Part 2](https://trustcounsel.com/2018/10/when-something-is-not-better-than-nothing-part-2/) - You might think you can save time and money by using do-it-yourself estate planning documents you find online. You’re probably anxious to check estate planning off your life’s to-do list, and these forms offer a seemingly quick and inexpensive way to handle this important task. You may even realize such generic plans aren’t as high
- [3 Deadly Sins of Retirement Planning](https://trustcounsel.com/2018/11/3-deadly-sins-of-retirement-planning/) - Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a time when we may no longer earn an
- [Tax Considerations For Foreign Nationals Coming to the U.S.](https://trustcounsel.com/2018/11/tax-considerations-for-foreign-nationals-coming-to-the-u-s/) - Before investing in or moving to the U.S., it is important that foreign nationals become familiar with the U.S. tax system, especially as it relates to their enterprise. Doing so will allow foreign nationals to understand the potential tax consequences their enterprise(s) may face and therefore provide these persons an opportunity to make an informed
- [“Stormy” Waters Ahead for Daniels: The Problem With Nuncupative Wills](https://trustcounsel.com/2018/11/stormy-waters-ahead-for-daniels-the-problem-with-nuncupative-wills/) - Stormy Daniels has been making 2018 headlines since The Wall Street Journal first reported news of the nondisclosure agreement signed by the adult film actress and President Donald Trump’s personal lawyer, Michael Cohen, back in October 2016—just a month before the presidential election. In true sensationalism-fashion, the Daniels-Trump political scandal erupted, ultimately leading to Cohen
- [Use Estate Planning to Enrich Your Family With More Than Just Material Wealth](https://trustcounsel.com/2018/11/use-estate-planning-to-enrich-your-family-with-more-than-just-material-wealth/) - We’ve developed a series of helpful questions and prompts to make the process of sharing your life experiences not only easy, but enjoyable. And this isn’t something you have to do on your own—which you know you wouldn’t get around to—as we do it with you as an integral part of your planning services. In
- [How to Fix Errors in Your Credit Report](https://trustcounsel.com/2018/11/how-to-fix-errors-in-your-credit-report/) - While some of those TV commercials for free credit-score report companies are pretty funny, having errors on your credit report is no laughing matter. Indeed, your credit score is one of the main factors determining your access to loans, credit cards, housing, and sometimes even jobs. From late payments that were actually made on
- [Stan Lee’s Latest Cameo: A Man Who Needed a Superhero Himself](https://trustcounsel.com/2018/11/stan-lees-latest-cameo-a-man-who-needed-a-superhero-himself/) - Earlier this month, Stanley Martin Lieber, more famously known as Stan Lee, the comic book legend behind many of the characters in the Marvel universe, passed away at the age of 95. Though his creative genius helped him to pioneer the superhero comic industry, it did not lend itself to dealing with and preparing for
- [Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1](https://trustcounsel.com/2018/12/dont-forget-to-include-your-digital-assets-in-your-estate-plan-part-1/) - If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real estate, personal property, and family heirlooms. But unless your plan also includes your digital assets, there’s a good chance this online property will be lost forever following your death or incapacity. What’s more, even if these assets are included
- [Are Foreign Individuals Subject to U.S. Estate or Gift Tax  If Their Art Collection is in the U.S.?](https://trustcounsel.com/2018/12/are-foreign-individuals-subject-to-u-s-estate-or-gift-tax-if-their-art-collection-is-in-the-u-s/) - Every year an increasing number of global families come to the U.S. for business or pleasure. And investing in real property in places like Miami and New York is not uncommon. Also, it’s not uncommon to bring personal effects—such as jewelry, artwork, furniture, etc.—and leave them in one’s vacation homes. However, what happens when the
- [Ancient Art, Current Controversy](https://trustcounsel.com/2018/12/ancient-art-current-controversy/) - International intrigue involving a Greek bronze sculpture, made between 300 and 100 B.C. is the current focus of Italy’s highest court. The court has ordered that a centerpiece of the Getty Villa’s art collection, a prized bronze sculpture more than 2,000 years old, should be returned to Italy, in a ruling that could lead to
- [David Rockefeller: A Titan of Art Planning](https://trustcounsel.com/2018/12/david-rockefeller-a-titan-of-art-planning/) - Earlier this year, the renowned auction house known as Christie’s, staged the most significant charity auction in history: The Collection of Peggy and David Rockefeller. The result: all 1,500 lots sold for a total of $832.6 million—all of which were directed to causes and charities the couple supported during their lifetimes. In March 2017,
- [The “Art” of Estate Planning](https://trustcounsel.com/2018/12/the-art-of-estate-planning/) - Just as there is an “art” to collecting artwork, there is an “art” to addressing artwork in a person’s estate plan. The failure of properly planning for the disposition of an artwork collection upon the person’s death can be costly—both in terms of money and family conflict. The failure to properly plan may be just
- [Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2](https://trustcounsel.com/2018/12/dont-forget-to-include-your-digital-assets-in-your-estate-plan-part-2/) - In the first part of this series, we discussed the importance of including your digital assets in your estate plan. Here, we’ll talk about the best ways to get started with this process. Today, estate planning encompasses not just tangible property like finances and real estate, but also digital assets like cryptocurrency, blogs, and
- [Think Your Homeowners Insurance Offers Protection From Natural Disasters?  Think Again](https://trustcounsel.com/2018/12/think-your-homeowners-insurance-offers-protection-from-natural-disasters-think-again/) - From wildfires in California and hurricanes in Texas to floods in West Virginia, hardly any area of the U.S. is immune from the threat of natural disasters. And according to a report released by the government regarding climate change and its impact on Black Friday, it’s only going to get worse. Despite this threat,
- [Saving What Matters: 12 Must-Have Items To Pack in Your Go-Bag](https://trustcounsel.com/2019/01/saving-what-matters-12-must-have-items-to-pack-in-your-go-bag/) - It’s the middle of the night. The authorities just notified you that you have 20 minutes to evacuate your home before a raging wildfire cuts off the exit from your neighborhood, leaving you trapped. The fire is advancing at the rate of a football field every second, so the actions you take in the next
- [The Princess and the Trust](https://trustcounsel.com/2019/01/the-princess-and-the-trust/) - Imagine you are a Royal family member; then imagine being told that you cannot bequeath your fortune to your spouse. Such is the case of Abigail Kinoiki Kekaulike Kawananakoa, affectionately known as Kekau (pronounced kay-kow), Hawaii’s last living princess. In a court filing from last week, Hawaii Attorney General Russell Suzuki argued that the Native
- [Disputes Over Shakira's Tax Residency in Spain](https://trustcounsel.com/2019/01/disputes-over-shakiras-tax-residency-in-spain/) - Despite the complexity of tax rules, taxpayers may still engage in certain strategies to reduce their tax liability. Thus, engaging in tax planning to evaluate several tax options regarding someone’s business or personal transactions make good sense. Yet, tax authorities will quickly disregard strategies that seem to be abusive tax shelters. This could be the
- [Dementia and Guns: A Tragedy Waiting to Happen](https://trustcounsel.com/2019/01/dementia-and-guns-a-tragedy-waiting-to-happen/) - It’s common for families of those with Alzheimer's and other forms of dementia to realize that at some point, their loved one shouldn’t be allowed to drive. But fewer people are aware they should exercise the same level of caution when it comes to restricting their loved ones access to firearms. This was one of
- [Pet Trusts Offer Protection for Your Furry Family](https://trustcounsel.com/2019/01/pet-trusts-offer-protection-for-your-furry-family/) - If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of the family. And since your furry friends can provide protection, emotional support, and unconditional love, such consideration is often well deserved. In stark contrast, the law considers your pet nothing more than personal
- [No Will, No Way: Another Important Celebrity Estate Planning Lesson](https://trustcounsel.com/2019/01/no-will-no-way-another-important-celebrity-estate-planning-lesson/) - By now, I am sure you have grown accustom to hearing about celebrity faux pas when it comes to estate planning. The latest celebrity in this ever-growing list is the late electronic dance music (“EDC”) phenom, Avicii, who passed away last April at only 28 years old due to self-inflicted wounds. Avicii, whose real name
- [Offshore Tax Evasion: What is Willfulness?](https://trustcounsel.com/2019/01/offshore-tax-evasion-what-is-willfulness/) - With the new tax season starting next Monday, taxpayers are getting ready to file their tax returns on time and may see the impact of the new tax laws reflected in their tax returns. When filing, owners of foreign bank accounts should report the existence of these accounts and pay careful attention to recent case
- [Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam](https://trustcounsel.com/2019/01/dont-let-your-elderly-parents-become-victims-of-the-grandparent-scam/) - Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says she needs you to pay her $1,800 bond, or she’ll be transferred to a dangerous
- [It’s Settled: CBS and Viacom Chairman Had Capacity](https://trustcounsel.com/2019/02/its-settled-cbs-viacom-chairman-had-capacity/) - Last week, a Los Angeles judge ruled that 95-year old media magnate Sumner Redstone had the requisite mental capacity to amend his trust back in 2015 and 2016, closing the chapter (as it may be too early to say “book”) on the ugly saga that has played out like a good TV-courtroom drama over the
- [Reclaim Your Role as Your Child’s Primary Influence—Part 1](https://trustcounsel.com/2019/02/reclaim-your-role-as-your-childs-primary-influence-part-1/) - Have you ever felt that the unbreakable bond you once had with your children is seriously eroding? It can feel as if the very foundation of your relationship is falling apart. It may feel like you can no longer communicate with your kids. No matter how hard you try, your once-cooperative child is impossible
- [Reclaim Your Role as Your Child’s Primary Influence—Part 2](https://trustcounsel.com/2019/02/reclaim-your-role-as-your-childs-primary-influence-part-2/) - In the first part of this series, we discussed how today’s children are increasingly influenced more by their peers than their parents. In today’s society, the once-unbreakable bond between parent and child is being increasingly eroded. This disconnect is wreaking havoc on children’s psychological development, while making parents feel powerless to get through to their
- [Even the President Needs a Great Estate Plan](https://trustcounsel.com/2019/02/even-the-president-needs-a-great-estate-plan/) - In honor of Presidents’ Day, it seemed most fitting to feature two of our most famous presidents and their estate plans (or lack thereof): George Washington and Abraham Lincoln. Our nation’s first president, George Washington, died on December 14, 1799. Less than six months prior, on July 9, he wrote his own Last Will and
- [Tax Benefits of Investing in Opportunity Zones](https://trustcounsel.com/2019/02/tax-benefits-of-investing-in-opportunity-zones/) - The Tax Cuts and Jobs Act, P.L. 115-97, created a very attractive tax incentive for real estate investors. It created Qualified Opportunity Zones (“QOZ”) to bring private investments to low-income communities. Then, on October 29, 2018, the IRS issued proposed Regulation REG–115420–18, Investing in Qualified Opportunity Funds, to provide guidance on this new law. Additionally,
- [Overlooking This Basic Part of Your Estate Plan Can Be Tragic](https://trustcounsel.com/2019/02/overlooking-this-basic-part-of-your-estate-plan-can-be-tragic/) - The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet of effective estate planning: In the event of your incapacity or death, if your heirs don’t know how to find or access your assets, those assets are as good as gone. Indeed, it’s as if
- [Could an IRA Trust Benefit Your Family?](https://trustcounsel.com/2019/03/could-an-ira-trust-benefit-your-family/) - Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form. Unless you take extra steps, the named beneficiary can do whatever he or she wants with the
- [Got Intellectual Property? Include It In Your Estate Plan](https://trustcounsel.com/2023/09/got-intellectual-property-include-it-in-your-estate-plan/) - You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning. And if you do have intellectual property,
- [You Have IP! Be Sure Not to Lose It … Here’s How](https://trustcounsel.com/2023/09/you-have-ip-be-sure-not-to-lose-it-heres-how/) - You don’t have to own a large company to own intellectual property. If your business creates inventions, written and artistic works, designs, logos, brand names, and images, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in your business’s succession plan and your own personal estate plan. Even if
- [Help Your Parents Avoid These New Financial Scams - Part 2](https://trustcounsel.com/2023/09/help-your-parents-avoid-these-new-financial-scams-part-2/) - In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. Let’s dive in. 03 | PERSONALIZED PHISHING
- [Paying It Forward: How to Build Your Legacy Through Mentorship](https://trustcounsel.com/2023/09/paying-it-forward-how-to-build-your-legacy-through-mentorship/) - As a business owner, it can be easy to see an opportunity to mentor a young professional as a purely charitable experience. But mentorship can play a pivotal role in shaping your legacy when you approach it with the right mindset. Not only does mentoring give you the opportunity to invest in the life of
- [The Richest Cat in the World](https://trustcounsel.com/2019/03/3605/) - Karl Lagerfeld, creative director of fashion houses Chanel, Fendi and his eponymous line, passed away in Paris, France on February 19th at the age of 85. Having left an indelible mark in the world of fashion, German-born Lagerfeld also left behind an estate worth roughly $200 million USD, a Will and his beloved Birman cat, Choupette.
- [Delinquent Tax Debts May Put Your Passport at Risk](https://trustcounsel.com/2019/03/delinquent-tax-debts-may-put-your-passport-at-risk/) - On February 27, 2019, the IRS issued a newswire reminding taxpayers with a seriously delinquent tax debt that they may not be able to renew their passports. This news is of particular importance to U.S. citizens with travel plans, citizens living abroad and dual citizens who travel regularly. The threat of passport renewal denial or
- [Deudas Tributarias Pueden Poner Su Pasaporte En Riesgo](https://trustcounsel.com/2019/03/deudas-tributarias-pueden-poner-su-pasaporte-en-riesgo/) - El 27 de febrero de 2019, el IRS emitió una nota informativa recordando a los contribuyentes con deudas tributarias gravemente morosas que se encuentran en riesgo de no poder renovar sus pasaportes. Esta noticia es de particular importancia para los ciudadanos estadounidenses que planean viajar al extranjero, los ciudadanos que viven en el exterior y
- [7 Events That Necessitate a Review of Your Estate Plan](https://trustcounsel.com/2019/03/7-events-that-necessitate-a-review-of-your-estate-plan/) - Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who you are, your life will inevitably change: families change, laws change,
- [Have Offshore Accounts? Remember FATCA and the Third-Party Reporting Requirements](https://trustcounsel.com/2019/03/have-offshore-accounts-remember-fatca-and-the-third-party-reporting-requirements/) - For a few years now, the IRS has been issuing an annual “dirty dozen” list of tax schemes—and failure to disclose foreign funds is one of the items on the list. The IRS reminds taxpayers that failure to report foreign income and assets is a common scheme that can bring severe consequences, including civil and
- [The Silver Lining in the Loss of a [90210] Star](https://trustcounsel.com/2019/03/the-silver-lining-in-the-loss-of-a-90210-star/) - On October 18, 1990, television viewers across the country were introduced to bad boy Dylan McKay on the third episode of Fox’s “Beverly Hills 90210.” The role catapulted then-25-year-old Luke Perry to fame among teens and twenty-somethings alike. And nearly three decades later, Perry re-captured the hearts of his Gen X fans—along with those of Millennials
- [¿Tiene Cuentas Offshore? Recuerde FATCA y los Reportes de Terceros](https://trustcounsel.com/2019/03/tiene-cuentas-offshore-recuerde-fatca-y-los-reportes-de-terceros/) - Desde hace algunos años, el Servicio de Rentas Internas de los EE. UU. (IRS por sus siglas en inglés) publica una lista anual de estafas tributarias, comúnmente conocidas como la "docena sucia." Este año, la lista incluye como una de las estafas más comunes el ocultar o no declarar activos en el extranjero. Ademas, el
- [Why You Might Actually Owe Taxes in 2018](https://trustcounsel.com/2019/03/why-you-might-actually-owe-taxes-in-2018/) - Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a refund this time. If so, this was almost certainly due to the sweeping tax overhaul made by the 2017 Tax Cut and Jobs Act (TCJA). Since personal tax rates were lowered by
- [Gen-X, 90210 Star Luke Perry’s Death Demonstrates the  Importance of Planning for Incapacity](https://trustcounsel.com/2019/03/gen-x-90210-star-luke-perrys-death-demonstrates-the-importance-of-planning-for-incapacity/) - In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52. He was hospitalized under heavy sedation, and five days later, when it became clear he wouldn’t recover, his family decided to remove life support. Perry died on March 4th, 2019 surrounded
- [U.S. Taxpayers: Do You Know Your Requirements for Withholding Taxes of Your Foreign Employees and Partners?](https://trustcounsel.com/2019/04/u-s-taxpayers-do-you-know-your-requirements-for-withholding-taxes-of-your-foreign-employees-and-partners/) - Dealing with your own taxes may seem daunting enough. But in today’s global society, where we—as U.S. taxpayers—are increasingly engaging in transactions with foreigners, it is important to understand that these interactions may impose certain tax obligations on us, specifically as it relates to withholding taxes. In general, a withholding tax is a form of
- [Understand What’s At Stake Before Agreeing to Serve as Trustee](https://trustcounsel.com/2019/04/understand-whats-at-stake-before-agreeing-to-serve-as-trustee/) - Being asked by a family member or close friend to serve as trustee for their trust upon their death can be an incredible honor. At the same time, however, serving as a trustee can be a massive responsibility—and the role is not for everyone. In fact, depending on the type of trust, the assets
- [6 Questions to Consider When Selecting Beneficiaries for a Life Insurance Policy](https://trustcounsel.com/2019/04/6-questions-to-consider-when-selecting-beneficiaries-for-a-life-insurance-policy/) - Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just deciding who will receive the policy’s proceeds when you die, right? But as with most things in life, it’s a bit more complicated than that. It can help to keep in mind that naming someone as your life insurance beneficiary really has
- [Fraude Fiscal en el Escándalo de Admisión a Prestigiosas Universidades en Estados Unidos](https://trustcounsel.com/2019/04/fraude-fiscal-en-el-escandalo-de-admision-a-prestigiosas-universidades-estadounidenses/) - Con la noticia del escándalo de admisión a universidades de élite el mes pasado, la noción exagerada de que los padres son capaces de recurrir a cualquier medio para que sus hijos ingresen en una de estas universidades se ha convertido en una realidad. Pero ¿qué tiene que ver este escándalo multimillonario, en el que
- [Tax Fraud in the Recent College Admissions Scandal](https://trustcounsel.com/2019/04/what-does-the-recent-college-admissions-scandal-have-to-do-with-taxes/) - With the news of the college admissions scandal breaking just last month, the once far-fetched notion of parents doing anything to get their kids into an elite university has become a reality. But what does this multimillion-dollar scheme, involving actresses Lori Loughlin and Felicity Huffman, have to do with taxes? Well, the scheme set up
- [Tax Evaders: A Look Back on Some Major Celebrity Faux Pas](https://trustcounsel.com/2019/04/tax-evaders-a-look-back-on-some-celebrity-tax-faux-pas/) - “Everybody loves writing a check to Uncle Sam,” said No One Ever. As we all know, this past Monday was Tax Day. And with the new tax laws having gone into effect—followed by a (very) long government shutdown—this year’s tax season has been even more stressful than usual. Hopefully, this did not stop you from
- [Key Features of the New Proposed O-Zone Regulations](https://trustcounsel.com/2019/05/key-features-of-the-new-proposed-o-zone-regulations/) - Investors nationwide have been on the fence waiting for clarity regarding Opportunity Zones (O-Zone). The long-awaited o-zone second set of regulations were released on April 17, 2019, having investors, real estate developers and communities excited. But what are the key features of these new set of regulations? Just to recap, OZs were created by federal
- [“I Do…But I Can’t” – Britney Spears Needs Permission to Marry](https://trustcounsel.com/2019/05/i-dobut-i-cant-britney-spears-needs-permission-to-marry/) - In 2008, Britney Spears was placed under the guardianship of her father, Jamie Spears, and attorney, Andrew M. Wallet, after addiction and mental illness sent her spiraling out of control. To this day, the guardianship remains in place. And now, rumor has it that Britney is ready to settle down with long time beau, Sam
- [Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In Bitter Battle Over His Estate](https://trustcounsel.com/2019/05/got-a-blended-family-learn-from-tom-pettys-mistakes-his-daughters-and-widow-are-now-locked-in-bitter-battle-over-his-estate/) - Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In Bitter Battle Over His Estate This week Tom Petty’s daughters escalated the battle over their late father’s estate by filing a lawsuit against Petty’s second wife that seeks $5 million in damages. In the lawsuit, Adria Petty
- [ 4 Critical Estate Planning Tasks to Complete Before Going on Vacation](https://trustcounsel.com/2019/05/4-critical-estate-planning-tasks-to-complete-before-going-on-vacation/) - 4 Critical Estate Planning Tasks to Complete Before Going on Vacation Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the worst. Traveling, especially in foreign destinations, means you’ll likely be at greater risk
- [3 Warning Signs of a Financial Scam](https://trustcounsel.com/2019/05/3-warning-signs-of-a-financial-scam/) - 3 Warning Signs of a Financial Scam Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital world, where practically every shred of data related to your personal and financial background can be found
- [Prince Harry and Meghan Markle’s Baby Boy Subject to U.S Taxes](https://trustcounsel.com/2019/05/prince-harry-and-meghan-markles-baby-boy-subject-to-u-s-taxes/) - Say what? Yes, you read correctly. Baby Archie (or Baby Sussex, as the media has affectionately named him), the newest British royal family member, is likely subject to America’s far-reaching tax system. In May last year, we previously wrote about how Meghan Markle, the then-newly titled Duchess of Sussex, would likely receive an unwanted wedding
- [Exit Tax Applicable to Foreigners As Well](https://trustcounsel.com/2019/05/exit-tax-applicable-to-foreigners-as-well/) - With the birth of the Duchess of Sussex’s new baby, Archie Harrison Mountbatten-Windsor, some attention has been given to the tax consequences of becoming a U.S. citizen, as the new royal baby automatically acquired citizenship by virtue of being born to a U.S. citizen mother. In light of this, related conversation concerning the consequences of
- [El Impuesto de Expatriación en EE.UU. también se aplica a Algunos Extranjeros](https://trustcounsel.com/2019/05/el-impuesto-de-expatriacion-tambien-se-aplica-a-los-extranjeros-en-los-ee-uu/) - Con el nacimiento del nuevo bebé de la duquesa de Sussex, Archie Harrison Mountbatten-Windsor, se ha prestado cierta atención a las consecuencias fiscales de convertirse en ciudadano de los Estados Unidos, ya que el nuevo bebé de la realeza británica adquirió automáticamente la ciudadanía por ser hijo de una madre ciudadana de los Estados Unidos.
- [The Real Cost To Your Family: Not Planning For Incapacity](https://trustcounsel.com/2019/05/the-real-cost-to-your-family-not-planning-for-incapacity/) - The Real Cost To Your Family: Not Planning For Incapacity This is the first in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or
- [Aretha Franklin's Will Found Under Couch](https://trustcounsel.com/2019/05/aretha-franklins-will-found-under-couch/) - As if the estate of the late Queen of Soul did not have enough issues—millions owed in back taxes, a hefty estate tax, a special needs heir and a lack of an estate plan (click here for our previous article on Aretha)—the latest news coming out of Michigan is surely a plot twist. Previously thought
- [Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 1](https://trustcounsel.com/2019/05/avoid-these-2-common-causes-for-dispute-over-your-estate-plan-part-1/) - Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 1 No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. Of course, no one wants to believe their family would ever end up battling one another
- [Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2](https://trustcounsel.com/2019/06/void-these-2-common-causes-for-dispute-over-your-estate-plan-part-2/) - Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2 In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at another leading cause for dispute and offer strategies for its prevention. No matter how well you think you
- [Uber in International Tax Trouble Over Transfer-Pricing Policies](https://trustcounsel.com/2019/06/uber-in-international-tax-trouble-over-transfer-pricing-policies/) - The popular multinational ridesharing company Uber is in trouble again, and this time, it is thanks to state, federal, and foreign tax authorities. Uber’s large and complex structure makes their tax filings even more so. Uber is currently under audit by the IRS for tax years 2013 and 2014, but they are also under audit by
- [Children of the “French Elvis” Win Rights to Inheritance Using Instagram](https://trustcounsel.com/2019/06/children-of-the-french-elvis-win-rights-to-inheritance-using-instagram/) - The estate of French rock star Johnny Hallyday has been tangled in an international court battle ever since his death in 2017. But a recent ruling by a Paris court may have set a new precedent for using social media as evidence in inheritance cases. Thanks to Instagram, the question of which court—U.S. or France—had
- [The Real Cost To Your Family: Relying On A Will Alone](https://trustcounsel.com/2019/06/the-real-cost-to-your-family-relying-on-a-will-alone/) - This is the second in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or weak spots in your plan, meet with a Personal Family
- [Seniors and Their Families Should Be Wary of Reverse Mortgages](https://trustcounsel.com/2019/06/seniors-and-their-families-should-be-wary-of-reverse-mortgages/) - If you’ve watched TV lately, you’ve likely seen ads touting the benefits of reverse mortgages. The spots typically feature famous actors like Henry “Fonzie” Winkler, Robert Wagner, and former U.S. Senator Fred Thompson telling elderly homeowners how they can dramatically improve their retirement with a reverse mortgage. But what the ads don’t show is
- [Who Will Inherit Fashion Icon Gloria Vanderbilt’s Fortune?](https://trustcounsel.com/2019/06/who-will-inherit-fashion-icon-gloria-vanderbilts-fortune/) - Gloria Vanderbilt, railroad heiress and fashion icon of her own right, passed away last week at the age of 95. Though her Will has not been made public yet, the question of who will inherit her estate, which is estimated to be about $200 million, has been drawing national attention long before her death—and for
- [AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You](https://trustcounsel.com/2023/08/aarp-and-the-red-cross-celebrate-make-a-will-month-but-heres-what-they-didnt-tell-you/) - August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding you to get your Will taken care of this month. Both AARP and the Red Cross promoted their partnerships with FreeWill.com, a website that claims to help you create a
- [Embracing Abundance: Liberating Your Business from Money Dysmorphia and Fear](https://trustcounsel.com/2023/08/embracing-abundance-liberating-your-business-from-money-dysmorphia-and-fear/) - In the exhilarating journey of running a business, there's an often unspoken challenge that many entrepreneurs face - the distortion of one's perception of money. This phenomenon, referred to by Personal Family Lawyer® CEO and Founder, Ali Katz, as "Money Dysmorphia," stems from deep-seated, often inherited fears and beliefs surrounding money. When Money Dysmorphia exists
- [Seniors and Their Families Should Be Wary of Reverse Mortgages—Part 2](https://trustcounsel.com/2019/06/seniors-and-their-families-should-be-wary-of-reverse-mortgages-part-2/) - In the first part of this series, we discussed the dangers of reverse mortgages for senior homeowners. Here, we’ll look at how these complex loans can negatively impact your family and estate plan. For decades, reverse mortgages have been touted as an easy way for seniors to access extra money during retirement. Indeed, there was
- [7 Processes to Complete With Your Parents Before They Die](https://trustcounsel.com/2019/07/7-processes-to-complete-with-your-parents-before-they-die/) - In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life and yours. While Daniel shared these processes in the context of the impending
- [Will Facebook’s Libra Cryptocurrency be Stonewalled by the U.S. Tax Code?](https://trustcounsel.com/2019/07/will-facebooks-libra-cryptocurrency-be-stonewalled-by-the-u-s-tax-code/) - Not long ago, Facebook announced the impending launch of a new currency, the Libra. The news ignited a firestorm of debate among politicians, economists, tech giants, and even lobbyists. They argue everything from the potential impact of cryptocurrency on the global markets, to privacy concerns, and money laundering issues. Besides, the significant hurdles in the
- [Anderson Cooper will have to Learn to Live with the Family Curse](https://trustcounsel.com/2019/07/anderson-cooper-will-have-to-learn-to-live-with-the-family-curse/) - In our last newsletter, I discussed the wide spread speculation that fashion icon, Gloria Vanderbilt, would leave her entire legacy to charity and effectively disinherit her sons, including famed CNN Journalist Anderson Cooper. Well, Vanderbilt surprised many. As it turns out, the socialite who was vocal about her negative views on inherited wealth left the
- [4 Ways Wise Planning Can Protect Your Family’s Assets](https://trustcounsel.com/2019/07/4-ways-wise-planning-can-protect-your-familys-assets/) - While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But for a family with a modest income, home,
- [Protect Your Family from Wealth’s Dark Side with a Lifetime Asset Protection Trust](https://trustcounsel.com/2019/07/protect-your-family-from-wealths-dark-side-with-a-lifetime-asset-protection-trust/) - When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman, heiress to the multi-billion-dollar Seagram’s fortune, did with hers. In the end, with her
- [When Tragedy Strikes: Estate Planning Lessons from the Sudden Death of Pernell “Sweet Pea” Whitaker](https://trustcounsel.com/2019/07/when-tragedy-strikes-estate-planning-lessons-from-the-sudden-death-of-pernell-sweet-pea-whitaker/) - The sudden death of a loved one is always a tragedy. But when someone with a large estate passes away unexpectedly, that tragedy may be compounded by a lengthy and unpleasant probate process. Such deaths are a poignant reminder of the importance of careful estate planning. Take for example Hall of Fame boxer Pernell “Sweet
- [Safeguard Your Children’s Inheritance with a Lifetime Asset Protection Trust](https://trustcounsel.com/2019/07/safeguard-your-childrens-inheritance-with-a-lifetime-asset-protection-trust/) - Last week, we discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). We referenced this planning tool in the context of how it could have protected Clare Bronfman, the heiress to the multi-billion-dollar Seagram’s fortune, who was manipulated into blowing much of her $200 million inheritance by
- [The Real Cost to Your Family: Having No Estate Plan at All](https://trustcounsel.com/2019/08/the-real-cost-to-your-family-having-no-estate-plan-at-all/) - This is the third in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or weak spots in your plan, meet with a Personal Family Lawyer
- [No Reason to Overpay for Taxes, as Candidate Joe Biden’s Tax Returns Show](https://trustcounsel.com/2019/08/no-reason-to-overpay-for-taxes-as-candidate-joe-bidens-tax-returns-show/) - There is nothing like a presidential candidate’s personal income tax return to get people talking. And, while the battle over the federal tax returns of President Donald Trump continues to leave many people wondering what his tax returns may reveal, we no longer need to wonder about presidential candidate Joe Biden’s returns. So, 2020 democratic
- [The Real Cost to Your Family of Failed Estate Planning: Not Updating Your Plan](https://trustcounsel.com/2019/08/the-real-cost-to-your-family-of-failed-estate-planning-not-updating-your-plan/) - If you’re like most people, you probably view estate planning as a burdensome necessity—just one more thing to check off of life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online documents. Then, you’ll put those
- [Why You Need To Add a ‘When I Die’ File to Your Estate Plan](https://trustcounsel.com/2019/08/why-you-need-to-add-a-when-i-die-file-to-your-estate-plan/) - If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login and password info to all of your digital assets? One crucial part of estate planning
- [Epstein´s Will Found!  Signed 2 Days Before Death](https://trustcounsel.com/2019/08/epsteins-will-found-signed-2-days-before-death/) - The battle over the Estate of Jeffrey Epstein promises to be as full of drama as it is of mystery. With assets including opulent homes in New York, Paris, and New Mexico, a private island in the Caribbean and a private jet to his name, the battle to claim his assets is full steam ahead.
- [How will the Coming Wealth Transfer Affect Your Family?](https://trustcounsel.com/2019/08/how-will-the-coming-wealth-transfer-affect-your-family/) - Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history. Because no one
- [Why A Will Is Not A Suitable Option For Protecting Your Pet](https://trustcounsel.com/2019/08/why-a-will-is-not-a-suitable-option-for-protecting-your-pet/) - These days, lots of people consider their pets to be members of their family. Indeed, pets can become our closest companions. As such, it’s only natural you’d want to make sure your furry friend is provided for in your estate plan, so when you die or if you become incapacitated, your beloved companion won’t end
- [Tennis prodigy Coco Gauff ́s most challenging opponent...taxes!](https://trustcounsel.com/2019/09/tennis-prodigy-coco-gauff-s-most-challenging-opponent-taxes/) - The Complex Taxation of International Child Sports Stars Every child star who makes it big in sports must also face one of the least talked-about challenges there is – the complex rules of international taxation. The world watched in awe this year as Cori “Coco” Gauff, a 15-year-old tennis prodigy, faced down some of the
- [3 Estate Planning Concerns For Married, Same-Gender Couples](https://trustcounsel.com/2019/09/3-estate-planning-concerns-for-married-same-gender-couples/) - Now that same-gender couples can legally marry in all 50 states, more Americans than ever before are enjoying the rights and benefits that come with marriage. Estate planning, in particular, is one arena where these new rights and benefits are readily apparent. With marriage equality, same-gender couples no longer have to pay exorbitant amounts of
- [Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse](https://trustcounsel.com/2019/09/use-estate-planning-to-avoid-adult-guardianship-and-elder-abuse/) - Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by a court to care for seniors who are no longer able to care for themselves. And though you may not want to believe such a thing could happen, you need
- [Where There’s a Will, There Isn’t Always an Estate Plan](https://trustcounsel.com/2019/09/where-theres-a-will-there-isnt-always-an-estate-plan/) - Have you ever heard the saying “Where there’s a will, there’s a way”? Well, for millions of Americans the fact is that where there’s a will, there isn’t always an estate plan. Ask anyone if their estate plan is up-to-date, and you might get a lot of different answers. Some may have an estate plan
- [Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2](https://trustcounsel.com/2019/09/use-estate-planning-to-avoid-adult-guardianship-and-elder-abuse-part-2/) - In the first part of this article we discussed how some professional adult guardians have used their powers to abuse the seniors placed under their care (https://trustcounsel.com/2019/09/use-estate-planning-to-avoid-adult-guardianship-and-elder-abuse/). In this second part, we’ll discuss how seniors can use estate planning to avoid the potential abuse and other negative consequences of court-ordered guardianship. As our senior
- [Estranged Wife of Ernie Banks to Battle His Caregiver in Court (Again!)](https://trustcounsel.com/2019/10/estranged-wife-of-ernie-banks-to-battle-his-caregiver-in-court-again/) - The last will and trust of late Cubs Hall of Famer Ernie Banks is going back to court, adding a new chapter to the story of who ultimately inherits Banks’ estate. It seems that Banks’ estranged wife, Elizabeth, simply cannot accept the terms of the will Banks signed three months before his death in January
- [Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased](https://trustcounsel.com/2019/10/use-estate-planning-to-ensure-your-legacy-doesnt-get-erased/) - When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself. Preserving your intangible assets We
- [Is Platonic or Co-Parenting Right For You?](https://trustcounsel.com/2019/10/is-platonic-or-co-parenting-right-for-you/) - With societal attitudes about love, marriage, and parenting constantly evolving, our perception of what constitutes “family” is becoming more and more flexible. As family structures become more varied, we’re learning that when it comes to raising children, the marital status, gender, and even relationship status of the parents matters less and less. What children need
- [Help Your Parents Avoid These New Financial Scams - Part 1](https://trustcounsel.com/2023/08/help-your-parents-avoid-these-new-financial-scams-part-1/) - Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these con artists, it's crucial to equip yourself with the knowledge of how these scams work and what your loved ones
- [4 Red Flags That Signal It’s Time to Part With a Bad Client](https://trustcounsel.com/2023/08/4-red-flags-that-signal-its-time-to-part-with-a-bad-client/) - Dealing with clients who bring more complications than benefits can be a burden on your business, causing undue stress and even a loss of revenue. However, breaking ties with such problematic clients can be a tough decision, especially if your business is still finding its footing or you're strapped for funds. Nonetheless, there are instances
- [Things You Need to Know About Doing Business in the U.S.](https://trustcounsel.com/2019/10/things-you-need-to-know-about-doing-business-in-the-u-s/) - There are many great reasons why business investors choose the United States—a business-friendly environment, quality of life, diversity, etc. Many foreign investors are familiar with these great reasons, but many of them ignore the different rules and regulations that govern how a foreign investor does business in the U.S., everything from what kind of business
- [A Lesson For All Parents: Who Will Be Emani’s Legal Guardian After the Death of Her Dad?](https://trustcounsel.com/2019/10/a-lesson-for-all-parents-who-will-be-emanis-legal-guardian-after-the-death-of-her-dad/) - In the aftermath of rapper Nipsey Hussle’s murder this March, his family and ex-girlfriend have been locked in a bitter battle for custody of one of his young children. And as this ugly drama plays out in the courtroom and tabloids, it highlights the single-most costly estate-planning mistake a parent can make. Hussle, 34, whose
- [Leona Helmsley and Her Millionaire Dog?](https://trustcounsel.com/2019/10/leona-helmsley-and-her-millionairedog/) - When Leona Helmsley died, she left her pet Maltese, named Trouble, a trust fund valued at $12 million dollars. That made Trouble the third wealthiest dog in the world at the time (the top spot goes to Gunther III, Countess Karlotta Libenstein’s German Shepherd, who inherited $106 million in 1992). Stories like these may well
- [4 Year-End Tax-Saving Strategies for 2019](https://trustcounsel.com/2019/11/4-year-end-tax-saving-strategies-for-2019/) - As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take full advantage of the benefits offered by the new tax law, now is the time
- [Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1](https://trustcounsel.com/2019/11/buyer-beware-the-hidden-dangers-of-diy-estate-planning-part-1/) - Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might seem like an enticing bargain. The sites let you complete and print out just about any kind of planning document you can think
- [Marilyn Monroe’s Estate is Making People Rich – But Who?](https://trustcounsel.com/2019/11/marilyn-monroes-estate-is-making-people-rich-but-who/) - The story of Marilyn Monroe is one filled with beauty, mystery, and tragedy.Fifty years after her sudden death in 1962, Marilyn Monroe is still very much an icon of beauty and glamour. But today, others are making big money off of Monroe’s estate, something that has frustrated and upset those who knew her. Her failure
- [Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 2](https://trustcounsel.com/2019/11/pfl-buyer-beware-the-hidden-dangers-of-diy-estate-planning-part-2/) - Last week, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here, we’ll look at how online legal documents can even put your minor children at risk. Given how far web-based technology has evolved, you might think online legal document services like LegalZoom® and WillsandTrusts.com have advanced to the
- [Robin Williams’ Estate Battle Was No Joke](https://trustcounsel.com/2019/12/robin-williams-estate-no-joke/) - More than five years have passed since the death of Robin Williams. He was very successful and loved, and his films will be remembered by many. But sadly, we’ll also remember that following his death, his widow Susan Schneider-Williams and his three children became engaged in a contentious legal dispute over his estate valued at
- [Don’t Let Your Kids Move Out Without Signing These Documents](https://trustcounsel.com/2019/12/dont-let-your-kids-move-out-without-signing-these-documents/) - Watching your kids leave home to attend college or start their career can be an emotional time for you as a parent. On one hand, moving out on their own is a major accomplishment that should make you proud. On the other hand, having your kids leave the nest and face the world can also
- [5 Steps For Adding Digital Assets To Your Estate Plan](https://trustcounsel.com/2019/12/5-steps-digital-assets-ep/) - Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following
- [Time to Reboot your Estate Planning](https://trustcounsel.com/2019/12/reboot-your-estate-planning/) - The entertainment industry seems to be determined to re-make almost every successful film and television show ever made. From live-action re-makes to updated versions of 80s and 90s classics, the reboot is the game right now. Jumping into the reboot game is Michael Crichton – or rather, Crichton’s estate. Famed author and creator of films
- [Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1](https://trustcounsel.com/2019/12/diminished-financial-capacity-part-1/) - With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with aging parents and other senior family members. By 2060, the number of Americans aged 65
- [Bad Documents and Corporate Divorce](https://trustcounsel.com/2019/12/bad-documents-and-corporate-divorce/) - In this week's video, I explain how not having the appropriate documents and not having them updated, can go wrong when there's a Corporate Divorce. Without a plan in place, there could be a long-lasting impact on your loved ones. Not convinced that Corporate Planning is necessary and important? Take a look at this weeks
- [Leslie ON AIR](https://trustcounsel.com/2019/12/leslie-on-air/) - A couple of weeks ago I was ON AIR AIR with Pete De La Torre discussing some interesting estate planning topics, such as the cultural differences between Latin and Anglo families with regards to their #estateplanning on WZAB 880 AM Miami, The Biz. Don't forget to like, comment, share, and please subscribe! Don't forget to
- [Leslie's best bloopers](https://trustcounsel.com/2019/12/leslies-best-bloopers/) - 😂😂 For your viewing pleasure here are some of my best bloopers! 😂😂 I mean really now, who wants to watch anything on estate planning!? How boring, right? 😴😴 Not to mention - we aren't exactly trained in the art of being on camera. At first, I would ramble on and on or lose my
- [2 Big Reasons You Need to Discuss Estate Planning With Your Ex](https://trustcounsel.com/2019/12/2-big-reasons-you-need-to-discuss-estate-planning-with-your-ex/) - Estate planning isn't only for the rich! Without a plan in place, there could be a long-lasting impact on your loved ones, even if you don’t have a pricey home, large IRA or valuable art to pass on. Not convinced that estate planning is necessary and important? Consider my 2 big reasons why you should
- [4 Tips For Discussing Estate Planning With Your Family This Holiday Season](https://trustcounsel.com/2019/12/4-tips-for-discussing-estate-planning-with-your-family-this-holiday-season/) - As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by your family and friends. It’s one of the rare times of the year when loved ones from across the country gather together to enjoy each other’s company and celebrate the passing of another year. The holidays
- [James Dean Back from the Dead to Star in a New Movie](https://trustcounsel.com/2020/01/james-dean-back-from-the-dead-to-star-in-new-movie/) - There are many good reasons to create an estate plan early in life. But not very many people do. Statistics show that most American adults – about 55% - don’t even have a signed Will, much less an estate plan; most of these folks are young. There are all kinds of reasons why people don’t
- [Atención Inversionistas Extranjeros Cambios en el Proceso de Solicitud de EINs](https://trustcounsel.com/2019/12/atencion-inversionistas-extranjeros-cambios-en-el-proceso-de-solicitud-de-eins/) - Hola, soy Andrea Aguilar, abogada de la firma Trust Counsel Trust. Los invito a ver nuestro video donde comento sobre cómo los cambios para obtener números de identificación tributaria, EIN, pueden causar algunos problemas para los inversores extranjeros en Estados Unidos. Muchos inversores extranjeros tienen negocios en los EE.UU. o han invertido en bienes inmuebles (casas de vacaciones o propiedades de inversión), instrumentos financieros u otros valores. Y, por lo general, son propietarios de estos activos a través de una estructura que les brinda privacidad, limita su exposición a la responsabilidad, brinda protección a los activos o minimiza impuestos en los EE. UU. Y a menudo, estas estructuras implican la creación de una LLC, un trust, una corporación u otro tipo de entidad que debe tener una identificación fiscal en los EE. UU. Específicamente, un EIN. Pero, los cambios recientes en el proceso EIN afectarán particularmente a los inversores extranjeros.
- [The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce](https://trustcounsel.com/2020/01/the-tax-cut-jobs-act-drastically-alters-the-tax-consequences-of-divorce/) - The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax consequences of divorce. Unlike child support, alimony payments have long been tax-deductible for the ex-spouse
- [Dr. King's Legacy Tarnished Due To Ongoing Legal Fights?](https://trustcounsel.com/2020/01/dr-kings-legacy-tarnished-due-to-ongoing-legal-fights/) - It’s hard to imagine that someone like Martin Luther King, Jr. would end up being the focus of almost endless court battles. After all, Dr. King was the unfaltering champion of peaceful resistance during his quest for full and equal civil rights for all Americans. He was even awarded the Nobel Peace Prize in 1964.
- [The SECURE Act’s Impact On Estate and Retirement Planning — Part 2](https://trustcounsel.com/2020/01/the-secure-acts-impact-on-estate-and-retirement-planning-part-2/) - In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. To see the first part of our article, click here. On January 1,
- [4 Things Trusts Can Do That Wills Can’t](https://trustcounsel.com/2020/01/4-things-trusts-can-do-that-wills-cant/) - Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan. That said, when comparing the two planning tools, you won’t necessarily be choosing
- [Estate plan of Star Strek’s creator](https://trustcounsel.com/2020/01/estate-plan-of-star-streks-creator/) - When it comes to creative thinking, some famous folks seem to operate well outside the norm. Such is often the case for science fiction screenwriters and producers, who summon from their imagination’s visions of the distant future. These creatives have brought eager fans decades of films and television shows, inspiring generations and sparking real technological
- [We Still Call it the "Joe Robbie" Stadium!](https://trustcounsel.com/2020/02/we-still-call-it-the-joe-robbie-stadium/) - Most of us watched the Super Bowl this weekend, which was played at the Hard Rock Stadium but if you have lived in Miami since the 90’s you probably still call that venue The Joe Robbie Stadium. When the stadium went up in the late ‘80s, it was named after the founder and initial owner
- [False Security: Is Your Will Legally Valid?](https://trustcounsel.com/2020/02/false-security-is-your-will-legally-valid/) - A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the state decides who gets your stuff, and it’s very likely not to be who
- [April 15th, 2021 - Subject: 📽️ Netflix's I Care a Lot - Scares a Lot!](https://trustcounsel.com/2021/04/april-15-2021/) - I consider myself to be pretty healthy, I mean other than common colds I’ve never really had any medical issues. Then a couple of weeks ago, I.... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2021/05/415-Netflix-I-care-a-lot.pdf" title="415 Netflix I care a lot"]
- [Almost Three Years After Her Death, Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family—Part 2](https://trustcounsel.com/2021/06/almost-three-years-after-her-death-aretha-franklins-poor-estate-planning-continues-to-haunt-her-family-part-2/) - Nearly three years have passed since Aretha Franklin, known as the “Queen of Soul,” died from pancreatic cancer at age 76. When she first passed away in August 2018, her family thought that Aretha died without any estate plan at all. But since then, four different wills attributed to the late singer have been discovered.
- [6 Ways The American Rescue Plan Can Boost Your Family’s Finances - Part 1](https://trustcounsel.com/2021/08/6-ways-the-american-rescue-plan-can-boost-your-familys-finances-part-1/) - Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer stimulus legislation ever passed, and it came just in time to save millions of Americans whose unemployment benefits were about to expire. In addition to extending unemployment relief, the ARP provides individual taxpayers and
- [Can You Use Your Employer’s Group Legal Insurance for Your Startup’s Legal Needs?](https://trustcounsel.com/2023/08/can-you-use-your-employers-group-legal-insurance-for-your-startups-legal-needs/) - If you’re looking to turn your side hustle into your full-time career, you might be wondering if you can use your current employer’s group legal insurance for your startup’s legal needs. It's common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a variety
- [Can You Rely on Legal Insurance for Your Estate Plan?](https://trustcounsel.com/2023/08/can-you-rely-on-legal-insurance-for-your-estate-plan/) - As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a variety of needs from law firms that have contracted with the insurance company to provide the legal work.
- [NBA Superstar Kobe Bryant's Estate Plan](https://trustcounsel.com/2020/02/nba-superstar-kobe-bryants-estate-plan/) - Kobe Bryant achieved both fame and fortune as an NBA superstar, businessman, family man, and citizen of the world. The news of his tragic death in a fiery helicopter crash in January has left his many fans and admirers stunned and deeply saddened. As the world mourns Bryant, his 13-year-old daughter, and the seven other
- [Money Talk: How Much Will You Share With Your Kids?](https://trustcounsel.com/2020/02/money-talk-how-much-will-you-share-with-your-kids/) - In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your kids (and your parents) about money.
- [What Happens to Your Pets When You Die?](https://trustcounsel.com/2020/02/what-happens-to-your-pets-when-you-die/) - What Happens to Your Pets When You Die? If you have pets, my guess is that you love them as much as you do your children, but I’m also guessing that you have not provided any written or, better yet, legally documented instructions about what should happen to them, if you become incapacitated or when
- [Are You Clear About How Your Parents Estate Plan Will Impact You? ](https://trustcounsel.com/2020/03/are-you-clear-about-how-your-parents-estate-plan-will-impact-you/) - Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are, especially in the wake of the COVID-19 pandemic, you need to be asking these and several other questions. When your parents become incapacitated or die, their affairs will become your responsibility, and
- [The 5 Things Your Health Care Directive Must Have (or it Needs to be Updated Now for The Coronavirus)](https://trustcounsel.com/2020/03/the-5-things-your-health-care-directive-must-have-or-it-needs-to-be-updated-now-for-the-coronavirus/) - If you were hospitalized today and SOMEONE had to make decisions for you, who would it be? Do they know what you’d want and have legal authority to make decisions for you? This is critical whether you are young or old. If you are over the age of 18, and you cannot make medical decisions
- [How Trust Counsel is Operating During COVID-19 Outbreak](https://trustcounsel.com/2020/03/how-trust-counsel-is-operating-during-covid-19-outbreak/) - Even with the rapid changes occurring due to Coronavirus, our team is committed to serving you. As a local business, we wanted to outline the steps we are taking to continue operations. Due to the nature of the work that we do, we are able to work remotely. Scheduling An Appointment Virtual meetings: In an
- [The Most Important Legal and Financial Actions To Take Right Now](https://trustcounsel.com/2020/03/the-most-important-legal-and-financial-actions-to-take-right-now/) - As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease; however, if you are not in a place with such an order, or if your parents are not following it, you may want to refer to our previous
- [How To Get Access to Your COVID Stimulus Money](https://trustcounsel.com/2020/04/how-to-get-access-to-your-covid-stimulus-money/) - It’s the beginning of the month, and bills are coming due. If you are stressed out, it’s important that you know where and how to get access to financial relief. Please consider this not only for yourself, but for your adult children and elderly parents, too, even if you do not need it for yourself.
- [Estate Planning Lessons from Tiger King](https://trustcounsel.com/2020/04/estate-planning-lessons-from-tiger-king/) - The world has gone wild for the Netflix series Tiger King: Murder, Mayhem, and Madness. And for good reason: the show has an eccentric zoo owner named Joe Exotic, animal activist Carole Baskin, tigers, murderous plots, mystery disappearances, and more. In fact, the mysterious disappearance of Carole’s husband Don Lewis – and what becomes of
- [A Map to Doing the Right Thing for the People You Love During the COVID-19 Pandemic](https://trustcounsel.com/2020/04/a-map-to-doing-the-right-thing-for-the-people-you-love-during-the-covid-19-pandemic/) - Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those of us in the “senior” category, but for all of us, no matter our age. We are facing the reality of our mortality, and many
- [Online Wills? When You Should, When You Shouldn't and Where to Do It](https://trustcounsel.com/2020/04/online-wills-when-you-should-when-you-shouldnt-and-where-to-do-it/) - With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pitfalls. Online estate planning could be a big trap for the unwary and actually leave
- [Another Estate Planning Lesson from Kobe Bryant](https://trustcounsel.com/2020/04/another-estate-planning-lesson-from-kobe-bryant/) - We initially wrote a piece on Kobe on our blog – you can check it out here: https://trustcounsel.com/2020/02/nba-superstar-kobe-bryants-estate-plan/ Honestly, I did not follow Kobe Bryant during his lifetime. I knew of him and knew of his career but nothing more than what was in the mainstream. However, in the wake of his passing in a
- [Should You (or Your Parents) Be in the Stock Market Now?](https://trustcounsel.com/2020/04/should-you-or-your-parents-be-in-the-stock-market-now/) - If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker in the past, you can no longer afford to allow your investments to be made
- [Anderson Cooper is a Dad! Continues Vanderbilt Legacy.](https://trustcounsel.com/2020/05/anderson-cooper-is-a-dad-continues-vanderbilt-legacy/) - Anderson Cooper announced the birth of his son, Wyatt, Thursday evening on his show and in a lengthy Instagram post. His son was born on Monday via a surrogate and is named after his father who died when Cooper was 10. Cooper said he regretted that his parents and brother were not alive to meet
- [Protecting Your Parents from Undue Influence during Covid and Beyond](https://trustcounsel.com/2020/05/protecting-your-parents-from-undue-influence-during-covid-and-beyond/) - In a previous article, we shared steps to understanding your parents’ estate planning and the nature of their assets, as well as how to ensure you’re not left with a mess when something happens to them. Today, we want to focus on one of the major risks of not being “in the know” when it
- [Learning to Flourish, Even in a Financial Crisis](https://trustcounsel.com/2020/06/learning-to-flourish-even-in-a-financial-crisis/) - Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a steady paycheck. This financial crisis is challenging that framework for many people. Even if you had a steady job, and even if you still have one,
- [Getting Legal Documents Signed During COVID -- Another Reason to Not Go It Alone](https://trustcounsel.com/2020/05/getting-legal-documents-signed-during-covid-another-reason-to-not-go-it-alone/) - Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t know we would all die (or become incapacitated) one day, but within our current reality, that “one day”
- [Little Richard's Estate Plan](https://trustcounsel.com/2020/05/little-richards-estate-plan/) - Rising to fame in the founding decades of rock and roll, the story of Little Richard is a true rags-to-riches tale. Little Richard went from washing dishes for a living to a world-famous celebrity, inspiring millions of fans and generations of future musicians and artists. In fact, if we were to make a list of
- [3 Unique Ways to Handle the Guilt Inherent to Being a Parent](https://trustcounsel.com/2020/05/3-unique-ways-to-handle-the-guilt-inherent-to-being-a-parent/) - If you’re a parent, you may feel even more guilty than usual. If so, you are definitely not alone. Currently, the burden is on you to both carry on with your work and manage your child’s full-time care and education. Two full-time jobs that you’re trying to do by yourself, likely without teachers or care
- [The Basics of Disability Insurance and How It Can Help During COVID](https://trustcounsel.com/2020/06/the-basics-of-disability-insurance-and-how-it-can-help-during-covid/) - With the risks still posed by COVID-19, we all need to face the possibility that we could get sick, even if we take great care of ourselves through good nutrition, sleep, and exercise. And even if you don’t need to be hospitalized, if you do experience symptoms and test positive, you might have to stay
- [Epstein’s 100 Biological Children Claim Inheritance](https://trustcounsel.com/2020/06/epsteins-100-biological-children-claim-inheritance/) - Jeffrey Epstein is a notorious figure in recent history for a lot of reasons. But since his possible suicide in 2019, more than 100 people have come forward claiming that Epstein is their biological father. If even a small percentage of those claims prove to be true, that could spell big trouble for the Epstein
- [Estate Planning for Your Digital Afterlife](https://trustcounsel.com/2015/05/estate-planning-for-your-digital-afterlife/) - If you’re like most Americans, you have a rich digital life. You may bank online, invest online and certainly interact socially online. But where do those assets go after you go? And how will your loved one’s get access to them, if you haven’t left behind specific instructions and passwords? Unfortunately, identity theft is rising
- [Why NOT Every Child Should Be Equal When It Comes to Your Estate Plan](https://trustcounsel.com/2015/05/why-not-every-child-should-be-equal-when-it-comes-to-your-estate-plan/) - It is natural for parents to want to treat their children equally when it comes to inheritances. However, equal treatment is not always the best course of action when it comes to estate planning and gifts. Here are some situations that call for unequal treatment: Naming executors – while your first instinct may be to
- [Why Your Grad Needs an Estate Plan](https://trustcounsel.com/2015/06/why-your-grad-needs-an-estate-plan/) - We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you are probably not thinking about one for them either, but you should be. Here's why: once your child turns 18, you are no longer entitled to know about their medical records or make decisions about their
- [Al Capone's Tax Evasion](https://trustcounsel.com/2015/06/1574/) - Al Capone, head of the most profitable crime syndicate of the Prohibition Era and mastermind of the notorious 1929 "Valentine's Day Massacre," seemed above the law. In the end, however, Capone would be brought to justice not for murder, extortion, or bootlegging, but for failing to pay taxes! Al Capone once complained about the bad reputation
- [How to Benefit From an Estate Plan When You Own Real Estate](https://trustcounsel.com/2015/06/how-to-benefit-from-an-estate-plan-when-you-own-real-estate/) - Many parents believe that by adding a child’s name to a property deed, they can pass along the property outside of probate. Unfortunately, those who act on that belief often find they have invited more problems than they have avoided. This is because in many states, when more than one person owns property together and
- [What Every Single Parent Needs to Know About Estate Planning](https://trustcounsel.com/2015/06/what-every-single-parent-needs-to-know-about-estate-planning/) - If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, sports teams and the inevitable emergencies that fill the lives of single parents everywhere. Being a single parent is a huge responsibility. You may have taken it on willingly or
- [4 Ways to Protect Family Heirlooms From a Family Feud](https://trustcounsel.com/2015/06/4-ways-to-protect-family-heirlooms-from-a-family-feud/) - The passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over a silver tea service or a portrait of a long-dead ancestor. In fact, you may
- [Protecting Your Child With a Special Needs Trust](https://trustcounsel.com/2015/06/protecting-your-child-with-a-special-needs-trust/) - When you have a family member with special needs, it is important to understand that your estate planning strategy is unique and requires the assistance of an attorney experienced in creating Special Needs Trusts. If an inheritance is left directly to your family member with special needs, it could result in the loss of essential
- [No, No, No - Your Independent Contractor Cannot Sign a Noncompete. Never. Ever.](https://trustcounsel.com/2015/07/no-no-no-your-independent-contractor-cannot-sign-a-noncompete-never-ever/) - According to reports, more employers are hiring people as independent contractors rather than employees to avoid Obamacare, minimum wage requirements, or other laws that only protect employees. It is also being reported that federal and state agencies are intent on exposing and punishing employers who improperly classify employees as independent contractors. Since these reports are,
- [Estate Planning With Gifts to Grandchildren](https://trustcounsel.com/2015/07/estate-planning-with-gifts-to-grandchildren/) - If you are in your “golden years” and are looking for ways to spread your wealth, you should consider the various tools that will allow you to financially protect and benefit your grandchildren. Carefully planning your gifts to your grandchildren is not only a generous act, but can also be a financially wise move in
- [When Your Foreign National Clients Have to Deal With FIRPTA](https://trustcounsel.com/2015/07/when-your-foreign-national-clients-have-to-deal-with-firpta/) - When a foreign person sells U.S. real estate, he or she is subject to having 10% of the gross sales price withheld from the proceeds received at closing. This is a requirement under the Foreign Investment in Real Property Tax Act, known as FIRPTA. This 10% withholding must be remitted to the Internal Revenue Service (IRS)
- [Estate Planning for Blended Families](https://trustcounsel.com/2015/07/estate-planning-for-blended-families/) - The term “blended family” has become commonplace in our society and refers to a family where one or both spouses were previously married and have children from the prior marriage. In some instances, the new couple goes on to have children of their own. With children, stepchildren and ex-spouses involved, estate planning can get quite
- [5 Ways to Keep Your Family Out of Court After You Die](https://trustcounsel.com/2015/07/5-ways-to-keep-your-family-out-of-court-after-you-die/) - You have likely heard over and over that there are many advantages to creating a comprehensive estate plan. One of the most important benefits for many individuals is that it allows you to help prevent disputes among your loved ones after you are gone. Below are a few steps to follow when establishing your estate
- [Consider Your Estate Plan Before You Travel](https://trustcounsel.com/2015/07/consider-your-estate-plan-before-you-travel-2/) - It’s summer, when travel is the busiest and careful planning is necessary to nab the best airfare or book that awesome beach cottage before it slips away. One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with peace of mind. Here are
- [The Top 3 Things to Know Before You Sign a Residential Lease](https://trustcounsel.com/2015/07/the-top-3-things-to-know-before-you-sign-a-residential-lease/) - If you own your home or you’ve been renting so long that this information is old hat to you, consider sharing the details with a young adult or almost adult in your family who would benefit from this knowledge. One of the best ways to pass on your family wealth is to pass on the
- [What Is a Trust?](https://trustcounsel.com/2015/08/what-is-a-trust/) - A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, or even charities. It is easiest to understand if you think about three separate people being involved. One person, called the grantor, funds the trust somehow, by placing money
- [Landmark Supreme Court Ruling on Same-Sex Marriage Will Have Monumental Effects](https://trustcounsel.com/2015/08/landmark-supreme-court-ruling-on-same-sex-marriage-will-have-monumental-effects/) - In June, the United States Supreme Court issued its decision in Obergefell v. Hodges, a highly publicized case upholding the rights of same-sex couples to marry. This decision has widespread implications in various areas, many of which have not been anticipated in mainstream media coverage. Background Most of the plaintiffs were same-sex couples who challenged
- [Aaron Spelling Left Behind Massive Fortune & Broken Family--But NO Litigation?!](https://trustcounsel.com/2015/08/aaron-spelling-left-behind-massive-fortune-broken-family-but-no-litigation/) - What would it be like to grow up in a 123-room mansion in a swanky Los Angeles suburb, rubbing elbows with celebrities, and buying anything you want? Sounds pretty great - unless it was all taken away from you as an adult. As Tori Spelling wrote in her autobiography, it's not easy going from having a
- [Are You Entitled to Unpaid Time Off Without Risking Your Job?](https://trustcounsel.com/2015/08/are-you-entitled-to-unpaid-time-off-without-risking-your-job/) - The Family and Medical Leave Act may provide unpaid time off due to the serious health condition of an employee or an employee’s immediate family member. However, only certain employers, known as “covered employers,” are required to comply with this law. Additionally, employees must meet certain basic requirements before they are entitled to the leave.
- [How to Ensure Your End-of-Life Wishes Are Respected](https://trustcounsel.com/2015/08/how-to-ensure-your-end-of-life-wishes-are-respected/) - How do you want to die? Do you want lifesaving treatments to be administered even if all brain activity has ceased? Is your family aware of your wishes? And perhaps the more important question, is your doctor aware of your wishes? Included in a complete estate plan is a living will (or Advance Health Care
- [How Do I Choose a Life Insurance Plan That's Right for Me and My Family?](https://trustcounsel.com/2015/08/how-do-i-choose-a-life-insurance-plan-thats-right-for-me-and-my-family/) - Life insurance products can be complicated, and because they often come with high commissions for the people selling them, it can be hard to know what to buy and who to trust when you are making that decision. The place to start is to think about whether and why you need life insurance. The most
- [School Bus Safety](https://trustcounsel.com/2015/09/school-bus-safety/) - School is back, and so are school buses. The primary function of a school bus is to get children safely to school and then back. We can all help, and also avoid getting tickets, by knowing and following the below summarized traffic rules relating to school buses: When a school bus stops and displays
- [What You Must Pay Attention to At Your Next Home Sale Closing](https://trustcounsel.com/2015/09/what-you-must-pay-attention-to-at-your-next-home-sale-closing/) - A home sale closing is the end of the process of buying a home. It is the point at which the seller gets paid and the buyer receives title to the property. In addition to the seller and buyer, the parties present at a closing are usually the following: the closing agent; a representative of
- [Saving for College: Where and How to Do It](https://trustcounsel.com/2015/09/saving-for-college-where-and-how-to-do-it/) - If it’s important to you that your children attend college, the time to start saving is now, no matter how young or old they are; the question for you to ask is where to place your savings. If you start saving early in your child's life, you can afford to be a risk taker in
- [Wearable Technology: What Does It Mean For You?](https://trustcounsel.com/2015/09/wearable-technology-what-does-it-mean-for-you/) - Recent headlines have been replete with data breach stories in the last few years. The number of companies and government agencies that have had their systems hacked is staggering. Names, addresses, Social Security numbers, credit card numbers, and other personal information have all been stolen by hackers from companies like Target, J.P. Morgan, Home Depot,
- [Legal Issues Worth Pondering Before Ride-Sharing](https://trustcounsel.com/2015/09/legal-issues-worth-pondering-before-ride-sharing/) - Ride-sharing pioneers Uber and Lyft are proving to be very successful in markets around the country and the globe. Uber operates in 250 cities in 50 countries, and Lyft is in 70 cities across the United States. The draw of these companies is the ease with which customers can hail and pay for a ride,
- [Autonomous Cars and You](https://trustcounsel.com/2015/10/autonomous-cars-and-you/) - Have you ever slammed on the brakes of your car to avoid a crash? If so, odds are that you were using automated vehicle technology. Major auto manufacturers are racing to develop self-driving car capability, but will we see that technology soon? How will this cutting-edge technology affect you? What Is a Self-Driving Car? Let’s
- [Digital Life After Death](https://trustcounsel.com/2015/10/digital-life-after-death/) - Have you ever thought about what happens to your social media accounts after you die? According to the Pew Research Center, 74 percent of Internet users maintain a social media presence using websites like Facebook, LinkedIn, Instagram, and Twitter. The far majority of those use Facebook. Who Owns Your Online Accounts? Many people assume that
- [Real Estate Mogul Maurice Laboz Controls Daughters From the Grave](https://trustcounsel.com/2015/10/real-estate-mogul-maurice-laboz-controls-daughter-from-the-grave/) - Who's going to get your money after your death? My clients devote a great deal of attention to estate planning to make sure their money goes to the people they want it to. If you die in your eighties or nineties, chances are your children will be in their fifties, sixties, and seventies - and
- [Estate Planning and Second  Marriages - Steps to Take Now](https://trustcounsel.com/2015/10/estate-planning-and-second-marriages-steps-to-take-now/) - Is your family a "blended family"? If yes, then you are in good company. It seems some 42 million adult Americans have been married more than once, a 20 million increase just since 1980. Not only do holidays present unique challenges to blended families, but so does estate planning. Are you going to disinherit your new
- [Could AMBER Alert Save Your Child?](https://trustcounsel.com/2015/10/could-amber-alert-save-your-child/) - As a parent, your number one job is to keep your children safe, and that’s not always easy. In our imperfect world there is no shortage of potential dangers to innocent children. One of a parent’s worst nightmares is the thought of the abduction of a child. We hear stories of abductions by one side
- [What Happens If You Die Without a Will?](https://trustcounsel.com/2015/10/what-happens-if-you-die-without-a-will/) - Most people know they need a will. And many of them fully intend on writing a will…someday. But life is busy and the will keeps getting put off. Eventually, someday becomes never. In fact, nearly half of American adults will die without a will in place. So what happens if you die without one? The
- [Trick or Trust: Avoid The Blood-Sucking Probate Process](https://trustcounsel.com/2015/10/trick-or-trust-avoid-the-blood-sucking-probate-process/) - When you open your door to the series of miniature monster's and princesses' exclaiming "trick-or-treat," you can protect yourself from the "tricks" of the dark hallows eve night with the swift toss of a Twix or Snickers Bar. Thus, evading the wrath of the ghosts and goblins on Halloween night is nothing to sweat when
- [Fleecing the Elvis Presley Estate: Why You Really Do Need a Trust & to Trust the Trustee!](https://trustcounsel.com/2015/10/fleecing-the-elvis-presley-estate-why-you-really-do-need-a-trust-to-trust-the-trustee/) - While the Elvis Presley costumes are running rampant during this Halloween season, let them be a reminder that a Last Will & Testament is not sufficient in itself for a complete estate plan except for our most modest clients. The fees associated with the Presley probate alone cost his estate nearly $2 million!! The King
- [A Gift to Your Family and the Environment: Green Burial](https://trustcounsel.com/2015/10/a-gift-to-your-family-and-the-environment-green-burial/) - The practice of burying our dead in the ground has been traced back over 100,000 years ago. For the vast majority of that history, those burials have been green. In fact, the practice of embalming, one of the most environmentally harmful aspects of modern American burial, didn’t begin until the Civil War - in an
- [How to Raise Responsible Kids (Part I)](https://trustcounsel.com/2015/11/how-to-raise-responsible-kids-part-i/) - My guess is that if we did a poll of every parent we know and asked them what they most want for their kids, what we would find at the core is that we all want to raise responsible kids. We may each have a different definition of what responsible means, but after working with
- [We Want to Present With You!](https://trustcounsel.com/2015/11/we-want-to-present-with-you/) - Calling all CPAs, Financial Advisors, Corporate Attorneys, Life/LTC Insurance Agents and anyone else in the financial sphere. Do you regularly do presentations to your existing or potential clients regarding legal or financial matters? Would you like an additional professional to do the presentation with? We would love to join you; and really, by "we" I mean Leslie.
- [How to Raise Responsible Kids (Part II)](https://trustcounsel.com/2015/11/how-to-raise-responsible-kids-part-ii/) - Welcome back to the second article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means here. In short, responsibility means your children are “able to be trusted to do what is right.” So let’s look at what that looks like in several different contexts
- [How to Raise Responsible Kids (Part III)](https://trustcounsel.com/2015/11/how-to-raise-responsible-kids-part-iii/) - Welcome back to the third article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means here, and part 2, where we shared the first step to raising kids who are responsible with money here. Today, we are focusing on how to raise kids who
- [How to Raise Responsible Kids (Part IV)](https://trustcounsel.com/2015/11/how-to-raise-responsible-kids-part-iv/) - Welcome back to the fourth and final article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means here, and part 2, where we shared the first step to raising kids who are responsible with money here, and part 3 where we shared how to
- [Mark Zuckerberg Did NOT Pledge 99% of His Facebook Stock to Charity--Here's What He Did Instead & What He Could Do Even Better](https://trustcounsel.com/2015/12/mark-zuckerberg-did-not-pledge-99-of-his-facebook-stock-to-charity-heres-what-he-did-instead-what-he-could-do-even-better/) - When I heard that Mark Zuckerberg and his wife, Dr. Priscilla Chan, were donating 99 percent of their Facebook shares — currently worth more than $45 billion — to charity, I immediately assumed they had been the beneficiaries of smart family wealth planning advice and would be funding a private foundation that could be used to save money on
- [Big Bang Blonde: Will a Prenuptial Agreement Protect Kaley Cuoco From Ryan Sweeting?](https://trustcounsel.com/2015/12/big-bang-blonde-will-a-prenuptial-agreement-protect-kaley-cuoco-from-ryan-sweeting/) - The news broke that the divorce proceeding between the blonde Big Bang Theory actress Kaley Cuoco and professional tennis player Ryan Sweeting just became a great deal more complicated than originally anticipated - and that shouldn't be surprising! Cuoco recently was named as Forbes' highest paid TV actress for 2015 (in a tie with Sofia Vergara), with $28.5 million in earnings, including
- [Am I Due Class Action Settlement Money?](https://trustcounsel.com/2015/12/am-i-due-class-action-settlement-money/) - Class action lawsuits are common in our court systems. Most everyone has received a notice in the mail of a class action suit involving consumer products, from cars to jewelry. Even if the recipient has a valid claim, the information being provided is lengthy, in small print, and very legalistic. As a result, a lot
- [What Happens to an Indigent Person After Death?](https://trustcounsel.com/2015/12/what-happens-to-an-indigent-person-after-death/) - There are so many people in our midst who are considered indigent. We see them on street corners, in parks, and where homeless people congregate. We may wonder how they get by from day to day. But do you ever wonder what happens when an indigent person dies? Cities, counties, and states have processes in
- [We Want to Review YOUR Estate  Plan - Absolutely Free!](https://trustcounsel.com/2015/12/we-want-to-review-your-estate-plan-absolutely-free/) - LAST CALL - I BELIEVE WE HAVE 2 SLOTS LEFT! Calling all CPAs, Financial Advisors, Corporate Attorneys, Life/LTC Insurance Agents, Realtors and anyone else in the "financial sphere." Are you always taking care of your clients and making sure they have all their ducks in a row but when it comes to your own estate plan you don't even
- [Did Zuckerberg Really Give Away 99% of His Facebook Shares?](https://trustcounsel.com/2015/12/did-zuckerberg-really-give-away-99-of-his-facebook-shares/) - Mark Zuckerberg has already changed the world we live in by giving us Facebook. Now he wants to change the world for future generations, too. He and his wife, Dr. Priscilla Chan, recently announced that they would give 99 percent of their Facebook shares, worth more than $45 billion, to charitable purposes.The pledge was made
- [Retirement Planning Reality Check](https://trustcounsel.com/2016/01/retirement-planning-reality-check/) - The National Institute on Retirement Security states that the funds American workers have set aside for retirement are inadequate to the tune of trillions of dollars. Why? Well as the old adage goes, “Failing to plan is as good as planning to fail.” One of the first pitfalls in retirement planning is giving up before
- [The Best Gift You Can Leave to Your Loved Ones](https://trustcounsel.com/2016/01/the-best-gift-you-can-leave-to-your-loved-ones/) - A Wisconsin woman, whose story was widely reported in media nationwide, has died. Heather McManamy, who was diagnosed with cancer in 2013, was told her condition was terminal in 2014. She began reflecting on what the future lives of her friends and family would be like, after she passed away, and gained national popularity as
- [Planning for Charitable Giving](https://trustcounsel.com/2016/01/planning-for-charitable-giving/) - January 1 wipes the slate clean for your tax deductible charitable contributions. That might be a good time to reassess your approach to donating to charities. Most of us respond to some of the appeals which come through various avenues such as unsolicited phone calls, campaigns at work, or church related charities. Whatever the source
- [Watch Out for Predatory Tax Liens on Your Family Home](https://trustcounsel.com/2016/01/watch-out-for-predatory-tax-liens-on-your-family-home/) - As our parents and other loved ones age, they may need a little more attention from us. Parents, grandparents, aunts and uncles, or even neighbors who are aging may want to be seen as strong and independent. Often, however, their abilities to take care of household and financial affairs begin to erode as they get
- [Holiday Bonus & Tax Refund Spending: Where to Put It For Max Return](https://trustcounsel.com/2016/01/holida-bonus-tax-refund-spending-where-to-put-it-for-max-return/) - Did you get a holiday bonus from your employer? Or maybe you have a tax refund coming. If so, do you have any of it left, have you already got it spent in your mind, or are you thoughtfully considering how you can best utilize this surprise resource? Annual bonus payments and tax refunds are
- [Estate Planning Checklist for January](https://trustcounsel.com/2016/02/estate-planning-checklist-for-january/) - If you've already met with an estate planning attorney to put together your wills, trusts, powers of attorney, and other long-term plans, then congratulations! You've taken a really important step toward being prepared for the future and making things easier on your family and friends should you pass away or become unable to make decisions
- [Daughter of Fontainebleau Heir's Killer -- Wife Can Inherit?!](https://trustcounsel.com/2016/02/daughter-of-fontainebleau-heirs-killer-wife-can-inherit/) - The story of Ben Novack, the heir to Fontainebleau hotel who was murdered by his wife, Narcy Novack, has received widespread media coverage and resulted in multiple litigations. More than five years after Ben's death, the fight for his fortune still continues. More Recently, a Florida Court of Appeal concluded that Narcy's heirs COULD inherit
- [Legal Strategies to Avoid Guardianship](https://trustcounsel.com/2016/02/legal-strategies-to-avoid-guardianship/) - As senior citizens continue to age, the likelihood increases that they will become physically or mentally incapacitated. Hopefully, people in such a situation have family members who step in and help keep their affairs in order. That is not always the case, however. If no one steps in to help, courts may be petitioned
- [Could This Happen to You or Your Loved One? Town Demolishes House While Owner Is In Hospital](https://trustcounsel.com/2016/02/could-this-happen-to-you-or-your-loved-one-town-demolishes-house-while-owner-is-in-hospital/) - Imagine this: your elderly uncle with no family near his home travels South to Florida for surgery and has to stay there unexpectedly for a number of months. While he is away, his home is demolished by the city, including all of his possessions. This just happened to a 69 year-old veteran and home owner
- [Pets In Your Will](https://trustcounsel.com/2016/02/pets-in-your-will/) - For those of us who have pets that would be left behind after we die, there may be a desire to make arrangements for their well-being. Making provisions for pets in your will can only be done through the establishment of a trust. Pets are considered property and, as such, cannot be left money or
- [Talking With Your Family About Your Estate Plan](https://trustcounsel.com/2016/03/talking-with-your-family-about-your-estate-plan/) - Is it time to have “the talk” with your kids? We’re not talking about a “birds and bees” talk but one that is equally important, perhaps more so. Everyone has concerns about what will happen when they die. Some people worry about their homes, cars, or money. Others worry about their children. Rare, however, is
- [Can I Benefit From a Reverse Mortgage?](https://trustcounsel.com/2016/03/can-i-benefit-from-a-reverse-mortgage/) - It seems that we can’t turn on the television or radio without hearing an ad for a “reverse mortgage.” So what is a reverse mortgage exactly, and who can benefit from using one? A reverse mortgage is a type of loan taken out against your home. With a reverse mortgage (as with a traditional mortgage)
- [Should I Pay Off My Mortgage Now or Save More Money?](https://trustcounsel.com/2016/03/should-i-pay-off-my-mortgage-now-or-save-more-money/) - To many people, living debt-free is a lifelong dream. It’s the picture of the easy life. Retired with no debt. . . You may be surprised to learn, however, that debt-free is not always the best decision - particularly if the choice is between paying off a mortgage or using the money more wisely to
- [Tupac's "Dead-Beat" Dad Not an Heir Under California Law](https://trustcounsel.com/2016/03/tupacs-dead-beat-dad-not-an-heir-under-california-law/) - Tupac Shakur came to fame in large part due to his battles with police, inspiring lyrics in his first solo release so violent that Dan Quayle publicly denounced them. In the same time frame, he was arrested five times for violent crimes, leading to numerous criminal charges and civil lawsuits, culminating in a confrontation during
- [Got a Job? Here's How You Can Save Money You Might Be Losing Right Now](https://trustcounsel.com/2016/03/got-a-job-heres-how-you-can-save-money-you-might-be-losing-right-now/) - Did you know there are many steps that you can take to save money via your employment? Some of these strategies work by allowing you to pay for things with pre-tax money, which could up to 40% (depending on your tax bracket) right back into your pocket. Others provide benefits through your employer that are
- [Financial Myths About Getting a Divorce](https://trustcounsel.com/2016/04/financial-myths-about-getting-a-divorce/) - If your marriage is on the rocks, one of your many worries is probably the impact divorce will have on your financial life. We can support you with a thorough analysis of your assets and understanding of the financial impact of a divorce, but first read these three widespread myths of the financial impact of
- [What to Do With a Cash Windfall](https://trustcounsel.com/2016/04/what-to-do-with-a-cash-windfall/) - Many of us like to fantasize about winning the lottery. We muse with our friends about how we might spend the money, and we dream about never wanting for anything ever again. The odds are against us, of course, at least as far as the lottery goes. But that doesn’t mean - at some point
- [Emergency iPhone Health App Can Save Your Life](https://trustcounsel.com/2016/04/emergency-iphone-health-app-can-save-your-life/) - Have you given any thought to how emergency medical care providers know who to contact or what to do if you are in an accident? Some people wear wristbands that contain important health information, such as drug allergies. But there’s an even better tool located in something many of us already carry every day—our iPhones.
- [How to Proactively Plan to Reduce the Impact of Caring For Elderly Family Members](https://trustcounsel.com/2016/04/how-to-proactively-plan-to-reduce-the-impact-of-caring-for-elderly-family-members/) - Much has been written about our nation’s need to help mothers in the workplace. Many benefits, such as maternity leave and nursing stations, are present or well on their way towards implementation in many U.S. states. With employees working later in life, due, in part, to the rise in the regular Social Security retirement age,
- [Recent Superstar Death Brings Estate Planning to the Forefront of Discussion](https://trustcounsel.com/2016/04/recent-superstar-death-brings-estate-planning-to-the-forefront-of-discussion/) - The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate planning. If current reports are correct that Prince died without a will, state law and the Court system will dictate who controls and inherits his sizeable estate. It is also likely that taxing entities will take a bigger bite
- [Prince's Largest Heir Will Still Be the Government](https://trustcounsel.com/2016/05/princes-largest-heir-will-still-be-the-government/) - We don't yet know exactly what caused the death of pop icon Prince, but we do know who will be his biggest heir. Nope, it's not a family member. It's the government. Between Minnesota's top death tax rate of 16 percent, combined with the federal government's 40 percent rate, more than 50 percent of Prince's estate
- [Are You Leaving Your Retirement Account At Risk Due to Poor Planning?](https://trustcounsel.com/2016/05/are-you-leaving-your-retirement-account-at-risk-due-to-poor-planning/) - You’ve spent your entire life building up your retirement account. It may even be the biggest asset you’ll leave behind for the people you love. If that’s the case, you may want to consider creating a special trust designed specifically to receive your retirement account assets in the event of your death. If you leave
- [5 Valuable Traits a Child Can Learn From Working Parents](https://trustcounsel.com/2016/05/5-valuable-traits-a-child-can-learn-from-working-parents/) - Those of us who work sometimes feel that we are doing our children a disservice. Sure, we bring home a paycheck that benefits our children, but we may miss their activities and other aspects of their daily lives. This can be especially true in two-earner families. But in addition to greater financial security, our jobs
- [Donate Empty Pill Bottles to Help Others](https://trustcounsel.com/2016/05/donate-empty-pill-bottles-to-help-others/) - When we pick up our prescriptions, we take the containers for granted. By contrast, in many countries medical care is very difficult to come by. It is expensive, and not many qualified medical providers work in impoverished communities. In developing countries, medicines when actually obtainable are often dispensed into hands, pockets, leaves or any other
- [Parenting: Build Your Child's Resilience to Support Their Ultimate Success](https://trustcounsel.com/2016/05/parenting-build-your-childs-resilience-to-support-their-ultimate-success/) - If you are like most parents, your primary objective is to support your children to be prepared to handle the pressures of adulthood. If you have wondered what the most important thing you can do to support your child now, this article has your answers and it may not be what you think. If there
- [Guiding Your Children to Grow Through Failure--a Gift That Keeps On Giving](https://trustcounsel.com/2016/06/guiding-your-children-to-grow-through-failure-a-gift-that-keeps-on-giving/) - Laws and rules are created within organized societies to regulate interaction and protect citizens. A classic example is the American system of traffic laws, designed to promote consistent traffic flow while reducing accidents. When everyone understands how a four-way stop works, expectations follow. We learn how to conduct ourselves properly and to anticipate how others
- [Signing Up For Medicare: The Facts For You or Your Parents Nearing Age 65](https://trustcounsel.com/2016/06/signing-up-for-medicare-the-facts-for-you-or-your-parents-nearing-age-65/) - People who are nearing the age of 65 should be making plans for the transition from private health care to Medicare. It is not a simple process or one that happens automatically. You have to initiate the enrollment process at a specific time or suffer a monetary penalty. It is important to understand that applying
- [Life Is Multi-Faceted: Teach a Child to Be Open and Embrace Complexities](https://trustcounsel.com/2016/06/life-is-multi-faceted-teach-a-child-to-be-open-and-embrace-complexities/) - When you picture a “normal” family, what do you see? Is it the traditional notion of one male parent and one female parent, two kids, and a family pet? Or do you see something different? Or perhaps you reject the notion of a “normal” family altogether? Recent court and legislative activity have opened the institution
- [ABLE Accounts: A Powerful New Planning Tool for Families with Special Needs Children](https://trustcounsel.com/2016/06/able-accounts-a-powerful-new-planning-tool-for-families-with-special-needs-children/) - Thanks to advances in medical treatment and the development of assistive technologies, individuals with special needs are living longer and more productive lives today, than ever before. While this is positive news, it presents a unique set of estate planning challenges for families and legal guardians who often ask, “How do I set aside financial
- [Kelly Clarkson Starts Blended Family: What She Needs to Consider](https://trustcounsel.com/2016/07/kelly-clarkson-starts-blended-family-what-she-needs-to-consider/) - Starting a new family is always exciting and even a tad scary. This natural apprehension can be enhanced when a couple creates a blended family. Bringing children from different parents together presents challenges – and those challenges are multiplied when the couple have new children of their own. Former American Idol star Kelly Clarkson recently
- [Even Celebrities Like Queen Latifah Act as Caregivers for Their Aging Parents](https://trustcounsel.com/2016/07/even-celebrities-like-queen-latifah-act-as-caregivers-for-their-aging-parents/) - We may not think about it often, but even celebrities have to take care of their aging parents. It is well known that actress, singer, and songwriter Queen Latifah plays an active role in caring for her mother, Rita Owens, who was diagnosed with heart failure more than 10 years ago. Closer to home, my
- [Writing Your Life Story: WHY](https://trustcounsel.com/2016/07/writing-your-life-story-why/) - How often do you wish you knew more about your family? When we’re young, we don’t necessarily pay attention to the stories our elders tell us. Later in life, we often become interested in knowing who and where we come from. We want to learn more about what makes us who we are, and we
- [Work-Life Balance: A Personal Perspective](https://trustcounsel.com/2016/07/work-life-balance-a-personal-perspective/) - Pick up the latest copy of just about any business magazine, and you’re likely to find at least one article on work-life balance. Employers all over the country are talking about how to retain employees, particularly millennials, by enhancing work-life balance. But the conversation really can’t stop or start with employers. It must start with
- [How to Continue Your Family Values For Generations](https://trustcounsel.com/2016/08/how-to-continue-your-family-values-for-generations/) - Most of us want to make a mark in the world. That’s a big part of what gives our lives meaning. And whether or not we have children, our history and stories can be a unique and irreplaceable gift to our families. With just a little effort, we can preserve our family values for generations
- [5 Reasons to Never Give an Outright Inheritance to Your Children -- and What to Do Instead](https://trustcounsel.com/2016/08/5-reasons-to-never-give-an-outright-inheritance-to-your-children-and-what-to-do-instead/) - If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does more harm than good. Something no parent wants. Giving outright ownership of our assets to the kids could
- [Conscious Money Challenge: Know How You Are Invested](https://trustcounsel.com/2016/08/conscious-money-challenge-know-how-you-are-invested/) - If you have money invested in the stock market, whether through a retirement account or a straight brokerage account, I challenge you today to find out exactly what your money is invested in and make a conscious choice about what you are supporting in the world. If you aren’t sure how to do this, grab
- [Can Family Caregiving Change Your Reputation (and Self-Perception) For the Better?](https://trustcounsel.com/2016/08/can-family-caregiving-change-your-reputation-and-self-perception-for-the-better/) - Are you the unappreciated black sheep in your family? Have you wished you could redeem your reputation and at the same time shift your own perception of yourself? Consider taking on the role of family caregiver for an elderly parent, a niece or nephew, or even having a baby of your own. One AARP commentator
- [Permission to Love Your Children](https://trustcounsel.com/2016/08/permission-to-love-your-children/) - This is your letter of permission to go ahead and simply love your children. Put down those expectations that are ingrained in someone else’s idea of what it means to be successful in the world and stare a few moments longer into the precious eyes of the child who stands before you. Instead of asking
- [The 4 Tricky Cons of 2016](https://trustcounsel.com/2016/09/the-4-tricky-cons-of-2016/) - Electronic technology has brought about tremendous benefits for today’s society. We can access goods, services, and information, all at the touch of a button. The flip-side of that coin, however, is that this same technology has also spawned countless new opportunities for dishonesty and crime. It is unlikely that any person who has a telephone,
- [Legal Rights of Grandparents: In Honor of National Grandparents' Day](https://trustcounsel.com/2016/09/legal-rights-of-grandparents-in-honor-of-national-grandparents-day/) - When all is ideal in a family, the bond between grandparent and child is a special one. Maybe you’ve even heard that grandparenting is the grand reward for parenting. But what happens when the grandparent becomes the parent? Or when parents’ divorce or one parent dies and a grandparents’ visitation rights are taken away? This
- [Name Legal Guardians For Your Kids (For FREE) On This Website](https://trustcounsel.com/2016/09/name-legal-guardians-for-your-kids-for-free-on-this-website/) - One of the hardest things to do as a human being is to acknowledge our mortality. Some people even seem to think that if they ignore their eventual death, it will not happen. This is risky behavior for anyone, but particularly for those who are parents of young children. If parents are the victim of
- [End-of-Life Communication and Care: A Struggle Most Physicians Encounter](https://trustcounsel.com/2016/09/end-of-life-communication-and-care-a-struggle-most-physicians-encounter/) - Just as it is difficult for many of us to talk about our ultimate death, it is also difficult for doctors to talk about this eventuality with their patients. Most doctors did not specialize in palliative or end-of-life care, yet they are often called upon to have these tough discussions with patients. You can make
- [Life Changes That Require an Update to Your Estate Plan](https://trustcounsel.com/2016/10/life-changes-that-require-an-update-to-your-estate-plan/) - Even if you do not have an estate plan that you’ve created, the State has one for you. And it’s likely one you won’t like. It may be time for you to review the plan the State has for you and make more informed, empowered choices for your family. If you have created an estate
- [Can Facing Your Death Actually Increase Happiness During Life?](https://trustcounsel.com/2016/10/can-facing-your-death-actually-increase-happiness-during-life/) - Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south. Nestled in the Himalayas, Bhutan is the last remaining Buddhist state in the world. But one of the most unique aspects of Bhutanese government is the country’s use of the Gross National Happiness (GNH) Index to
- [How to Discuss Estate Planning With Aging (or Sick) Loved Ones (Part I)](https://trustcounsel.com/2016/11/how-to-discuss-estate-planning-with-aging-or-sick-loved-ones-part-i/) - Someone you love is aging. Or maybe, facing a potentially terminal illness. And you know it’s time for them to think about end of life planning because the end of their life will impact you. So how do you broach this delicate topic when it feels so uncomfortable to acknowledge? The first step is to
- [How to Discuss Estate Planning With Aging (or Sick) Loved Ones (Part II)](https://trustcounsel.com/2016/11/how-to-discuss-estate-planning-with-aging-or-sick-loved-ones-part-ii/) - In our last newsletter, we shared the first part of our article on how to discuss estate planning with aging (or sick) loved ones. If you didn’t read it yet, you can do so here https://trustcounsel.com/2016/11/how-to-discuss-estate-planning-with-aging-or-sick-loved-ones-part-i/. The holidays can be the best time for you to be ready to discuss these issues with family, and
- [Why You Need to Update Your Estate Plan After These Life Events](https://trustcounsel.com/2016/11/why-you-need-to-update-your-estate-plan-after-these-life-events/) - Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in your life, your plan must be updated immediately in the event of any of these
- [Jose Fernandez's Legacy Will Live On--In Trust for His Unborn Daughter](https://trustcounsel.com/2016/11/hose-fernandezs-legacy-will-live-on-in-trust-for-his-unborn-daughter/) - The death of Miami Marlins pitcher Jose Fernandez is a tragedy felt across our country. His death is particularly tragic for his family and his girlfriend, Maria Arias who is pregnant with their first child. As authorities investigated the accident, there was some initial confusion in the media reports. Initial news channels stated that Fernandez was still
- [How to Live Life Before You Die](https://trustcounsel.com/2016/12/how-to-live-life-before-you-die/) - In Steve Jobs’ 2005 commencement speech at Stanford University, he said: “Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life.” When Jobs was 17, he read a quote that made an impression on him, and every day after he looked in
- [How Will I Pay for the Nursing Home?](https://trustcounsel.com/2016/12/how-will-i-pay-for-the-nursing-home/) - Everybody always assumes that Medicare is going to pay for the nursing home, until they find out that Medicare only pays for up to a few months after a hospital stay. It's not meant to pay for long-term care. This is not a fun thing to find out when you're already overwhelmed with the physical care,
- [ALERT: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die. Check Your Plan Today!](https://trustcounsel.com/2016/12/alert-if-this-language-is-in-your-trust-your-spouse-could-be-screwed-over-when-you-die-check-you-plan-today/) - If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back in the day, when the estate tax exemption was $675,000 to $1,000,000, most living trusts were drafted to provide for a
- [Is Your Family "Too Young" to Need an Estate Plan?](https://trustcounsel.com/2016/12/is-your-family-too-young-to-need-an-estate-plan/) - Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on what is happening to their family in the present. And you
- [Claim of Undue Influence in a Will Contest May Have Unintended Results](https://trustcounsel.com/2016/12/claim-of-undue-influence-in-a-will-contest-may-have-unintended-results/) - Often I get clients who are interested in objecting to a Last Will and Testament because of suspected undue influence of their loved one. In Florida there is a split of authority over what happens to a previous Will when the most recent Will is invalidated by the Court because of undue influence. The results can
- [How These Common Assets Can Affect Your Financial Aid Eligibility](https://trustcounsel.com/2016/12/how-these-common-assets-can-affect-your-financial-aid-eligibility/) - Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility. That’s why careful financial planning is particularly important for families with college-age children. Federal financial aid eligibility
- [Power of Attorney: What Is It and Is It Enough?](https://trustcounsel.com/2016/12/power-of-attorney-what-is-it-and-is-it-enough/) - Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal. There are many different kinds of power of attorney. The scope of the authority the principal grants to the agent can be very broad or quite
- [Steve Jobs Reminds Us to "Live Before You Die"](https://trustcounsel.com/2017/01/steve-jobs-reminds-us-to-live-before-you-die/) - This time of year as I look upon the previous year and set goals for the future, I am always reminded of Steve Jobs’ 2005 commencement speech at Stanford University, where he stated: When Jobs was 17, he read a quote that made an impression on him, and every day after he looked in the
- [Don't "Set it and Forget it!"](https://trustcounsel.com/2017/01/dont-set-it-and-forget-it/) - Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in your life, your plan must be updated immediately in the event of any of
- [How to Incorporate Family Values in Your Estate Plan](https://trustcounsel.com/2017/01/how-to-incorporate-family-values-in-you-estate-plan/) - Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In
- [Estate Planning is CRITICAL For Unmarried Couples](https://trustcounsel.com/2017/01/estate-planning-is-critical-for-unmarried-couples/) - If you died and were unmarried, who would plan your funeral? What would happen to your estate - i.e. everything you own? What if you had been in a relationship with someone for years or even decades? Some of you will remember my newsletter article on Philip Seymour Hoffman who died suddenly, leaving behind three minor
- [3 Health Care Documents You Need to Include in Your Estate Plan](https://trustcounsel.com/2017/01/3-health-care-documents-you-need-to-include-in-your-estate-plan/) - Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate plan can ensure your decisions are always your choice, even if you cannot speak for yourself. Health care documents that
- [Your Simple Estate Planning Review Checklist for 2017](https://trustcounsel.com/2017/01/your-simple-estate-planning-review-checklist-for-2017/) - As we begin 2017, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year. Like any other strategies for the future — saving for college, or a new home, implementing retirement planning, etc... — estate planning is
- [Owning Land in Multiple States Without a Trust Will Cost Your Heirs a Lot of Money!](https://trustcounsel.com/2017/01/owning-land-in-multiple-states-without-a-trust-will-cost-your-heirs-a-lot-of-money/) - A Tale of Ancillary Probate: Two and a Half Years, Three States, & Six Separate Probate Proceedings! For many families, owning land is a rewarding way to build wealth while creating a legacy for future generations. Indeed, we have lots of clients that are real estate investors and end up acquiring portfolios all over.
- [Does Your Parent Need Help With Finances? Start Here.](https://trustcounsel.com/2017/01/does-your-parent-need-help-with-finances-start-here/) - Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant to ask their children for help with their finances. It means a
- [6 Important Estate Planning Tips for Newlyweds](https://trustcounsel.com/2017/01/6-important-estate-planning-for-newlyweds/) - Formal invitations for this year's wedding season have begun to arrive! I have 3 weddings scheduled from June to the end of the year. So for those of you getting married, Mazel tov! As couples who were recently married continue to bask in the afterglow of their romantic honeymoon, it’s hard for them to imagine how
- [How to Make Your First Million by Age 40](https://trustcounsel.com/2017/01/how-to-make-your-first-million-by-age-40/) - Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when in your “growing up” years because most people are a lot more willing (and able) to take risks before they get bogged down with the “realities” of life. While the
- [5 Common Mistakes Miami Parents Make When Naming Guardians for Their Kids](https://trustcounsel.com/2017/01/5-common-mistakes-florida-parents-make-when-naming-guardians-for-their-kids/) - Did you know that according to South Florida Parenting, 69% of parents have not named legal guardians for their kids in case something happens to them? Parents fail to nominate guardians for many reasons. Some don’t know they need to. Some don’t because it is difficult to think about not being there for your
- [Why Do You Still Operate Your Business Under a Limited Partnership?!](https://trustcounsel.com/2017/01/why-do-you-still-operate-your-business-under-a-limited-partnership-2/) - A long time ago (1999) the Florida legislature passed CS/HB 361 amending Florida Statutes 620.8101 to provide, among other things, for limited liability partnerships (LLP) and limited liability limited partnerships (LLLP). The LLP is a general partnership where none of the partners has individual liability for the acts of the partnership. An LLLP is a limited partnership where the
- [The Definition of "Family" Causing Total Chaos in Prince's Estate](https://trustcounsel.com/2017/01/the-definition-of-family-causing-total-chaos-in-princes-estate-2/) - Potential Heirs Keep Coming Out of the Woodwork! When you create an Estate Plan, you decide who receives your assets after you die. If you don't, the laws of the state you live in determine who gets what. But what happens when those laws aren't too clear and there is A LOT of money at
- [5 Steps to Settling a Probate Estate in Miami-Dade County](https://trustcounsel.com/2017/02/5-steps-to-settling-a-probate-estate-in-miami-dade-county/) - Settling a probate estate in Miami-Dade, Broward, or any other Florida County requires quite a bit of time and a lot of organization. It has the potential to be a long, drawn-out process depending on the state of affairs of the deceased and how easy it is to work with the probate court. However, if you’re
- [(Re)Defining Family: Estate Planning for the Post-Nuclear Family](https://trustcounsel.com/2017/02/redefining-family-estate-planning-for-the-post-nuclear-family/) - Blended families, unmarried couples, assisted reproductive technology (ART) and same-sex unions and marriages challenge the traditional concept of “family” as it’s been known for legal purposes up until now. Significant changes in the way we define family culturally means more families are left without the valuable protection they need, in the event of a
- [Important Things You Need to Know About Irrevocable Trusts](https://trustcounsel.com/2017/02/important-things-you-need-to-know-about-irrevocable-trusts/) - Irrevocable trusts are an important part of most asset protection and wealth preservation planning strategies. They are used to protect property and assets from nursing homes and other predators, and, depending on your individual situation, can end up saving you thousands of dollars. Here, I have put together some of the basics about what you
- [The Top 3 Estate Planning Actions to Take During/After Divorce](https://trustcounsel.com/2017/02/top-3-estate-planning-actions-to-take-during-or-after-divorce/) - Perhaps no life event imposes a more significant – and urgent – need to update an estate plan than a divorce. A divorce generally causes a radical change in both personal finances and family dynamics; in nearly all cases, both the husband and wife no longer want the ex-spouse to be a beneficiary of his
- [Yes, You Must Report Your Foreign Inheritance](https://trustcounsel.com/2017/02/yes-you-must-report-your-foreign-inheritance/) - If you are a citizen or permanent resident, you must report all income to the IRS annually even if it's taxed somewhere else. Also, unless you have been living under a rock you should KNOW that you must report your foreign bank accounts. There's been so much press coverage of these issues recently it is harder
- [Estate Taxes in Trump's America](https://trustcounsel.com/2017/02/estate-taxes-in-trumps-america/) - Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes to the tax code are anticipated, high-net-worth families should consider what this change could mean
- [Q&A Tuesday! Q: Leslie, how will my inheritance be taxed?](https://trustcounsel.com/2017/02/qa-tuesday-q-leslie-will-my-inheritance-be-taxed/) - A common question that comes up when I speak with my estate planning clients or the beneficiary of an estate or trust is whether or not the beneficiary will have to pay any taxes on their inheritance. Before this question can be answered, the beneficiary needs to understand that the term "taxes" actually encompasses three
- [Planning for the Care of Your Pet: How to Include Your Pet in Your Estate Plan](https://trustcounsel.com/2017/02/planning-for-the-care-of-your-pet-how-to-include-your-pet-in-your-estate-plan/) - If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared for in the event of your incapacity or death. Without explicitly stated wishes, these furry family members could end up without a home of their own, if you die or become unable
- [Q&A Tuesday! Q: Leslie, how will my inheritance be taxed? Part II](https://trustcounsel.com/2017/02/qa-tuesday-q-leslie-how-will-my-inheritance-be-taxed-part-ii/) - Last week I discussed the common concern about inheritance and taxes and I explained that there are actually three different types of taxes we are concerned with at death: income taxes, inheritance taxes, and both state and federal estate taxes. If you missed the post last week where we covered income taxes please click here.
- [Estate Planning Essentials for Parents](https://trustcounsel.com/2017/02/estate-planning-essentials-for-parents/) - A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such provisions as naming a legal guardian for their child in
- [Estate Planning & Divorce: Incapacity, Death and Alimony](https://trustcounsel.com/2017/03/estate-planning-divorce-incapacity-death-and-alimony/) - If you are considering a divorce, it’s critical to understand the impact of your divorce on what would happen in the event of your incapacity or death, either during the divorce or after. Unfortunately, most divorce lawyers do not give any thought to incapacity or death, simply because they do not have training on
- [Watch Out for This Predatory Phone Scam](https://trustcounsel.com/2017/03/watch-out-for-this-predatory-phone-scam/) - Today, even the most conscientious can fall victim to phone scams. Claiming everything from free cruise vacations to astonishing tax rebates, phone scammers prey on the financially vulnerable, but that’s not all. As scammers become more sophisticated and find clever ways to elude legal consequences, new and convincing scams are on the rise. A recent
- [Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn't Have](https://trustcounsel.com/2017/03/think-your-401k-is-flexible-6-ira-benefits-your-401k-doesnt-have/) - When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone, so you should become familiar with the advantages IRAs have over 401(k)s before you transfer funds or set up a new account. To help
- [Spring Cleaning for Your Legal and Financial Affairs](https://trustcounsel.com/2017/03/spring-cleaning-for-your-legal-and-financial-affairs/) - Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of legal and financial ordering can
- [Planning is Even More Crucial When You Own Foreign Property!](https://trustcounsel.com/2017/03/planning-is-even-more-crucial-when-you-own-foreign-property/) - For lots of families in Miami and South Florida foreign property issues are a significant concern, we are called the gateway to Latin America for a reason. So what do you have to do if you own property that is located in another country? What additional steps will you have to take? Estate and
- [Sofia Vergara is Now Being SUED on Behalf of Her Own EMBRYOS!](https://trustcounsel.com/2017/03/sofia-vergara-is-now-being-sued-on-behalf-of-her-own-embryos/) - It is safe to say the Embryo Lawsuit Between Sofia Vergara, Nick Loeb, & Now a Third-Party Trust has Gotten Out Of Hand... Although I have been following this case for some time, I wasn't going to write about it here because the estate planning implications were a little tenuous... until now! Oh my, how quickly things
- [When Duty Calls: Navigating the Sandwich Generation With Ease](https://trustcounsel.com/2017/03/when-duty-calls-navigating-the-sandwich-generation-with-ease/) - The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation. This growing population of professionals are often still raising kids at home when they become responsible for the care of their own aging parents. The stress
- [The Future of Finances: How to Teach Your Kids to Be Money Savvy](https://trustcounsel.com/2017/04/the-future-of-finances-how-to-teach-your-kids-to-be-money-savvy/) - Part of being an enlightened parent is being thoughtful about how we teach our kids about adult life. Of course you want to prepare them to make good choices as an adult, especially when it comes to finances. And, you may either feel not equipped, or you may be concerned about passing on your
- [How Can I Plan for a Strategic Retirement?](https://trustcounsel.com/2017/04/how-can-i-plan-for-a-strategic-retirement/) - Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly. Time It Get your timing right. Review and understand your
- [Defining the Legal Relationship Between Grandparents and Their Grandchildren](https://trustcounsel.com/2017/04/defining-the-legal-relationship-between-grandparents-and-their-grandchildren/) - Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of the inherent rights parents have, grandparents who are responsible for the care of their grandchildren may encounter unexpected legal challenges. Even if you are
- [Leaving Without a Plan: Prince Didn't Leave a Will & Here's Why YOU Should](https://trustcounsel.com/2017/04/leaving-without-a-plan-prince-didnt-leave-a-will-heres-why-you-should/) - Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. This time last year, superstar musician Prince died suddenly, leaving no will, and the management of his substantial estate fraught with legal complications and added costs. It’s easy to assume that the wealthiest among us have all their ducks
- [How to Achieve Sustainable Business Growth](https://trustcounsel.com/2017/05/how-to-achieve-sustainable-business-growth/) - You’ve put in the time to get your business off the ground and now you’re up and running. You have a product or service that’s selling well, team support to keep everyone happy and a proven income model. Congratulations! You’ve overcome the biggest obstacle to business sustainability. Surviving the startup phase is often the toughest
- [Recently Divorced? Here's Why You Should Put Aside Your Differences Come Tax Season](https://trustcounsel.com/2017/05/recently-divorced-heres-why-you-should-put-aside-your-differences-come-tax-season/) - Divorce can wreak havoc on your finances. But what many divorced couples don’t realize is that they can expect to face recurring financial challenges during tax season for years after the divorce is finalized. While divorce is often adversarial, leaving both spouses with animosity in its wake, tax season is an opportune time to
- [How (and Why) to Disinherit a Child or Grandchild](https://trustcounsel.com/2017/05/how-why-to-disinherit-a-child-or-grandchild/) - Completely disinheriting a child or grandchild should be reserved for extreme circumstances. And, if those circumstances exist in your family, it’s critical to ensure that you’ve taken the proper planning steps so that you are not leaving your loved one’s with a guaranteed lawsuit or other conflict after you are gone. Read on, if you
- [What Happens to Your Body When You Die? The Choice Can Be Yours](https://trustcounsel.com/2017/05/what-happens-to-your-body-when-you-die-the-choice-can-be-yours/) - Many of us are too afraid of death to carefully consider what happens to our bodies after we die. Unfortunately, failing to plan for that event can leave your wishes unattended to and your family grief struck and unsure how to honor your wishes. And the larger truth is that facing your death proactively creates
- [Will a Florida Court Recognize a Foreign Will?](https://trustcounsel.com/2017/06/will-a-florida-court-recognize-a-foreign-will/) - [et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”] One of the effects of globalization is the increase in foreign-born individuals and families visiting, living, and/or investing in the United States and it is very common for those people to own property in both their native home, as well as here in the United States. As
- [Embryos Gone Wild! Sofia Vergara Being Sued by Her OWN Embryos! Part II](https://trustcounsel.com/2017/06/embryos-gone-wild-sofia-vergara-being-sued-by-her-own-embryos-part-ii/) - Sofia Vergara is being sued on behalf of her own embryos, who are demanding that they be brought to life.... As of December 6, 2016, Sofia Vergara is being sued by her own embryos in the state of Louisiana. The embryos, named "Emma" and "Isabella" in the complaint (which is odd, because the second embryo doesn't
- [Your Rights as the Parent of a Young Adult - What You Need to Know  When a Medical Crisis Hits](https://trustcounsel.com/2017/06/your-rights-as-the-parent-of-a-young-adult-what-you-need-to-know-when-a-medical-crisis-hits/) - As a parent, you are most likely quite accustomed to managing the legal and medical affairs of your children, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care usually can do the trick. But what happens when those “children” turn 18, and are now
- [Growing Family? Time to Audit Your Insurance Policies](https://trustcounsel.com/2017/06/2380/) - As your family size grows, there is lots to prepare for and consider. Welcoming a new family member can be a joyous occasion, and requires some planning. Adding a new family member can affect your finances and create a need for more protections. Reassessing your insurance coverage might not be at the top of
- [The Unexpected Costs of Caring for Elderly Parents In Your Home](https://trustcounsel.com/2017/06/the-unexpected-costs-of-caring-for-elderly-parents-in-your-home/) - Multi-generational households are becoming the new (or maybe it’s really old) in vogue way to handle the care of aging parents. And we’re all for it so long as you consider the implications and set your family up for success. With Mom or Dad moving in, you can anticipate some extra expenses, not just financially,
- [Facing Grief After the Death of a Loved One Can Be the Key to a Life of Health and Wholeness](https://trustcounsel.com/2017/06/facing-grief-after-the-death-of-a-loved-one-can-be-the-key-to-a-life-of-health-and-wholeness/) - If you have ever met someone who repeatedly sabotaged their life or seemed to have a hard time moving things forward, despite the best of intentions, it may be that they were dealing with unprocessed grief. Most people have never been taught to deal with grief and as a result are stuck dealing with confusing
- [Why You Should Never Buy Your Will From Living Social or Groupon](https://trustcounsel.com/2017/07/why-you-should-never-buy-your-will-from-living-social-or-groupon/) - Of the handful of major life events that require your serious consideration, few are as emotionally charged as how to leave your assets for loved ones at the time of your death. This often complex process is accomplished via testamentary documents such as wills and trusts, which have recently become available for purchase online as
- [Tax Lessons to be Learned from Celebrity Estate Plans](https://trustcounsel.com/2017/07/tax-lessons-to-be-learned-from-celebrity-estate-plans/) - A celebrity's image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate, that recently meant an IRS bill to the tune of $64.5 million, years after his
- [Divorcing? Here's What You Should Know About How it May Affect Your Trust](https://trustcounsel.com/2017/07/divorcing-heres-what-you-should-know-about-how-it-may-affect-your-trust/) - Trusts vary in their structure, funding, and terms, so it’s hard to know how divorce will impact your trust without review. It’s safe to say, without question, your trust (and really your entire estate plan) should be reviewed during your divorce to prevent unforeseen negative outcomes. The impact of a divorce on your trust
- [Think Your Salary Can Bring You Safely to Retirement? Think Again.](https://trustcounsel.com/2017/07/think-your-salary-can-bring-you-safely-to-retirement-think-again/) - In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you to retirement. With pensions practically a thing of the past, it takes more than just a big piggy bank to afford retirement. Saving strategies aside,
- [The Real Cost of Caring](https://trustcounsel.com/2017/08/the-real-cost-of-caring/) - Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. It can also put the security of your financial future at risk. To mitigate these concerns, consider these useful tips to help you make informed decisions about
- [Planning to Protect Your Assets](https://trustcounsel.com/2017/08/planning-to-protect-your-assets/) - Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection is to plan for what will happen to your assets in the event of your incapacity or death because you are 100% guaranteed to
- [How to Buy Life Insurance Like a Pro](https://trustcounsel.com/2017/08/how-to-buy-life-insurance-like-a-pro/) - Life insurance is a purchase only made once or twice in a lifetime, so it is common to be unaware of the ins and outs of policy protection. The potential pitfalls are significant, however, so review the following tips before purchasing a life insurance policy. Get the Right Type and Amounts Life
- [Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?](https://trustcounsel.com/2017/09/is-californias-new-transfer-on-death-deed-a-safe-alternative-to-a-living-trust/) - Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out of court without going to the trouble of creating a Living Trust. If so, read this before you rely on a Transfer on Death Deed to ensure that you aren’t
- [Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan](https://trustcounsel.com/2017/09/planning-pays-off-an-illustrative-look-at-carrie-fishers-semi-failed-estate-plan/) - Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan can mean the difference between an expensive and unnecessary “time spent in court headache” for your loved ones or an easy “in your lawyer’s office” transition that allows your family
- [Financial + Legal Planning for Unmarried Couples: Should You Legally Marry or Not?](https://trustcounsel.com/2017/09/financial-legal-planning-for-unmarried-couples-should-you-legally-marry-or-not/) - While the Supreme Court issued a landmark decision to legalize same-sex marriage in the U.S. making it possible for people of all sexual orientations to marry, many modern couples (of all genders and sexual orientation) still choose against marriage. If you are in the inquiry around whether to legally get married, be sure
- [How Legal Planning Helps Build a Strong Blended Family](https://trustcounsel.com/2017/09/how-legal-planning-helps-build-a-strong-blended-family/) - Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children together. If you have
- [What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?](https://trustcounsel.com/2017/09/what-to-do-with-surplus-cash-pay-down-debt-spend-or-invest/) - When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having to decide what to do with the money you receive. Did you know that most people who win the lottery lose their winnings within 5 years? In fact, 70% end
- [Easy Mistakes to Avoid When Passing Assets to Your Child](https://trustcounsel.com/2017/10/easy-mistakes-to-avoid-when-passing-assets-to-your-child/) - Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that you want. But your efforts in completing this important, yet somber task can be ruined by making one of these common mistakes. Leaving Assets Outright to Kids
- [The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case](https://trustcounsel.com/2017/10/the-pitfalls-of-diy-wills-lessons-learned-from-a-florida-probate-case/) - DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are turning to online services to meet their legal needs, maybe even you. Here’s what you need to know before you decide to create your own will, using an online
- [The Ten Richest Families in America and Their Rise to Riches](https://trustcounsel.com/2017/10/the-ten-richest-families-in-america-and-their-rise-to-riches/) - Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those of the ten richest families in America. These families weren’t overnight successes, but their fortunes have stood the test of time and are the result of strong family ties and very smart estate planning. 1.Walton ($130
- [How to Ensure Your Pets Are Protected and Well-Cared For in the Event of Your Death or Incapacity](https://trustcounsel.com/2017/10/how-to-ensure-your-pets-are-protected-and-well-cared-for-in-the-event-of-your-death-or-incapacity/) - If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you. Unfortunately, wishing for their good fortune isn’t enough. Too many animals are abandoned when their owners die and face rehoming, life in an animal shelter, or worse. To make sure your furry friend
- [Weathering the Storm: How Families Can Plan for Natural Disasters](https://trustcounsel.com/2017/11/weathering-the-storm-how-families-can-plan-for-natural-disasters/) - Planning for natural disasters is more than just stocking up on canned food and water. In a natural disaster, food and water will keep you alive, but how will you rebuild your life if your home and community are devastated? Here are some simple tips that will help you get back on your feet
- [Have Foreign Accounts? These Are the Filing Requirements](https://trustcounsel.com/2017/11/have-foreign-accounts-these-are-the-filing-requirements/) - By law, many U.S. taxpayers with foreign accounts exceeding certain thresholds must file Form 114, Report of Foreign Bank and Financial Accounts, known as the “FBAR.” It is filed electronically with the Treasury Department’s Financial Crimes Enforcement Network (FinCEN). Taxpayers with an interest in, or signature or other authority over, foreign financial accounts whose aggregate
- [Ready to Write Your Will? Consider This Before You Go It Alone or Online](https://trustcounsel.com/2017/11/ready-to-write-your-will-consider-this-before-you-go-it-alone-or-online/) - A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out of conflict when something happens to you. Don’t think you can just write your
- [Want to Be an Awesome Parent? Stop Stressing and Spend More Time on Self-Care](https://trustcounsel.com/2017/12/want-to-be-an-awesome-parent-stop-stressing-and-spend-more-time-on-self-care/) - All parents have undoubtedly felt guilty at some point for not spending enough time with their children. A large part of this guilt comes from our culture. American parents are pressured to dedicate superhuman levels of time and energy to caring for their children to ensure optimal development. This notion is so prevalent, it’s
- [Pay For a Loved One’s Education With an Education Trust Fund](https://trustcounsel.com/2017/12/pay-for-a-loved-ones-education-with-an-education-trust-fund/) - Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to put aside sufficient savings for a single child’s education, but for multiple kids, the price tag can make donating a kidney for extra cash seem downright reasonable! In fact, a survey
- [New Bill is Potential Game Changer for Your Family’s Tax Strategy](https://trustcounsel.com/2017/12/new-bill-is-potential-game-changer-for-your-familys-tax-strategy/) - If you follow the mainstream or social media news, you likely know the new Republican tax bill, which recently passed both the House and Senate, is a potential game changer for tax planning. Known as the “Tax Cuts and Jobs Act,” both houses of Congress passed different versions of the bill, so it’s unclear what
- [4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 1](https://trustcounsel.com/2017/12/4-cryptocurrency-risks-and-scams-and-how-to-navigate-them-part-1/) - It’s no secret that Bitcoin and other brands of cryptocurrency are one of the hottest new investment opportunities. And if you’re not already invested, you may be considering how to get in, what exactly is the best way to get in, and you should definitely be considering risks and potential scams that are easy to
- [4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 2](https://trustcounsel.com/2017/12/4-cryptocurrency-risks-and-scams-and-how-to-navigate-them-part-2/) - Last week, we shared the first part of our series on cryptocurrency risks and scams. In part two, we discuss two more common traps to be wary of when investing in digital currency. If you are considering using cryptocurrency as an investment vehicle, talk with us first. Pyramid/Ponzi Schemes That Will Trade For
- [The Real Planned Parenthood: Platonic Parenting](https://trustcounsel.com/2018/01/the-real-planned-parenthood-platonic-parenting/) - Divorce can be one of the most unpleasant—and often traumatic—experiences of your life, especially if you have children. It can be even more distressing for the kids themselves. In many cases, a divorce can severely affect a child’s emotional well-being, and in extreme cases, even tear apart a parent’s personal relationship with their offspring.
- [Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)](https://trustcounsel.com/2018/01/suze-orman-says-this-is-the-age-you-should-retire-not-a-month-or-year-before-and-heres-what-she-misses/) - If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between 55 and 65 have nothing saved for retirement. And even if you’ve diligently saved, it’s
- [4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse](https://trustcounsel.com/2018/01/4-warning-signs-your-elderly-relative-may-be-the-victim-of-financial-abuse/) - Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money suddenly vanishes. Most victims are more than 70 or 80 years old, and involve
- [What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Personal Family Lawyer®](https://trustcounsel.com/2018/01/what-to-expect-from-and-how-to-prepare-for-an-initial-estate-planning-meeting-with-your-personal-family-lawyer/) - Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to understand how working with a Personal Family Lawyer® is different than meeting with a traditional lawyer. This article will explain what’s involved with such a consultation, and it may even inspire you to meet with us to
- [5 Common Estate Planning Mistakes and How to Avoid Them](https://trustcounsel.com/2018/02/5-common-estate-planning-mistakes-and-how-to-avoid-them/) - Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind. While not having any
- [How Will the New Tax Law Affect Your Family?](https://trustcounsel.com/2018/02/how-will-the-new-tax-law-affect-your-family/) - President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority of the most dramatic changes are aimed at business taxation, not individual taxpayers. That said, there are several fairly significant
- [Same-Gender Couples Still Face Legal Challenges Over Parental Rights—But Protections Via Estate Planning (Outside of Adoption) Are Available](https://trustcounsel.com/2018/02/same-gender-couples-still-face-legal-challenges-over-parental-rights-but-protections-via-estate-planning-outside-of-adoption-are-available/) - In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ community celebrated a huge victory. With the issue of marriage settled, it looked as if same-gender couples were finally going to have equal standing with heterosexual couples in the eyes of the law. But while same-gender couples
- [Common Estate Planning Issues You Must Navigate When Contemplating a Second (or More) Marriage](https://trustcounsel.com/2018/02/common-estate-planning-issues-you-must-navigate-when-contemplating-a-second-or-more-marriage/) - These days, second and even third marriages are fairly commonplace. And the estate planning issues that arise from multiple marriages can be highly complex and confusing. Merging two families into one presents unique legal and financial challenges that can cause significant conflict and distress unless effective estate planning has been put into place early on.
- [Estate Planning Best Practices Gleaned From Famous Celebrity Deaths](https://trustcounsel.com/2018/03/estate-planning-best-practices-gleaned-from-famous-celebrity-deaths/) - Discussing death can be awkward, and many people would prefer just to ignore estate planning all together. However, ignoring—or even putting off—such planning can be a huge mistake, as these celebrity stories will highlight. The next time one of your relatives tells you they don’t want to talk about estate planning, share these famous celebrities’
- [Choosing the Right Life Insurance Policy](https://trustcounsel.com/2018/03/choosing-the-right-life-insurance-policy/) - While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types available. In order to offer some clarity on the different types of policies out there, we’ve broken down the most popular kinds of life insurance here and discussed the pros and cons that come with each one.
- [Estate Planning Tips for Ensuring Your Pets Are Properly Cared For](https://trustcounsel.com/2018/03/estate-planning-tips-for-ensuring-your-pets-are-properly-cared-for/) - It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each year for exactly this reason, and a large number of these animals are ultimately euthanized. Whether we like it or
- [3 Key Benefits of Conscious Uncoupling](https://trustcounsel.com/2018/03/3-key-benefits-of-conscious-uncoupling/) - The concept of conscious uncoupling, or conscious divorce, has been around for decades in the psychotherapy community. However, the actual term “conscious uncoupling” was thrust into the mainstream lexicon in 2014, when Gwyneth Paltrow used it to publicly announce that she and husband Chris Martin were separating. Since then, the term has been used extensively
- [Before Your Kids Leave For College, Make Sure They Sign These Documents](https://trustcounsel.com/2018/03/before-your-kids-leave-for-college-make-sure-they-sign-these-documents/) - With high school graduation coming up, many parents will soon watch their children become adults (at least in the eyes of the law) and leave home to pursue their education and career goals. Turning 18, graduating high school, and moving out is a huge accomplishment. And it also comes with some serious responsibilities that probably
- [How and When to Talk to Your Children About Money](https://trustcounsel.com/2018/04/how-and-when-to-talk-to-your-children-about-money/) - Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether they’re little kids, tweens, teens, or already adults. The Wall Street Journal article “The Best Way for Wealthy Parents to Talk to Children About Family Money” offers guidelines for how and when
- [The Key Differences Between Wills and Trusts](https://trustcounsel.com/2018/04/the-key-differences-between-wills-and-trusts/) - When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you rely on a will alone to pass on what matters, you’re guaranteeing your family has
- [Estate Planning Mistakes Seniors (Including You or Your Parents) Can’t Afford to Make](https://trustcounsel.com/2018/04/estate-planning-mistakes-seniors-including-you-or-your-parents-cant-afford-to-make/) - Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the court system in the event
- [6 Steps to Select and Name the Right Guardians for Your Children—Part 1](https://trustcounsel.com/2018/04/3195/) - One of your most important responsibilities as a parent is to select and legally document guardians for your children. This doesn’t mean just naming godparents or trusting the grandparents will step in if necessary. It means consciously deciding who would raise your children if you cannot. And then it means legally documenting your choices and
- [6 Steps to Select and Name the Right Guardians for Your Children—Part 2](https://trustcounsel.com/2018/05/6-steps-to-select-and-name-the-right-guardians-for-your-children-part-2/) - Last week, we shared the first part of our series on selecting and naming the right guardians for your children. Here in part two, we discuss the final three steps in the process. Narrow candidate list, and rank your choices When you’ve come up with all of the potential candidates for guardian, narrow down the
- [Ensure the Security of Your Senior Parents' Identity and Financial Assets](https://trustcounsel.com/2018/05/ensure-the-security-of-your-senior-parents-identity-and-financial-assets/) - Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can be made online using a computer or mobile device. In light of this, it’s critically important to have the appropriate safeguards in place to reduce the risk of fraud and identity theft, especially for your senior parents. Because
- [I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1](https://trustcounsel.com/2018/05/i-dont-have-kids-so-why-do-i-need-estate-planning-part-1/) - It’s a common misconception to think that if you don’t have children, you don’t need to worry about estate planning. But the fact is, it can be even MORE important to do estate planning if you have no children. Some of the common thoughts behind this mistaken belief may take one of these forms: “If
- [Meghan Markle could get wedding gift she doesn't want: Serious Tax Problems!](https://trustcounsel.com/2018/05/meghan-markle-could-get-wedding-gift-she-doesnt-want-serious-tax-problems/) - When Meghan Markle married Prince Harry this last weekend, she was probably saying "I do" to some interesting tax problems as all of her foreign assets are likely to be subject to scrutiny by the IRS. This poses a problem for both Markle the British royal family, which has managed preserve their privacy regarding the
- [Estate Planning During Divorce](https://trustcounsel.com/2018/05/estate-planning-during-divorce/) - If you are getting a divorce from your spouse, you have a lot of Divorce Estate Planning to do. You will need to name your own beneficiaries, organize your divided assets, and set up your individual estate. It is important that you meet with a qualified attorney to discuss the specifics of planning your estate to
- [Vacation Planning Necessities](https://trustcounsel.com/2018/05/vacation-planning-necessities/) - If you are planning a vacation, you probably have a lot to prepare for before you get away. Between structuring your itinerary, getting plane tickets or train reservations, and booking hotels, creating an estate plan is probably not something you thought to add to your to-do list. But, think again and consider that now is
- [I Don't Have Kids So Why Do I Need Estate Planning - Part 2](https://trustcounsel.com/2018/05/i-dont-have-kids-so-why-do-i-need-estate-planning-part-2/) - Last week, we shared the first part of our series on the importance of estate planning for those without children. Here in part two, we discuss the other risks involved for those who forego estate planning. Someone will have power over your health care Estate planning isn’t just about passing on your assets when you
- [Safeguard Your Cryptocurrency Assets With Estate Planning](https://trustcounsel.com/2018/06/safeguard-your-cryptocurrency-assets-with-estate-planning/) - One of the biggest appeals of cryptocurrency, like Bitcoin, is that it is decentralized, unregulated, and anonymous. There are no financial institutions controlling it, and unless you tell someone you own digital currency, it remains a secret. When it comes to estate planning, however, that kind of secrecy can be disastrous. In fact, without the
- [What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated](https://trustcounsel.com/2018/06/what-you-should-know-about-guardianship-in-case-a-parent-or-loved-one-becomes-incapacitated/) - Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning) to keep family or other loved one’s out of court, a guardianship, or conservatorship as it is sometimes called, must be
- [Squabbles Between Alan Thicke’s Heirs Highlight the Importance of Properly Drafted and Updated Estate Planning](https://trustcounsel.com/2018/06/squabbles-between-alan-thickes-heirs-highlight-the-importance-of-properly-drafted-and-updated-estate-planning/) - In the 1980s, the late actor Alan Thicke played the wise-but-hip father figure and psychiatrist Dr. Jason Seaver in the sitcom Growing Pains. Following Alan’s sudden death in December 2016, with his children and widow battling over his estate, one can only wonder what sage advice Dr. Seaver would have had for Thicke’s heirs. Alan
- [Squabbles Between Alan Thicke’s Heirs Highlight the Importance of Properly Drafted and Updated Estate Planning](https://trustcounsel.com/2018/06/squabbles-between-alan-thickes-heirs-highlight-the-importance-of-properly-drafted-and-updated-estate-planning-2/) - In the 1980s, the late actor Alan Thicke played the wise-but-hip father figure and psychiatrist Dr. Jason Seaver in the sitcom Growing Pains. Following Alan’s sudden death in December 2016, with his children and widow battling over his estate, one can only wonder what sage advice Dr. Seaver would have had for Thicke’s heirs.
- [How to Care for Children with Special Needs with Estate Planning](https://trustcounsel.com/2018/06/how-to-care-for-children-with-special-needs-with-estate-planning/) - For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved–and definitely more critical. The latest statistics show that five percent of minor children have some sort of disability, and the burden of caring
- [Tax Estimation and Reporting Considerations as Filing Deadlines Approach for Taxpayers Abroad](https://trustcounsel.com/2018/06/tax-estimation-and-reporting-considerations-as-filing-deadlines-approach-for-taxpayers-abroad/) - The IRS has recently issued a reminder to taxpayers that the automatic two-month extension for U.S. citizens and resident aliens living abroad for filing the 2017 income tax return is about to expire. U.S. citizens or resident aliens are subject to U.S. income tax on their worldwide income, regardless of where they are. The due
- [Anthony Bourdain: A Teachable Moment in an Untimely Death](https://trustcounsel.com/2018/06/anthony-bourdain-a-teachable-moment-in-an-untimely-death/) - The news of Anthony Bourdain’s suicide totally shocked me last week. Bourdain seemed to live the life many of us aspire to lead but do not have the courage to “go for.” He seemed just a little bolder, a little more honest, a little more adventurous, a little more “in the moment” than the rest
- [Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs](https://trustcounsel.com/2018/06/create-a-special-needs-trust-to-protect-the-financial-future-of-your-child-with-special-needs/) - It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and care of their child is properly handled. Or sometimes, they tell me they didn’t know they needed to do anything at all.
- [Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust](https://trustcounsel.com/2018/07/donate-appreciated-assets-to-charity-instead-of-selling-outright-for-tax-and-income-benefits-using-a-charitable-remainder-trust/) - If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself or your family AND supporting your favorite charity. A CRT is a “split-interest” trust,
- [Appoint a Guardian to Keep Your Kids In Safe Hands At All Times](https://trustcounsel.com/2018/07/appoint-a-guardian-to-keep-your-kids-in-safe-hands-at-all-times/) - Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations. As you likely know, the administration's new “zero-tolerance” policy has led to the separation of more than 2,300 children from their parents at the U.S.-Mexico border
- [Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1](https://trustcounsel.com/2018/07/before-agreeing-to-serve-as-trustee-carefully-consider-the-duties-and-obligations-involved-part-1/) - If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a trustee is not only a great honor, it’s also a major responsibility. The job can
- [Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2](https://trustcounsel.com/2018/07/before-agreeing-to-serve-as-trustee-carefully-consider-the-duties-and-obligations-involved-part-2/) - Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in part two, we discuss the rest of a trustee’s core responsibilities. [PFL - INSERT HYPERLINK BEHIND TEXT TO PREVIOUS ARTICLE IN BLOG WHEN READY]Being asked to serve as trustee can be
- [Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens](https://trustcounsel.com/2018/08/do-your-homework-to-ensure-your-kids-are-properly-cared-for-no-matter-what-happens/) - It’s back-to-school time again, and when it comes to estate planning you may have homework to do. As a parent, your most critical—and often overlooked—task is to select and legally document guardians for your minor children. Guardians are people legally named to care for your children in the event of your death or incapacity. If
- [Avoid This Major Mistake When Adding an IRA to Your Estate Plan](https://trustcounsel.com/2018/08/avoid-this-major-mistake-when-adding-an-ira-to-your-estate-plan/) - Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need to list the same person again as beneficiary in their IRA paperwork. Because of this, they often leave the IRA beneficiary form blank or list “my estate” as the beneficiary.
- [6 Key Steps For Conscious Co-Parenting—Part One](https://trustcounsel.com/2018/08/6-key-steps-for-conscious-co-parenting-part-one/) - Committing to a conscious divorce means protecting your children from end-of-marriage related trauma. When the marriage ends in a cooperative manner, divorce can be transformed from a contentious event into one that can inspire healthy growth. In fact, engaging in divorce with a positive focus can better prepare both you and your kids for your
- [Heath Ledger’s “Domicile” an Issue for His Estate](https://trustcounsel.com/2018/08/heath-ledgers-domicile-an-issue-for-his-estate/) - Celebrity estate planning mistakes run the gamut from dying without a Will or Living Trust (as is the case of Jimi Hendrix and Prince) to failing to properly plan for estate taxes (like the Wrigleys, who owned the Chicago Cubs baseball team and the Wrigley Company best known for producing American chewing gum). Others simply
- [The U.S. Supreme Court Eliminates Barrier to Collect Sales and Use Taxes from Remote Sellers](https://trustcounsel.com/2018/08/the-u-s-supreme-court-eliminates-barrier-to-collect-sales-and-use-taxes-from-remote-sellers/) - The U.S. Supreme Court has recently decided on the standard to require out-of-state sellers to collect sales and use taxes. In South Dakota v. Wayfair, Inc.,[1] the Court ruled that states can compel out-of-state sellers to collect sales and use taxes from consumers, even if sellers do not have a physical presence in the state.
- [The “King of Pop” v. Disney](https://trustcounsel.com/2018/08/the-king-of-pop-v-disney/) - On May 24th, ABC Television—a flagship of the broadcast subsidiary owned by The Walt Disney Company—aired a two-hour television special entitled “The Last Days of Michael Jackson.” Shortly thereafter, the King of Pop’s estate issued a statement condemning the special—and the copyright infringement battle began. The special, which Disney argues is a “documentary,” chronicled Jackson’s
- [Wait, Social Security Benefits are Taxed?](https://trustcounsel.com/2018/08/wait-social-security-benefits-are-taxed/) - Depending on the amount of other income and Social Security benefits, those benefits are included with other taxable income. It could be 85%, 50%, or zero. There are steps you can take to reduce your tax exposure. However, it takes planning and knowing the formulas. Investopedia’s article, “How to Avoid the Social Security Tax Trap,”
- [6 Key Steps For Conscious Co-Parenting: Part Two](https://trustcounsel.com/2018/08/6-key-steps-for-conscious-co-parenting-part-two/) - Last week, we shared the first part of this series, discussing some of the key steps for conscious co-parenting. In part two, we continue with the final steps. [PFL/FBL: INSERT HYPERLINK BEHIND TEXT TO FIRST ARTICLE IN YOUR BLOG WHEN READY] Today, many married couples who decide to end their marriages choose conscious divorce. However,
- [Aretha Franklin Dies Without a Will and Leaves Her Family to  Deal With Court and Conflict](https://trustcounsel.com/2018/08/aretha-franklin-dies-without-a-will-and-leaves-her-family-to-deal-with-court-and-conflict/) - Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at her home in Detroit. Like Prince, who died in 2016, Franklin was one of the greatest musicians of our time. Also like Prince, however, she died without a will or trust to pass on her multimillion-dollar
- [Foreign Athletes and Entertainers May Have U.S. Tax Obligations Too!](https://trustcounsel.com/2018/09/foreign-athletes-and-entertainers-may-have-u-s-tax-obligations-too/) - Inspired by well-known athletes and entertainers, such us soccer player David Beckham, or Mexican Oscar winners Guillermo del Toro and Alejandro G. Iñárritu, new generations of foreign athletes, actors, producers, and entertainers have come to the U.S. hoping to make their mark as well. However, foreign athletes and entertainers may encounter issues with the IRS
- [Say A Little Prayer: The Queen of Soul Leaves Behind a Huge Legacy… But No Will](https://trustcounsel.com/2018/09/say-a-little-prayer-the-queen-of-soul-leaves-behind-a-huge-legacy-but-no-will/) - On August 16th, the beloved Queen of Soul passed away after a long battle with pancreatic cancer. She left behind an estate of reportedly $80 million and four adult sons—one of whom has special needs. Unfortunately, Aretha Franklin joins the roster of celebrities, like Prince, who failed to leave behind an estate plan. However, Franklin
- [Q & A Thursday](https://trustcounsel.com/2018/09/q-a-thursday/) - Q: Hi Leslie, we are getting older and my husband and I are not rich. Our biggest asset is our home. To make it easy on our kids after we die, shouldn’t we just transfer it to them now? We trust our kids and have other family members that have done this, and it seems to have worked
- [What Happens to Your Facebook Account When You Die?](https://trustcounsel.com/2018/09/what-happens-to-your-facebook-account-when-you-die/) - If you’re active on social media, Facebook probably plays a prominent role in your life. And now the social media titan can even play a role in your afterlife. Today, estate planning encompasses not only your tangible assets—bank accounts and real estate—but your digital assets as well, such as cryptocurrency, websites, and social media accounts.
- [The Light in Burt Reynolds’ Financial Woes](https://trustcounsel.com/2018/09/the-light-in-burt-reynolds-financial-woes/) - Earlier this month, Hollywood’s beloved mustachioed Burt Reynolds passed away in Jupiter, Florida. He was 82. And while we remember him for his charisma both on and off the screen, some may also recall his financial troubles in the early 1990's—which ultimately led to his filing for Chapter 11 bankruptcy protection in 1996. Even fewer,
- [Q&A Tuesday - Estate Planning for your young children](https://trustcounsel.com/2019/12/qa-tuesday/) - When you're doing your Estate Planning, you may come across this very frequent question: How much money should I leave my young children? This is a very personal decision you should take along with your attorney and before you do so, you may want to consider some aspects before doing so. Therefore, we did
- [Becoming a Florida Trustee](https://trustcounsel.com/2019/12/becoming-a-florida-trustee/) - In this week's video, I give you helpful advice before becoming a Florida Trustee. Being a Trustee is a big decision that you have to make along with your family and attorney so you know what obligations you are contracting. Without a plan in place, there could be a long-lasting impact on your loved ones.
- [Is It Time to Go Solo(preneur)?](https://trustcounsel.com/2020/06/is-it-time-to-go-solopreneur/) - There’s nothing like a major change in the economic climate to make you rethink your day job. “Business as usual” currently means a large element of uncertainty about what the future holds for your working life. Whether you've lost your job, had your hours cut, or have seen these things happen to people you know,
- [How Do Trusts Help You Save on Taxes?](https://trustcounsel.com/2020/06/how-do-trusts-help-you-save-on-taxes/) - Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences. Revocable trusts, which are the far more commonly used trusts, have no tax consequences whatsoever. A revocable
- [Your “Blended” Family Is Likely Headed to Court Unless You Do This](https://trustcounsel.com/2020/06/your-blended-family-is-likely-headed-to-court-unless-you-do-this/) - If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn out court battle. So let’s start with clarity around what a blended family is and whether
- [James Brown's Estate Plan](https://trustcounsel.com/2020/06/james-browns-estate-plan/) - It’s been fourteen years since the world mourned the loss of music icon James Brown, the Godfather of Soul. Yet all this time, his estate has been mired in litigation. But thanks to a new court ruling, that could finally be coming to an end. The problem isn’t that Brown didn’t leave a Will with
- [A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly  Left Out of Family Trust](https://trustcounsel.com/2020/07/a-tragic-oversight-kobe-bryants-youngest-daughter-mistakenly-left-out-of-family-trust/) - In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Brianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and preserve his estimated $600
- [Karl Lagerfeld’s Cat](https://trustcounsel.com/2020/07/karl-lagerfelds-cat/) - When Chanel’s creative director Karl Lagerfeld passed away in 2019, rumors went wild about who would inherit his $270 million estate. Many of those rumors claimed that he wanted his Birman cat, Choupette, to get it all. A year later, we’re still waiting to get the details of who exactly will share Lagerfeld’s sizeable fortune
- [COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 1](https://trustcounsel.com/2020/07/covid-19-highlights-critical-need-for-advance-healthcare-directives-part-1/) - As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers in urging Americans to create the proper estate planning documents, so medical providers can better coordinate their care should they become hospitalized with the virus. The most critical planning tools for this purpose are medical power of attorney and
- [COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 2](https://trustcounsel.com/2020/07/covid-19-highlights-critical-need-for-advance-healthcare-directives-part-2/) - In the first part of this series, we discussed the vital importance of having updated advance directives in place in light of COVID-19. Here, we’ll look at several additional provisions you should consider adding to your directives to address potential contingencies related to the pandemic. With new cases of COVID-19 currently surging in dozens of
- [How to Avoid the Need For a Prenuptial Agreement—Part 1](https://trustcounsel.com/2020/07/how-to-avoid-the-need-for-a-prenuptial-agreement-part-1/) - If you’re counting down the days to your wedding, divorce is probably the last thing you and your fiancé want to be thinking about, and yet you might be rightfully concerned about what would happen to your assets in the event of a divorce—or your death. You may also be worried that suggesting a prenuptial
- [How to Avoid the Need For a Prenuptial Agreement—Part 2](https://trustcounsel.com/2020/08/how-to-avoid-the-need-for-a-prenuptial-agreement-part-2/) - If you are engaged to be married, divorce is probably the last thing you and your fiancé want to be thinking about. Yet you might be rightfully concerned about what would happen to your assets should your marriage end in divorce or in the event of your death. One option you might be considering for
- [What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 1](https://trustcounsel.com/2020/08/what-the-netflix-series-tiger-king-can-teach-you-about-estate-planning-part-1/) - Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have
- [An Estate Planning Attorney’s Guide to Finding a Great Financial Advisor!](https://trustcounsel.com/2020/08/an-estate-planning-attorneys-guide-to-finding-a-great-financial-advisor/) - I am always preaching that there are 5 people you want on your side when building your family’s trusted advisory team: 1) Attorney, 2) Accountant, 3) Insurance Advisor, 4) Financial Advisor, and 5) Banker. Your personal financial dream team will help you navigate the harsh waters of this thing we call LIFE, where what you
- [What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2](https://trustcounsel.com/2020/08/what-the-netflix-series-tiger-king-can-teach-you-about-estate-planning-part-2/) - Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have
- [What the Netflix Series Tiger King Can Teach You About Asset Protection  Planning- Part 3](https://trustcounsel.com/2020/08/what-the-netflix-series-tiger-king-can-teach-you-about-asset-protection-planning-part-3/) - Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have
- [What the Black Panther can Teach us About Legacy](https://trustcounsel.com/2020/09/what-the-black-panther-can-teach-us-about-legacy/) - As I am sure you have heard, Actor Chadwick Boseman, best known for playing Black Panther in the hit Marvel superhero franchise, died of cancer at the very young age of 43 last week. Since I had not seen it before, over the weekend I saw the Marvel smash hit everyone was raving about a
- [Lost An Old 401(k)? Here Are 6 Tips For Finding It.](https://trustcounsel.com/2020/09/lost-an-old-401k-here-are-6-tips-for-finding-it/) - The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people change
- [Once Your Kids Are 18, Make Sure They Sign These Documents](https://trustcounsel.com/2020/09/once-your-kids-are-18-make-sure-they-sign-these-documents/) - While estate planning is probably one of the last things your teenage kids are thinking about, given the dire threat coronavirus represents, when they turn 18, it should be their (and your) number-one priority. Here’s why: At 18, they become legal adults in the eyes of the law, so you no longer have the authority
- [6 Changes to Watch For In Your 2020 Taxes](https://trustcounsel.com/2020/09/6-changes-to-watch-for-in-your-2020-taxes/) - Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. In addition to annual updates for inflation, the Coronavirus
- [What You Should Know Before Agreeing to Serve as Trustee](https://trustcounsel.com/2020/10/what-you-should-know-before-agreeing-to-serve-as-trustee/) - 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 major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both ethically and legally required to properly
- [Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1](https://trustcounsel.com/2020/10/start-planning-now-to-prepare-your-estate-for-a-possible-democratic-sweep-part-1/) - No matter who you are voting for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. And as you’ll learn here, there are a number of reasons why you should start strategizing now, because if you wait until
- [Mary Trump Sues  President & Family for  Inheritance Fraud!](https://trustcounsel.com/2020/10/mary-trump-sues-president-family-for-inheritance-fraud/) - Mary Trump, President Donald Trump's niece, is suing the president over claims that he cheated her out of tens of millions of dollars of inheritance decades ago by manipulating the value of properties and lying to her about the worth of her inheritance. The lawsuit accuses Trump, along his late brother Robert, and sister Maryanne,
- [4 Reasons Why You Can’t Afford to Go Without An Estate Plan](https://trustcounsel.com/2020/10/4-reasons-why-you-cant-afford-to-go-without-an-estate-plan/) - October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you've been thinking about creating an estate plan, but still haven't checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love has yet to create a plan, contact us, as your Personal Family
- [Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2](https://trustcounsel.com/2020/10/start-planning-now-to-prepare-your-estate-for-a-possible-democratic-sweep-part-2/) - No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you may want to start strategizing now if you could be impacted,
- [Will Your Estate Plan Actually Work When Your Family Needs It?](https://trustcounsel.com/2020/11/will-your-estate-plan-actually-work-when-your-family-needs-it/) - If you’re like most people, you likely think estate planning is just one more task to check off of your life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online documents. Then, you’ll put those documents
- [Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1](https://trustcounsel.com/2020/11/getting-divorced-dont-overlook-these-4-updates-to-your-estate-plan-part-1/) - Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late. Failing to update your plan for divorce can have a
- [Black Panther Star Chadwick Boseman Dies Without A Will—Part 1](https://trustcounsel.com/2020/11/black-panther-star-chadwick-boseman-dies-without-a-will-part-1/) - On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and the marriage gives Ledward the right to any assets held
- [Black Panther Star Chadwick Boseman Dies Without A Will—Part 2](https://trustcounsel.com/2020/11/black-panther-star-chadwick-boseman-dies-without-a-will-part-2/) - On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and the marriage gives Ledward the right to any assets held
- [How to Save Big Money on Your 2020 Taxes—Part 1](https://trustcounsel.com/2020/11/how-to-save-big-money-on-your-2020-taxes-part-1/) - When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount of time and effort into strategically reducing your taxes can
- [How to Save Big Money on Your 2020 Taxes—Part 2](https://trustcounsel.com/2020/11/how-to-save-big-money-on-your-2020-taxes-part-2/) - Taxes are a thorn in just about every entrepreneur’s side. Indeed, taxes are your single biggest business expense. That said, it’s fairly easy to reduce the amount of sting taxes cause—but you do have to be proactive. And we’re not talking about doing anything illegal. We’re not suggesting you evade paying taxes; that’s a recipe
- [Taxes under the Biden Administration](https://trustcounsel.com/2020/11/taxes-under-the-biden-administration/) - After several days of counting ballots, Joe Biden has been declared the winner of the 2020 Presidential election by many major news outlets. Although we await the official certification of the election by each state, an official concession by President Trump, and the outcome of several pending lawsuits--which could take us into December or even
- [Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2](https://trustcounsel.com/2020/11/getting-divorced-dont-overlook-these-4-updates-to-your-estate-plan-part-2/) - Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late. Failing to update your plan before, during, and after
- [6 Things You Should NOT Include In Your Will](https://trustcounsel.com/2020/11/6-things-you-should-not-include-in-your-will/) - A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets distributed to your surviving loved
- [Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones](https://trustcounsel.com/2020/11/remarrying-in-midlife-avoid-accidently-disinheriting-your-loved-ones/) - Today, we’re seeing more and more people getting divorced in middle age and beyond. Indeed, the trend of couples getting divorced after age 50 has grown so common, it’s even garnered its own nickname: “gray divorce.” Today, roughly one in four divorces involve those over 50, and divorce rates for this demographic have doubled in
- [5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1](https://trustcounsel.com/2020/12/5-questions-to-ask-before-hiring-an-estate-planning-lawyer-part-1/) - Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn’t have to be that way. Instead, it can be the most empowering decision you ever make for yourself and your loved ones. The key to transforming the experience
- [5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2](https://trustcounsel.com/2020/12/5-questions-to-ask-before-hiring-an-estate-planning-lawyer-part-2/) - Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn’t have to be that way. Instead, it can be the most empowering decision you ever make for yourself and your loved ones. The key to transforming the experience
- [4 Tips For Talking About Estate Planning With Your Family Over the Holidays](https://trustcounsel.com/2020/12/4-tips-for-talking-about-estate-planning-with-your-family-over-the-holidays/) - With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of years past, but you’ll still likely be visiting with loved ones in some fashion, whether via video chat or in smaller groups. And though the holidays are always a good time to bring up estate planning, given the ongoing
- [Former Zappos CEO Tony Hsieh Dies Without A Will—Part 1](https://trustcounsel.com/2020/12/former-zappos-ceo-tony-hsieh-dies-without-a-will-part-1/) - On November 27th, nine days after being pulled unconscious from a house fire in a beachfront home in New London, Connecticut, Tony Hsieh, the former CEO of the online shoe retailer Zappos, died due to complications of smoke inhalation. Hsieh, who was single and had no children, was just 46. Although the cause of
- [Former Zappos CEO Tony Hsieh Dies Without A Will—Part 2](https://trustcounsel.com/2021/01/former-zappos-ceo-tony-hsieh-dies-without-a-will-part-2/) - Last week in part one of this series, we discussed how Hsieh became an Internet pioneer, starting two wildly successful companies, LinkExchange and Zappos, the latter of which he sold to Amazon for $1.2 billion. It was as CEO of the online shoe brand Zappos where Hsieh developed his vision for life and business: delivering
- [4 Strategies For Protecting Your Business Against Wrongful Termination Lawsuits](https://trustcounsel.com/2021/01/4-strategies-for-protecting-your-business-against-wrongful-termination-lawsuits/) - Although you might think of your team as family and believe that they would never sue you, lawsuits filed by employees are actually one of the most common causes of litigation for business owners. In fact, nearly one in every five small businesses will eventually get sued by an employee. Of all types of lawsuits
- [What You Should Know About Long-Term Care Insurance](https://trustcounsel.com/2021/01/what-you-should-know-about-long-term-care-insurance/) - With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities. However, such care is extremely expensive, especially when it’s needed for extended periods of time. Traditional healthcare insurance doesn’t cover such services, and though Medicare does pay for some long-term care, it's quite
- [King’s children battled over Bible and Nobel Prize](https://trustcounsel.com/2021/01/kings-children-battled-over-bible-and-nobel-prize/) - It’s hard to imagine that someone like Martin Luther King, Jr. would end up being the focus of almost endless court battles. After all, Dr. King was the unfaltering champion of peaceful resistance during his quest for full and equal civil rights for all Americans. He was even awarded the Nobel Peace Prize in 1964.
- [5 Tips For Keeping Kids Connected With Grandparents During the Pandemic](https://trustcounsel.com/2021/01/5-tips-for-keeping-kids-connected-with-grandparents-during-the-pandemic/) - While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particularly hard hit. Since seniors face the most health risks from COVID-19, most of them have been careful to avoid close contact with their family members, and this has left many grandparents unable to
- [Moving To A New State? Remember to Update Your Estate Plan](https://trustcounsel.com/2021/01/moving-to-a-new-state-remember-to-update-your-estate-plan/) - Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state’s laws. Each state has its own laws governing estate planning, and those laws can
- [Does Your Estate Plan Protect Your Intellectual Property?](https://trustcounsel.com/2021/01/does-your-estate-plan-protect-your-intellectual-property/) - If you own a business, you almost certainly have intellectual property. However, because your intellectual property is intangible, it can be invisible to you and those who aren’t familiar with the nature of intellectual property and its value, so it often gets overlooked, especially when it comes to estate planning. Yet, if you fail to
- [Lessons From Kobe  1-Year Later](https://trustcounsel.com/2021/02/lessons-from-kobe-1-year-later/) - It may seem like a distant memory due to more recent events, a pandemic, and a presidential election, but it has only been ONE year since NBA legend Kobe Bryant and his 13-year-old daughter, Gianna (“Gigi”), tragically passed away in a helicopter crash in Calabasas, California. As I have done in every edition of this newsletter
- [February 4th, 2021 - Subject: 🏀 Lessons From KOBE 1yr Later](https://trustcounsel.com/2021/02/february-4-2021/) - Wow! It has been an interesting couple of weeks in the news huh?! 👀 The Game Stop - Robinhood saga was quite eventful and continues to raise.... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2021/05/24-KOBE.pdf" title="Newsletter 2/4/21"]
- [New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning](https://trustcounsel.com/2021/02/new-developments-transform-the-role-life-insurance-plays-in-your-estate-and-financial-planning/) - Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the income taxes you owe on your taxable investments. However, purchasing life
- [#FreeBritney is the Pandemic Project We All Need](https://trustcounsel.com/2021/02/freebritney-is-the-pandemic-project-we-all-need/) - This week’s pandemic guilty-pleasure television takes a more serious look at the butt of our collective joke: Britney Spears, her 2007 breakdown, and the decade-plus control her father has exercised over her life and finances thanks to a conservatorship proceeding. For those who avoided tabloids in 2007, that was the year that she had custody
- [February 11th, 2021 - Subject:  🎤👧🏼 #FreeBritneySpears](https://trustcounsel.com/2021/02/february-11-2021/) - The vast majority of us – even we estate planning attorneys who spend our working lives helping people plan and prepare for death – live like... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2021/05/211-FREE-BRITNEY.pdf" title="Newsletter 2/11/21"]
- [Whether 1 Divorce or 8, the End of a Marriage Impacts End-of-Life Planning](https://trustcounsel.com/2021/02/whether-1-divorce-or-8-the-end-of-a-marriage-impacts-end-of-life-planning/) - News icon Larry King recently passed away in the midst of his eighth divorce. We will remember his many memorable interviews and nearly as many trips to the altar. He brought the famous and influential into our homes for decades, and those interviews bridge eras and generations. His famous subjects range from Frank Sinatra and
- [Meghan & Prince Harry’s Baby Brings Bundle of Legal Issues](https://trustcounsel.com/2021/02/meghan-prince-harrys-baby-brings-bundle-of-legal-issues/) - Meghan Markle and Prince Harry announced their third pregnancy this past week; they are parents to nearly two-year-old Archie, and they lost a child to miscarriage this past summer. The famously private pair stepped down from official duties in the royal family prior to the pandemic to pursue private lives, which include a $250
- [February 18th, 2021 - Subject: 	👶 Prince Harry’s Baby Brings Bundle of Legal Issues!](https://trustcounsel.com/2021/02/february-18-2021/) - Since we are all looking for “socially-distanced” ways to express love this year, I thought I’d hop up on my lawyer soapbox to remind you that... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2021/05/218-Meghan-Prince-Harry.pdf" title="Newsletter 2/18/21"]
- [Shock Jock’s Estate Plan Shocking to Widow?](https://trustcounsel.com/2021/02/shock-jocks-estate-plan-shocking-to-widow/) - Conservative radio host Rush Limbaugh passed away last week, and in addition to legacy of political divisiveness and attacks, he also leaves behind a multi-million dollar estate. He announced his advanced cancer diagnosis a year ago, giving him ample time to finalize his estate plan and ensure the ball started rolling on the enactment of
- [March 4th, 2021 - Subject: 🎙️ Rush Limbaugh's Estate Plan?](https://trustcounsel.com/2021/03/march-4-2021/) - In addition to the potential feeling of overwhelm, there is another growing problem: not having having any time to process what is happening in... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2021/05/34-Rush-Limbaugh.pdf" title="Newsletter 3/4/21"]
- [Planning is Even MORE Important if Your Family is as Toxic as the Royals!](https://trustcounsel.com/2021/03/planning-is-even-more-important-if-your-family-is-as-toxic-as-the-royals/) - Oprah’s bombshell interview with Prince Harry and Meghan Markle touched on themes that will sound familiar to any adult child estranged from their family: denied requests for compassion; being made the villain for not toeing the line; and, of course, the toxic family’s reliable standby of gaslighting. Meghan and Harry detailed their motivations behind their
- [March 25th, 2021 - Subject: Prince 👑 Harry Saved by Diana's Estate Planning](https://trustcounsel.com/2021/03/march-25-2021/) - In case you didn't know, March 21st was World Down Syndrome Day; it’s been observed by the United Nations since 2012 and it is a day for... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2021/05/325-Socks-toxic-Royal-family.pdf" title="Newsletter 3/25/21"]
- [I Care a Lot Scares a Lot... for Good Reason](https://trustcounsel.com/2021/04/i-care-a-lot-scares-a-lot-for-good-reason/) - Netflix’s new, Golden Globe-nominated movie I Care a Lot hits on most people’s worst fears regarding court-appointed fiduciaries: being wrapped up in an assembly line that takes away rights and that is impossible to escape. The movie stars Rosamund Pike and Peter Dinklage. Pike is a professional guardian in cahoots with a doctor and care
- [Celebrity Conservatorships](https://trustcounsel.com/2021/05/celebrity-conservatorships/) - The creators of ‘Framing Britney Spears’ recently revealed that they left much out of the documentary and have enough original material, plus follow-up information, to make a subsequent documentary regarding Spears’ conservatorship entanglement. With all the recent buzz about Britney and her legal situation, one cannot be blamed for thinking she is the only high-profile
- [Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family!](https://trustcounsel.com/2021/05/aretha-franklins-poor-estate-planning-continues-to-haunt-her-family/) - Nearly three years have passed since Aretha Franklin, known as the “Queen of Soul,” died from pancreatic cancer at age 76. At the time, her total fortune was estimated to be worth up to $80 million. Yet due to poor estate planning, the late singer’s children have yet to see a dime of their inheritance,
- [The Perfect Father’s Day Gift for Every Father](https://trustcounsel.com/2021/06/the-perfect-fathers-day-gift-for-every-father/) - When you are a kid, finding a suitable gift for Father’s Day can be a struggle. You want to get Dad something he’ll enjoy, but few young people can afford a new set of golf clubs or a shiny new grill, so you end up settling once again for the standard necktie and socks. And
- [Beat It, Just Beat It – The IRS Loses a Big One.](https://trustcounsel.com/2021/06/beat-it-just-beat-it-the-irs-loses-a-big-one/) - Beat It, Just Beat It – The IRS Loses a Big One. To understand just how far off the IRS can be when estimating an estate’s tax bill, one doesn’t need to look any further than recent tabloid headlines regaling the win by late singer Michael Jackson’s Estate. Last month, the heirs to the King
- [Whether 1 Divorce or 8, the End of a Marriage Impacts End-of-Life Planning](https://trustcounsel.com/2021/07/whether-1-divorce-or-8-the-end-of-a-marriage-impacts-end-of-life-planning-2/) - News icon Larry King recently passed away in the midst of his eighth divorce. We will remember his many memorable interviews and nearly as many trips to the altar. He brought the famous and influential into our homes for decades, and those interviews bridge eras and generations. His famous subjects range from Frank Sinatra
- [Looking for the Best Mother’s Day Gift Ever? Try The Kids Protection Plan](https://trustcounsel.com/2021/07/looking-for-the-best-mothers-day-gift-ever-try-the-kids-protection-plan/) - In case you missed all of the commercials for floral arrangements that have been airing recently, here’s one final reminder: Mother’s Day is this Sunday, May 9th. But before you spend your money on something that will wilt and die within a week or two, consider getting Mom a truly priceless gift—a plan for her
- [Consider This Before You Create A Will Online](https://trustcounsel.com/2021/07/consider-this-before-you-create-a-will-online/) - A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small part of an integrated plan that ensures your family stays out of court and out of conflict if and when something happens to you. Do not think you can
- [3 Vital Estate Planning Documents For High School Graduates](https://trustcounsel.com/2021/07/3-vital-estate-planning-documents-for-high-school-graduates/) - With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest. Graduating high school is a significant accomplishment. However, it comes with serious responsibilities that
- [Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 1](https://trustcounsel.com/2021/08/everything-you-need-to-know-about-including-digital-assets-in-your-estate-plan-part-1/) - Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly addressed your digital assets in your estate plan, there’s a good chance that
- [Scholastic’s Succession Plan is One for the Books: Drama, Romance, & of Course… Money!](https://trustcounsel.com/2021/08/scholastics-succession-plan-is-one-for-the-books-drama-romance-of-course-money/) - If there’s one thing we love here at Trust Counsel, it’s a good story... and we’re not the only ones! Whether it be nostalgic books like the Magic School Bus and Clifford the Big Red Dog, or newer classics like the Harry Potter series, Scholastic has been the company at the center of many of
- [Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 2](https://trustcounsel.com/2021/08/everything-you-need-to-know-about-including-digital-assets-in-your-estate-plan-part-2/) - Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly addressed your digital assets in your estate plan, there’s a good chance that
- [Don't Forget To Protect Your Furry Family: Estate Planning For Your Pets](https://trustcounsel.com/2021/08/dont-forget-to-protect-your-furry-family-estate-planning-for-your-pets/) - It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each year for exactly this reason, and a large number of these animals are ultimately euthanized. Unfortunately, the law considers pets
- [Estate Planning 101: Wills vs. Trusts](https://trustcounsel.com/2021/08/estate-planning-101-wills-vs-trusts/) - Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different. From when they take effect and the property they
- [3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan](https://trustcounsel.com/2021/09/3-ways-to-benefit-by-incorporating-charitable-giving-into-your-estate-plan/) - You are likely well aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible. But you may be surprised to learn about the numerous benefits that are available when you incorporate charitable giving into your estate plan. As with donating to charity during your lifetime, dedicating a portion
- [Bob Ross’ Estate: Happy Little Accident or a Big, Ugly Mess?](https://trustcounsel.com/2021/09/bob-ross-estate-happy-little-accident-or-a-big-ugly-mess/) - For all of us over the age of 35, Bob Ross’ name instantly conjures an image in our minds: the familiar mellow voice, the big afro, and the scenic paintings. For years, Bob Ross taught us about The Joy of Painting, as he calmly declared that there “were no mistakes in life… just happy little
- [Estate Planning Must-Haves For Single Parents](https://trustcounsel.com/2021/09/estate-planning-must-haves-for-single-parents/) - If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home - and the inevitable emergencies that fill the lives of single parents everywhere. Being a single parent is a huge responsibility, even if you do share time with
- [House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1](https://trustcounsel.com/2021/10/house-democrats-propose-sweeping-new-changes-to-tax-laws-that-stand-to-have-major-impact-on-estate-planning-part-1/) - On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and
- [With Tax Laws in Flux: What Should You Do Now?](https://trustcounsel.com/2021/10/with-tax-laws-in-flux-what-should-you-do-now/) - On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and the
- [Pablo Picasso’s Nonexistent Will Paints a Painful Picture for the Future of His Estate](https://trustcounsel.com/2021/10/pablo-picassos-nonexistent-will-paints-a-painful-picture-for-the-future-of-his-estate/) - This month marks the 140th birthday of Pablo Picasso, a legendary artist with about 45,000 works attributed to his name, not to mention his millions of dollars in cash, gold, bonds, and stocks. Years of family drama have ensued after his death. Why, you ask? Because, even with millions and millions of dollars in his estate, not even a single Will
- [Why You Need a Trust - Even if You Aren't Rich](https://trustcounsel.com/2021/10/why-you-need-a-trust-even-if-you-arent-rich/) - When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their money. Simply put, a trust
- [How Estate Planning Can Bring Blended Families Closer](https://trustcounsel.com/2021/10/how-estate-planning-can-bring-blended-families-closer/) - Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children together. If you have or are
- [2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?](https://trustcounsel.com/2021/10/2021-estate-planning-checkup-is-your-estate-plan-up-to-date/) - Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets and
- [Poor Paris: Barron Hilton Leaves Paris’ Pockets Barren in a Not so Hot Family Drama](https://trustcounsel.com/2021/12/poor-paris-barron-hilton-leaves-paris-pockets-barren-in-a-not-so-hot-family-drama/) - The early 2000s may be over, but the glossy, glittery, pink power of some of its most iconic figures is back in full swing. With velour track suits back in style and Britney free again, it seems as if we’ve gone back in time…but the transition wouldn’t be complete without one of the most iconic
- [How to Pass Down Your Family Wealth Legacy During The Holidays](https://trustcounsel.com/2021/12/how-to-pass-down-your-family-wealth-legacy-during-the-holidays/) - As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being passed on happenstance on the daily, we know that intentionally creating
- [Why Putting Your Family Home In A Trust Is A Smart Move—Part 2](https://trustcounsel.com/2021/12/why-putting-your-family-home-in-a-trust-is-a-smart-move-part-2/) - If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness
- [One of The Greatest Gifts To Your Family Is The Plan For Incapacity](https://trustcounsel.com/2021/12/one-of-the-greatest-gifts-to-your-family-is-the-plan-for-incapacity/) - When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not wrong, it also leaves out a very important piece of planning for life, and perhaps the most critical part of planning. Planning that’s focused solely
- [Preventing Family Conflict And Disputes Over Your Estate Plan](https://trustcounsel.com/2022/01/preventing-family-conflict-and-disputes-over-your-estate-plan/) - No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. No one wants to believe that their family members would ever end up fighting one another in court over inheritance issues or a loved one’s life-saving medical treatment,
- [5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1](https://trustcounsel.com/2022/01/5-ways-diy-estate-plans-can-fail-leave-your-family-at-risk-part-1/) - Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare directives. From LegalZoom® and Rocket Lawyer® to TrustandWill.com and FreeWill.com, these DIY legal documents may seem like
- [5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2](https://trustcounsel.com/2022/01/5-ways-diy-estate-plans-can-fail-leave-your-family-at-risk-part-2/) - Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare directives. From LegalZoom® and Rocket Lawyer® to TrustandWill.com and FreeWill.com, these DIY legal documents may seem like
- [Don’t Leave Your Children With The Babysitter Until You Read This](https://trustcounsel.com/2022/01/dont-leave-your-children-with-the-babysitter-until-you-read-this/) - As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If you haven’t gotten sick yourself, it’s almost certain you know someone who has, and many of us even know of one or more individuals who have died in the
- [Purchasing Life Insurance For Your Family: What You Need To Know](https://trustcounsel.com/2022/02/purchasing-life-insurance-for-your-family-what-you-need-to-know/) - Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death. Whether those dependents include your spouse, children, aging parents, business associates, or all of the above, investing in life insurance is a way to say
- [4 Reasons Why Estate Planning Is So Essential For Business Owners](https://trustcounsel.com/2022/02/4-reasons-why-estate-planning-is-so-essential-for-business-owners/) - If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity or death can seem far less urgent. But the reality is considering
- [Updating Your Estate Plan For Divorce: 5 Changes To Make](https://trustcounsel.com/2022/02/updating-your-estate-plan-for-divorce-5-changes-to-make/) - Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until it's too late. After all, dealing with yet another lawyer is probably the last thing you want to do.
- [What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®](https://trustcounsel.com/2022/02/what-to-expect-from-your-initial-meeting-with-us-your-personal-family-lawyer/) - Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with us, your Personal Family Lawyer® is different from meeting with a traditional lawyer. Here we will explain what’s involved with our process, in hopes that it will inspire you to meet with us, your
- [Probate: What It Is & How To Avoid It—Part 1](https://trustcounsel.com/2022/03/probate-what-it-is-how-to-avoid-it-part-1/) - Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your
- [Probate: What It Is & How To Avoid It—Part 2](https://trustcounsel.com/2022/03/probate-what-it-is-how-to-avoid-it-part-2/) - Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of
- [7 Last-Minute Moves To Save On Your Taxes For 2021](https://trustcounsel.com/2022/03/7-last-minute-moves-to-save-on-your-taxes-for-2021/) - Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill right up until the filing deadline, which has been pushed back to Monday April 18th due to a holiday on April 15th. Some of these
- [Does Your Family Need Umbrella Insurance?](https://trustcounsel.com/2022/04/does-your-family-need-umbrella-insurance/) - In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those with relatively few assets can find themselves in court facing a potentially devastating lawsuit. If you are sued, your traditional homeowners or auto insurance will
- [3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea](https://trustcounsel.com/2022/04/3-reasons-why-transferring-ownership-of-your-home-to-your-child-is-a-bad-idea/) - Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire consequences for everyone involved. With this in mind, before
- [How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family's Legacy](https://trustcounsel.com/2022/04/how-creating-a-life-legacy-plan-with-us-creates-and-preserves-your-familys-legacy/) - When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself. For the founder and CEO
- [Horsing Around: Why it Behooves Equine Owners to Estate Plan](https://trustcounsel.com/2022/05/horsing-around-why-it-behooves-equine-owners-to-estate-plan/) - Well, readers, as we so often see, the time has flown, and the only way to know it is by keeping an eye on the seemingly endless stream of holidays and events that mark the important dates on the calendar. One such event is the famous Kentucky Derby, which takes place this Saturday, May 7th,
- [10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1](https://trustcounsel.com/2022/05/10-common-estate-planning-mistakes-your-family-cant-afford-to-make-part-1/) - Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it altogether until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind. To complicate
- [10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2](https://trustcounsel.com/2022/05/10-common-estate-planning-mistakes-your-family-cant-afford-to-make-part-2/) - Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it altogether until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind. To complicate
- [Key Milestones For Planning Your Retirement](https://trustcounsel.com/2022/05/key-milestones-for-planning-your-retirement/) - The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to your income, family situation, and desired lifestyle, most Americans share a number of common retirement
- [Don't Let Your Kids Leave Home Without Signing These 3 Documents](https://trustcounsel.com/2022/05/dont-let-your-kids-leave-home-without-signing-these-3-documents/) - As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life goals. This can be an exciting and emotional time, and with so much going on, estate planning probably isn’t at the front of your (or their) mind right now.
- [How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud](https://trustcounsel.com/2022/06/how-to-pass-on-family-heirlooms-keepsakes-without-causing-a-family-feud/) - When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the items that have the most meaning for the loved ones we leave behind. Smaller items, like family heirlooms and keepsakes, which may not have a
- [From “Full House” to Million-Dollar Home: What Bob Saget Can Teach Us About Estate Planning](https://trustcounsel.com/2022/06/from-full-house-to-million-dollar-home-what-bob-saget-can-teach-us-about-estate-planning/) - For any late 80s and early 90s kid, “Full House” was essential viewing, and its characters were icons of the television. Perhaps this is why it struck a chord with so many when Bob Saget, known for his classic role as Danny Tanner in the beloved show, suddenly passed away in his Orlando hotel room
- [Set Yourself Up to Take a Stress-Free Vacation](https://trustcounsel.com/2022/06/set-yourself-up-to-take-a-stress-free-vacation/) - Before we dive into our top tips (and lessons learned) for setting yourself up to take a stress-free vacation, let us be clear on what vacation means. When we use the word vacation, we are not referring to a working vacation, we mean a real vacation. The kind where you turn your “out of office”
- [If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know](https://trustcounsel.com/2022/06/if-youve-been-asked-to-serve-as-trustee-heres-what-you-should-know/) - If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big honor—this means they consider you among the most honest, reliable, and responsible people they know. That said, serving as a trustee is not only a great honor, it’s
- [5 Critical Estate Planning Tasks To Complete Before Going On Vacation](https://trustcounsel.com/2022/06/5-critical-estate-planning-tasks-to-complete-before-going-on-vacation/) - Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the worst. Traveling, especially to foreign destinations, means you’ll likely be at greater risk than usual for illness, injury, and even death. No one likes
- [Bourdain: Estate Unknown](https://trustcounsel.com/2022/06/bourdain-estate-unknown/) - There’s something about a rebel who lives life on his own terms that is like a magnet: it’s sometimes hard to turn away and that’s how many were responding to celebrity Anthony Bourdain’s passing. Chef, writer, adventurer, provocateur. Bourdain certainly lived his life unabashedly, and a few weeks ago I was able to catch the
- [Estate Planning FAQs For LGBTQ+ Couples](https://trustcounsel.com/2022/06/estate-planning-faqs-for-lgbtq-couples/) - As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe v. Wade, ending the recognition of a constitutional right to abortion, many are worried that other rights, especially those enjoyed by same-gender couples, might also be under
- [What You Need to Know About Collecting Life Insurance Proceeds](https://trustcounsel.com/2022/07/what-you-need-to-know-about-collecting-life-insurance-proceeds/) - If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance
- [Are You Leaving Your Money On The Table?](https://trustcounsel.com/2022/07/are-you-leaving-your-money-on-the-table/) - More than $58 BILLION dollars of assets have been “escheated”, or" confiscated, by state governments in the US, and are just sitting in state funds, awaiting your retrieval. Even more has yet to be recognized. The State of Florida, for example, currently holds an estimated $2 billion worth of unclaimed money that can be claimed
- [5 Common Estate Planning Concerns For Your Second (Or More) Marriage](https://trustcounsel.com/2022/07/5-common-estate-planning-concerns-for-your-second-or-more-marriage/) - With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring children from prior marriages into the mix. Such unions are often referred to as a “blended” family or
- [How Estate Planning Can Reduce The High Cost Of Dying—Part 1](https://trustcounsel.com/2022/07/how-estate-planning-can-reduce-the-high-cost-of-dying-part-1/) - Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census figures, the pandemic caused the
- [How Estate Planning Can Reduce The High Cost Of Dying—Part 2](https://trustcounsel.com/2022/07/how-estate-planning-can-reduce-the-high-cost-of-dying-part-2/) - Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census figures, the pandemic caused the
- [May 7th, 2021 - Subject: 🤦 I Hate Mother's Day!](https://trustcounsel.com/2022/07/may-7th-2021-subject-🤦-i-hate-mothers-day/) - ❤️ To all the moms out there, Happy Mother’s Day!! ❤️ What gifts are you giving your mom this year? [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/May-7-2021.pdf"]
- [May 20th, 2021 - Subject: 🎙️Aretha's Family Still Hasn't Seen a Dime!](https://trustcounsel.com/2022/07/may-20th-2021-subject-🎙️arethas-family-still-hasnt-seen-a-dime/) - If you’re traveling overseas, make sure to check out the State Department’s travel checklist. Do your research, take photocopies of your passport... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/May-20th-2021-3.pdf"]
- [June 24th, 2021 - Subject: Beat It, Just Beat It! 💸 IRS Loses a Big One!](https://trustcounsel.com/2022/07/june-24th-2021-subject-beat-it-just-beat-it-💸-irs-loses-a-big-one/) - Father’s Day just passed and I hope your family had a fantastic day of fun and relaxation celebrating all the dads in your life! It’s.... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/June-24-2021.pdf"]
- [July 8th, 2021 - Subject: 🎤👱‍♀️ #FreeBritney Continues](https://trustcounsel.com/2022/07/july-8th-2021-subject-🎤👱♀️-freebritney-continues/) - 👱🏻‍♀️🎙️ While we’re not exactly dedicated followers of pop culture while celebrities are alive, it was hard to miss the sensational headlines last... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/July-8th-2021.pdf"]
- [August 5th, 2021 - Subject: Drama, Romance, & of Course...Money!](https://trustcounsel.com/2022/07/august-5th-2021-subject-drama-romance-of-course-money/) - The world around us also seems to be moving fast. In the past few weeks, we’ve heard about billionaires racing to be the first to enter the era... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/August-5th-2021.pdf"]
- [September 9th, 2021 - Subject: Bob Ross’ Estate: 🎨 Happy Little Accident or a Big, Ugly Mess?](https://trustcounsel.com/2022/07/september-9th-2021-subject-bob-ross-estate-🎨-happy-little-accident-or-a-big-ugly-mess/) - With the 20th anniversary of the World Trade Center attacks in New York City coming up this Saturday, I wanted to take a moment to remember... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/September-9th-2021.pdf"]
- [October 14th, 2021 - Subject: "Aging Ain't For Sissies"](https://trustcounsel.com/2022/07/october-14th-2021-subject-aging-aint-for-sissies/) - For me, the feeling is usually more along the lines of ambivalence about the day itself, and an opportunity for some reflection about... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/October-14th-2021.pdf"]
- [November 11th, 2021 - Subject: Princess Diana's Estate](https://trustcounsel.com/2022/07/november-11th-2021-subject-princess-dianas-estate/) - I’ve received dozens of Holiday Party invites already, and I recently attended (along with hundreds of other lawyers from all over) a.... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/November-11th-2021.pdf"]
- [May 19th, 2022 - Subject: Did You Miss Me?](https://trustcounsel.com/2022/07/may-19th-2022-subject-did-you-miss-me/) - Alright alright, I know it feels like it has been ages since I’ve written and I’m sure you’ve all probably missed me! [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/May-19th-2022.pdf"]
- [June 10th, 2022 - Subject: Bob Saget's Great Estate Plan](https://trustcounsel.com/2022/07/june-10th-2022-subject-bob-sagets-great-estate-plan/) - So it’s only the beginning of June and we’ve already had our first named storm: Tropical Storm Alex. And I must say, it was just quite annoying... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/June-10th-2022.pdf"]
- [June 23rd, 2022 - Subject: Anthony Bourdain: Estate Unknown 🍽️](https://trustcounsel.com/2022/07/june-23rd-2022-subject-anthony-bourdain-estate-unknown-🍽️/) - I hope all Dads, Step Dads, Foster Dads, and a few friends that are going to be Dad’s soon, had a Happy Father's Day! [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/June-23rd-2022.pdf"]
- [July 21st, 2022 - Subject: Find Your Missing Money! 💰](https://trustcounsel.com/2022/07/july-21st-2022-subject-find-your-missing-money-💰/) - How is your summer going so far? If my social media feed is any indication, lots of you are enjoying long overdue travel... [pdf-embedder url="https://trustcounsel.com/wp-content/uploads/2022/07/July-21st-2022-.pdf"]
- [4 Essential Strategies For Protecting Your Family's Assets](https://trustcounsel.com/2022/07/4-essential-strategies-for-protecting-your-familys-assets/) - You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But for a
- [3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part 1](https://trustcounsel.com/2022/08/3-critical-considerations-for-how-to-save-for-your-childs-or-grandchilds-college-education-part-1/) - If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here’s what we think you should consider as you decide: First, consider whether you want your offspring to have broader options than just the traditional
- [3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2](https://trustcounsel.com/2022/08/3-critical-considerations-for-how-to-save-for-your-childs-or-grandchilds-college-education-part-2/) - If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529 plans and education savings accounts, which are both popular options for saving for college
- [What Your Last Will & Testament Will (And Will Not) Do—Part 1](https://trustcounsel.com/2022/08/what-your-last-will-testament-will-and-will-not-do-part-1/) - August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study. Yet, while having a will is important—and all adults
- [What Your Last Will & Testament Will (And Will Not) Do—Part 2](https://trustcounsel.com/2022/08/what-your-last-will-testament-will-and-will-not-do-part-2/) - August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study. Yet, while having a will is important—and all adults
- [Protect Your Aging Loved Ones From Undue Influence](https://trustcounsel.com/2022/09/protect-your-aging-loved-ones-from-undue-influence/) - Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn’t even a relative. While it’s not always the case, in some situations
- [Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust](https://trustcounsel.com/2022/09/selling-real-estate-or-a-business-avoid-capital-gains-tax-with-a-charitable-remainder-trust/) - If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your hard-earned
- [How To Manage Your Digital Accounts After Your Death—Part 1](https://trustcounsel.com/2022/11/how-to-manage-your-digital-accounts-after-your-death-part-1/) - If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is
- [HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2](https://trustcounsel.com/2022/12/how-to-manage-your-digital-accounts-after-your-death-part-2/) - If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is
- [6 Important Moves to Make on Your Estate Plan If You're Getting Divorced](https://trustcounsel.com/2023/01/6-important-moves-to-make-on-your-estate-plan-if-youre-getting-divorced/) - Your estate plan will need a few updates if you're getting divorced. While you may not be thinking about dying yet, having an estate plan that reflects your new reality will help protect your assets and ensure the people in your life get what they need. You and your soon-to-be ex-spouse shared many things: a
- [4 Actions To Take If Your Business Is Facing A Lawsuit](https://trustcounsel.com/2023/05/4-actions-to-take-if-your-business-is-facing-a-lawsuit/) - If your business gets hit with a lawsuit, it can be a traumatic and costly experience. Unfortunately, in today’s highly litigious society, lawsuits are far-too common, with up to 53% of all small businesses in the U.S. sued each year, according to the Small Business Administration. One of the worst parts of being sued is
- [Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?](https://trustcounsel.com/2023/05/revocable-living-trust-or-irrevocable-trust-which-one-is-right-for-you/) - You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you haven’t, you are hearing it now. If you own any “probatable” assets in your name at the time of your incapacity or death, your family
- [Why Everyone Needs to Keep Their Estate Plan Updated](https://trustcounsel.com/2023/05/why-everyone-needs-to-keep-their-estate-plan-updated/) - As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual's current legal and financial situation should be considered to
- [5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess](https://trustcounsel.com/2023/05/5-reasons-why-shopping-for-the-cheapest-estate-plan-could-leave-your-family-with-an-unintended-mess/) - In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the lowest cost plan
- [Estate Planning Before You Travel: Why It's Critically Important](https://trustcounsel.com/2023/05/estate-planning-before-you-travel-why-its-critically-important/) - Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it may not sound like the
- [A WILL Won’t Protect your Pets!](https://trustcounsel.com/2023/05/a-will-wont-protect-your-pets/) - If you’re a pet owner, you know the special bond that exists between you and your pets. So while you’re thinking about how best to provide for your family after you die or if you become incapacitated, it makes sense for your beloved pet to be a part of the plan. You want your pet
- [Still The Richest Cat in the World](https://trustcounsel.com/2023/05/still-the-richest-cat-in-the-world/) - It has become increasingly popular for the ultra-wealthy to leave behind millions for their beloved pets to be able to maintain their upper-class lifestyles after their owners pass away. Karl Lagerfeld’s cat Choupette is now back in the news as the 2023 Met Gala dress code was “in honor of Karl” as a tribute to
- [4 Reasons Why Estate Planning Is Critical For Business Owners](https://trustcounsel.com/2023/05/4-reasons-why-estate-planning-is-critical-for-business-owners/) - If you are running a business, it’s easy to prioritize estate planning less than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity or death can seem far less urgent. But the reality is considering what
- [Why Every Business Owner Should Consider A Trust](https://trustcounsel.com/2023/05/why-every-business-owner-should-consider-a-trust/) - Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefits, when established and maintained in the right way. As a Personal Family Lawyer® with family business planning expertise focusing on serving business owners, I can help you choose the right Trust
- [Want to Grow Wealth? Warren Buffet's Unexpected Investment Advice](https://trustcounsel.com/2023/05/want-to-grow-wealth-warren-buffets-unexpected-investment-advice/) - If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and making money. At this year’s Berkshire Hathaway annual shareholder meeting,
- [3 Simple Mistakes That Can Derail Your Estate Plan](https://trustcounsel.com/2023/05/3-simple-mistakes-that-can-derail-your-estate-plan/) - If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients who ask us to review an estate
- [Navigating the Anna Nicole Smith Estate Battle: Lessons for a Drama-Free Estate Plan](https://trustcounsel.com/2023/05/navigating-the-anna-nicole-smith-estate-battle-lessons-for-a-drama-free-estate-plan/) - Last weekend, Netflix released "Anna Nicole Smith: You Don't Know Me," a captivating new documentary that pulls the model, actress, and '90s tabloid sensation back into the spotlight and, for our purposes, offers us a glimpse into her tumultuous estate battles (yes, plural with an "s") and a chance to touch on the 20+ year-long
- [Create a Stronger Blended Family Through Estate Planning](https://trustcounsel.com/2023/05/create-a-stronger-blended-family-through-estate-planning/) - Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage. If you’re part of a blended family, you’ve probably recognized
- [Legends Never Fade: Tina Turner's Estate Planning Encore](https://trustcounsel.com/2023/06/legends-never-fade-tina-turners-estate-planning-encore/) - On May 24th, 2023, we sadly lost one of the most influential figures in rock and roll history. Overtaking the charts with her raspy voice, fiery personality, and experimental music, Tina Turner died as a true legend in the industry—a pioneer of modern music and performance. Today, we will dive into the singer’s electrifying legacy
- [Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance](https://trustcounsel.com/2023/06/keep-the-government-and-lawsuit-happy-opportunists-away-from-your-childrens-inheritance/) - If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have
- [Heath Ledger: Lights Out, Legacy Unbound](https://trustcounsel.com/2023/06/heath-ledger-lights-out-legacy-unbound/) - Whether you know him from his breakthrough role in "10 Things I Hate About You," "A Knight's Tale," or his haunting and infamous performance as the one and only bat-hating gangster, the Joker, Heath Ledger, in his short, memorable life, captured the hearts of many. With his Australian charm, good looks, and dedication to the
- [Why “Just a Will” Is Never Enough](https://trustcounsel.com/2023/06/why-just-a-will-is-never-enough/) - When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen all over
- [The Maradona Estate Plan Battle: A Game of Goals, Probate Puzzles, and Legacy Lessons](https://trustcounsel.com/2023/06/the-maradona-estate-plan-battle-a-game-of-goals-probate-puzzles-and-legacy-lessons/) - A true legend of the game and Argentine hero, Diego Armando Maradona captivated the world with his mesmerizing skills on the field, leaving spectators in awe of his unparalleled talent. However, his off-pitch antics often proved just as astonishing, simultaneously fascinating and stunning the masses with his larger-than-life persona and sometimes controversial actions. Today, we
- [Essential Legal Agreements No Business Should Be Without](https://trustcounsel.com/2023/06/essential-legal-agreements-no-business-should-be-without/) - When starting a new business, putting the right legal agreements in place is crucial for protecting your assets and relationships. Yet far too many new business owners put off—or even entirely overlook—creating these vital documents. You might not even know which agreements you need.The following 4 agreements are among the most essential legal documents for
- [Have a Trust? How the Corporate Transparency Act Affects You](https://trustcounsel.com/2023/06/have-a-trust-how-the-corporate-transparency-act-affects-you/) - Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time to get in the know because it could impact you, and if you it does, you’ll need support. Starting
- [Essential Questions To Ask Before Creating Your Will Online](https://trustcounsel.com/2023/06/essential-questions-to-ask-before-creating-your-will-online/) - If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money, and even for free. With so many do-it-yourself online document services out there, you might believe you can create your will online,
- [Trust Counsel welcomes our Summer Interns!](https://trustcounsel.com/2023/06/trust-counsel-welcomes-our-summer-interns/) - Trust Counsel Welcomes our Summer undergraduate Interns: Columbus explorers set sails on Their law journey as Trust Counsel’s Summer Interns and learn to prepare for “Life Away from Home” as adults. These last couple of weeks, we have had the absolute pleasure of adding two recent Christopher Columbus High School alumni to our team of
- [Will Your Estate Plan Work When Your Family Needs It?](https://trustcounsel.com/2023/06/will-your-estate-plan-work-when-your-family-needs-it/) - Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll put those documents into a drawer, mentally check estate
- [Small Businesses Will Need to Report Under New Corporate Transparency Act](https://trustcounsel.com/2023/06/small-businesses-will-need-to-report-under-new-corporate-transparency-act/) - If you’re a small business owner, you’ve probably been enjoying the privacy and simplicity that owning a small company affords you. (I mean, who will really notice if you take a half-day on Friday or forget to have an annual shareholders' meeting?) Aside from the flexible vacation you get as the owner, holding your business
- [Why Every Adult Needs A Living Will](https://trustcounsel.com/2023/06/why-every-adult-needs-a-living-will/) - When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and wonder what that is, and
- [Creditors And Your Estate Plan](https://trustcounsel.com/2023/06/creditors-and-your-estate-plan/) - What Happens To Your Debt When You Die? In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for your debt. Alternatively, if you structure your affairs properly, your debt could die right along with you. According to the Federal Trade Commission, an individual’s debt does
- [Shielding Your Personal Assets: How to Create an LLC](https://trustcounsel.com/2023/06/shielding-your-personal-assets-how-to-create-an-llc/) - If you’re a business owner and have been operating your business as a Sole Proprietor, you’re leaving the personal assets of your family at risk. From a creative side hustle to a tech startup, owning a business always comes with some level of financial investment and risk, whether you’re purchasing supplies, leasing office space, or
- [5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess](https://trustcounsel.com/2023/06/5-reasons-why-shopping-for-the-cheapest-estate-plan-could-leave-your-family-with-an-unintended-mess-2/) - In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the lowest cost plan
- [The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1](https://trustcounsel.com/2023/06/the-importance-of-customized-estate-planning-for-lgbtq-relationships-part-1/) - June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal rights. While significant strides have been made, such as the legalization of same-gender marriage and increased recognition of LGBTQ+ families, there is still a large gap in estate
- [The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 2](https://trustcounsel.com/2023/06/the-importance-of-customized-estate-planning-for-lgbtq-relationships-part-2/) - Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero, cisgender couples in mind, which means that your wishes and your rights may not be
- [5 Types of Insurance No Business Owner Should Go Without - Part 1](https://trustcounsel.com/2023/06/5-types-of-insurance-no-business-owner-should-go-without-part-1/) - As a business owner, you pour your heart and soul into building your dream, making strategic decisions, and managing day-to-day operations. With an eye on your business’s future growth, it's crucial not to overlook the importance of protecting your business from unexpected setbacks. Even if you think your business is too small to worry about
- [Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead](https://trustcounsel.com/2023/06/leaving-your-pet-in-your-will-wont-protect-them-do-this-instead/) - If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t just a pet - they’re a loved and important part of our families. So if you’re thinking about how best to provide for your family after you die or
- [Unveiling the Epic Estate Odyssey of the King of Pop: Thrills, Feuds, and Moonwalking Through Michael Jackson's Legacy](https://trustcounsel.com/2023/06/unveiling-the-epic-estate-odyssey-of-the-king-of-pop-thrills-feuds-and-moonwalking-through-michael-jacksons-legacy/) - Let's Get Ready to Moonwalk Through the Interestingly Complicated and Equally Electrifying Estate Planning Case of the One and Only King of Pop, Michael Jackson From IRS battles to abuse allegations, this courtroom concert played a tune of intricacy and controversy across the Jackson family tree. Grab your microphones and prepare for a thriller as
- [Passing the Torch: How to Inspire Your Kids to Take Over the Family Business](https://trustcounsel.com/2023/06/passing-the-torch-how-to-inspire-your-kids-to-take-over-the-family-business/) - The dream of passing on your business to your children and witnessing the legacy you've built continue to flourish is a powerful one. However, inspiring your children to embrace the idea of taking over the family business can present its challenges, and your children may even exhibit resistance to the notion altogether. Fret not. While
- [Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway](https://trustcounsel.com/2023/06/vacation-ready-essential-legal-preparations-for-a-worry-free-getaway/) - Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order so you can fully relax during your travels. Can’t imagine doing one more thing before you take some much-needed time away?
- [Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview](https://trustcounsel.com/2023/06/capturing-the-stories-of-aging-loved-ones-the-power-of-a-family-wealth-legacy-interview/) - 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 ones aging or seeing how you’ve aged yourself
- [Embrace the Future: 5 Ways to Use AI for Your Small Business - Part 1](https://trustcounsel.com/2023/06/embrace-the-future-5-ways-to-use-ai-for-your-small-business-part-1/) - 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 online AI tools to
- [Stephen “tWitch” Boss Dies Without a Will](https://trustcounsel.com/2023/06/stephen-twitch-boss-dies-without-a-will/) - 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 also co-hosted the TV show Disney’s Fairy Tale Weddings alongside
- [The Small Business Partner You Didn't Know You Wanted: Comprehensive Legal Support that Won’t Break the Bank](https://trustcounsel.com/2023/06/the-small-business-partner-you-didnt-know-you-wanted-comprehensive-legal-support-that-wont-break-the-bank/) - As a small business owner, you may feel as if you’re facing the world alone at times. Unlike a large company would, I’m willing to bet you don't have a team of lawyers or an in-house general counsel to support you as you navigate the complexities of running a business. But just because you don't
- [Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless](https://trustcounsel.com/2023/06/estate-planning-pitfalls-3-mistakes-that-could-make-your-estate-plan-worthless/) - 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 thing you might not know, and is
- [Master the Art of Hiring: Interview Techniques to Find Team Members That Last - Part 1](https://trustcounsel.com/2023/06/master-the-art-of-hiring-interview-techniques-to-find-team-members-that-last-part-1/) - If you’re looking to expand your business or free up your time (or both), the best thing you can do is hire support. When hiring, you need team members you can count on to run your business when you aren’t there - an essential component of being a successful entrepreneur and avoiding burnout. But going
- [Celebrating Independence Day with a Presidential Twist: George Washington's Estate Planning Journey](https://trustcounsel.com/2023/06/celebrating-independence-day-with-a-presidential-twist-george-washingtons-estate-planning-journey/) - 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 Washington, in a uniquely entertaining way—by diving headfirst into the
- [Leading Your Business with Heart](https://trustcounsel.com/2023/06/leading-your-business-with-heart/) - You’ve likely read dozens of articles on how to manage your business, what payroll service to use, and how to take advantage of tax deductions. While these are all important components of keeping your business running efficiently and profitably, I want to take this week’s blog to focus on something equally, if not more, important
- [Before You Agree to Be a Trustee, Read This!](https://trustcounsel.com/2023/07/before-you-agree-to-be-a-trustee-read-this/) - 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 and legally required to execute those
- [Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits](https://trustcounsel.com/2023/07/your-rights-as-the-parent-of-a-young-adult-what-you-need-to-know-when-a-medical-crisis-hits-2/) - As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the trick. But what happens when those “children” turn 18, now adults in the eyes of the law,
- [Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance](https://trustcounsel.com/2023/07/keep-the-government-and-lawsuit-happy-opportunists-away-from-your-childrens-inheritance-2/) - If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have
- [Jimi Hendrix's Unforgettable Riffs and the Chords of Estate Planning: Preserving a Rock Legend's Legacy](https://trustcounsel.com/2023/07/jimi-hendrixs-unforgettable-riffs-and-the-chords-of-estate-planning-preserving-a-rock-legends-legacy/) - Unleashing the Guitar Legend: Jimi Hendrix's Impact on Music Known for his incomparable guitaring prowess, and electrifying performances, this rockstars notes reverberated seismically sending shockwaves of inspiration and innovation throughout the world of music. Jimi Hendrix, the enigmatic guitar maestro re-defined the very essence of rock and roll throughout his short-lived career. Born on November
- [Master the Art of Hiring: Interview Techniques to Find Team Members That Last - Part 2](https://trustcounsel.com/2023/07/master-the-art-of-hiring-interview-techniques-to-find-team-members-that-last-part-2/) - Finding the right people to support your business is a difficult task. Applicants who seem like a perfect fit on paper may perform poorly once they’re in the role, and even more frustrating are team members who excel in the position but suddenly decide to leave your company after just a short time. If this
- [Awakened Planning: How to Talk About Estate Planning at Your Family Reunion](https://trustcounsel.com/2023/07/awakened-planning-how-to-talk-about-estate-planning-at-your-family-reunion/) - 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 talk to your loved ones about your shared goals, family resources
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- [The legacy of a Princess: Carrie Fisher’s Estate Plan Unveiled](https://trustcounsel.com/2023/07/the-legacy-of-a-princess-carrie-fishers-estate-plan-unveiled/) - 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 Reynolds. As news broke of their unfortunate deaths
- [What the Debt Ceiling Extension Means for Small Business Owners](https://trustcounsel.com/2023/07/what-the-debt-ceiling-extension-means-for-small-business-owners/) - You may have heard the term "national debt ceiling" in years past, and if you’ve turned on the news at all in the past few months, you’ve definitely heard it. Although the national debt ceiling extension may feel like something far removed from the day-to-day operations of your business, it can significantly impact your daily
- [What the National Debt Ceiling Extension Means for Your Family](https://trustcounsel.com/2023/07/what-the-national-debt-ceiling-extension-means-for-your-family/) - You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a family. While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on your family's financial well-being and future planning. So
- [Should I Operate as a Sole Proprietor or a Corporation?](https://trustcounsel.com/2023/07/should-i-operate-as-a-sole-proprietor-or-a-corporation/) - As a small business owner, there were a lot of decisions you considered when you started your business, from what services to offer and where your business would be located, to what color your logo should be and what font you’ll use. You also had to choose what kind of entity your business would be,
- [10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1](https://trustcounsel.com/2023/07/10-life-events-that-signal-its-time-to-review-your-estate-plan-part-1/) - 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 lawyer, they draft documents, you bring
- [Beyond the Dream House: Barbie's Journey of Reflection and Estate Planning](https://trustcounsel.com/2023/07/beyond-the-dream-house-barbies-journey-of-reflection-and-estate-planning/) - 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. Showcasing some rather unique storytelling, hilariously ironic self-awareness and the ability
- [Building Client Connection and Trust Through Your Legal Agreements](https://trustcounsel.com/2023/07/building-client-connection-and-trust-through-your-legal-agreements/) - Cash flow is king when it comes to business, and maintaining strong cash flow requires consistent sales. That may sound obvious, but what’s likely unclear to you is how your legal agreements can greatly impact your sales. You may be losing sales because of how you handle your contracts without even realizing it. In this
- [10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2](https://trustcounsel.com/2023/07/10-life-events-that-signal-its-time-to-review-your-estate-plan-part-2/) - 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 sure any big
- [The Basics On NFTs: The Newest Cryptoverse Craze](https://trustcounsel.com/2023/08/the-basics-on-nfts-the-newest-cryptoverse-craze/) - NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as we like to call it the “Cryptoverse.” And if you haven’t heard about NFTs yet, now is a great time to learn because they are likely to be a big part of our collective future. So what is an NFT? In
- [With Tax Laws in Flux: What Should You Do Now?](https://trustcounsel.com/2023/08/with-tax-laws-in-flux-what-should-you-do-now-2/) - On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and the
- [Atomic Brilliance and Imperfect Legacy: Exploring Robert Oppenheimer's Estate Plan](https://trustcounsel.com/2023/08/atomic-brilliance-and-imperfect-legacy-exploring-robert-oppenheimers-estate-plan/) - 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 Manhattan Project and the creation of the first atomic bomb, the movie delves deep
- [Is Your Business Making Any of These Simple Employment Mistakes?](https://trustcounsel.com/2023/08/is-your-business-making-any-of-these-simple-employment-mistakes/) - As a small business owner, it's essential to consider potential legal pitfalls that come with managing a workforce. While payroll and workplace policies may seem like less consequential aspects of your business, team member complaints, and workplace violations are one of the top areas where small business owners find themselves in hot water. Taking a
- [Don’t Send Your Kids Back to School Without These Documents](https://trustcounsel.com/2023/08/dont-send-your-kids-back-to-school-without-these-documents/) - As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are the individuals you entrust with the care of your children if, for any reason, you are unable to do so yourself. In the hustle
- [3 Estate Planning Issues For LGBTQ+ Couples—Part 1](https://trustcounsel.com/2023/08/3-estate-planning-issues-for-lgbtq-couples-part-1/) - Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it's about planning for life. It's the way to ensure your beloved will be protected and provided for in the event of your death or incapacity. Especially if you are a member of the LGBTQ+ community, estate
- [Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1](https://trustcounsel.com/2023/08/legendary-rapper-dmx-dies-with-no-will-millions-in-debt-and-15-children-part-1/) - Legendary hip hop artist DMX—born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at his home in White Plains, New York. The heart attack was reportedly triggered by a cocaine overdose on April 2, which left the rapper hospitalized in a coma. After a week
- [Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1](https://trustcounsel.com/2023/08/britney-spears-nightmare-conservatorship-underscores-the-vital-importance-of-incapacity-planning-part-1/) - Since the age of 16, when she burst onto the charts with her debut single, “...Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame and fortune, Britney, who is now 39, has never truly had full control over her
- [Managing Child Care While Dealing With Debilitating Illness: Tips For Parents—Part 2](https://trustcounsel.com/2023/08/managing-child-care-while-dealing-with-debilitating-illness-tips-for-parents-part-2/) - Even though there are now vaccines for the pandemic and the number of new cases is on the decline, becoming infected is still a very real possibility. And for parents who suffer from any debilitating illness, it can be a colossal challenge to navigate your typical parenting responsibilities, while trying to recover. This is especially
- [Managing Child Care While Dealing With COVID-19: Tips For Single Parents - Part 1](https://trustcounsel.com/2023/08/managing-child-care-while-dealing-with-covid-19-tips-for-single-parents-part-1/) - Even though there are now vaccines for COVID-19 and the number of new cases is on the decline, becoming infected with the virus is still a very real possibility. And for parents who become infected, it can be a colossal challenge to navigate your typical parenting responsibilities, while trying to recover from the illness. This
- [Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 2](https://trustcounsel.com/2023/08/britney-spears-nightmare-conservatorship-underscores-the-vital-importance-of-incapacity-planning-part-2/) - Since the age of 16, when she burst onto the charts with her debut single, “...Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame and fortune, Britney, who is now 39, has never truly had full control over her
- [What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2](https://trustcounsel.com/2023/08/what-the-netflix-series-tiger-king-can-teach-you-about-estate-planning-part-2-2/) - Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have
- [Robin Williams' Widow Sues Estate; Wants Clarity on What is "Memorabilia"](https://trustcounsel.com/2015/02/robin-williams-widow-sues-estate-wants-clarity-on-what-is-memorabilia/) - Nearly six months after the death of Robin Williams, his widow Susan Schneider Williams and his children have become engaged in a contentious legal dispute over his estate valued at around $50 million. Court documents filed in December and January outline a bitter disagreement over money and property between the widow Susan, who was
- [Why You Should Get Your Kids an Estate Plan](https://trustcounsel.com/2013/08/why-you-should-get-your-kids-an-estate-plan/) - We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you are probably not thinking about one for them either, but you should be. Here’s why: once your child turns 18, you are no longer entitled to know about their medical records or make decisions about their
- [7 Good Reasons You Need An Estate Plan—Even If You Only Have $500 in the Bank](https://trustcounsel.com/2013/08/7-good-reasons-you-need-an-estate-plan-even-if-you-only-have-500-in-the-bank/) - Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals and safeguarding your health care. Money and taxes aside, here are 7 good reasons you need an estate plan: Your Health
- [The 10 Keys to Planning and Living Your Best Retirement](https://trustcounsel.com/2013/09/the-10-keys-to-planning-and-living-your-best-retirement/) - Three-day weekends like the Labor Day just passed give us all the tiniest snippet of a glimpse into what retirement might be like...i.e., extra time to do what we want. But to have a fulfilling and enriching retirement, you need to do more than just wait to stumble upon your retirement. You need to plan!
- [Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples](https://trustcounsel.com/2013/09/windsor-ruling-expands-estate-planning-prospects-for-married-same-sex-couples/) - In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Marriage Act (DOMA). The Windsor ruling has led to a number of recent federal rule changes from the IRS, Social Security Administration and other agencies that provide new estate planning opportunities for legally married same-sex couples. Earlier this
- [How to Get Your Boomerang Kid Off Your Couch & Ensure He Becomes an Adult You Are Proud to Say You Raised](https://trustcounsel.com/2013/09/how-to-get-your-boomerang-kid-off-your-couch-ensure-he-becomes-an-adult-you-are-proud-to-say-you-raised/) - A recent Economist article says a “perfect storm” of the poor economy of the past few years, resulting in fewer job prospects for college grads and other young adults has more kids than ever living at home well into adulthood. I believe it has a lot more to do with the fact that college simply
- [How Much Do You Charge for a Will?](https://trustcounsel.com/2013/09/how-much-do-you-charge-for-a-will/) - If you came to this page to find out what I’ll charge you for a Will or you are considering calling me (or any other attorney) to ask, “How much do you charge for a will?” stop. It’s not the right question. The question you need an answer to first is “What do I really
- [Consider Your Estate Plan Before You Travel](https://trustcounsel.com/2013/10/consider-your-estate-plan-before-you-travel/) - We are fast approaching the holidays, when travel is the busiest and careful planning is necessary to nab the best airfare or book that New Year’s beach cottage before it slips away. One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with
- [How to Care for Children With Special Needs Through Estate Planning](https://trustcounsel.com/2013/10/how-to-care-for-children-with-special-needs-through-estate-planning/) - For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent of minor children have some sort of disability, and the burden
- [Tips & Rules for Estate Executors and Administrators](https://trustcounsel.com/2013/10/tips-rules-for-estate-executors-and-administrators/) - If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails. Most parents name a child as an executor, but seldom do children then do the necessary research to see what estate administration is all about – and when
- [Why Estate Planning is for Life, Not Death](https://trustcounsel.com/2013/10/why-estate-planning-is-for-life-not-death/) - We know that no one likes to think about death, especially their own. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done with a Personal Family Lawyer, creating an estate plan makes your life better. Here are some of the things that
- [So You’ve Been Named the Trustee of a Trust...Now What?](https://trustcounsel.com/2013/11/so-youve-been-named-the-trustee-of-a-trust-now-what/) - Many of you who have been asked by a family member of close friend to serve as the trustee of a trust are honored that the trust owner feels confident in relying on their good judgment to undertake this important responsibility. And it’s very likely you have no idea what you have just said yes
- [New Help for Financial Caregivers](https://trustcounsel.com/2013/11/new-help-for-financial-caregivers/) - If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary. Basically, a fiduciary is legally bound to: Act in the person’s best interest. You are not allowed to use their money
- [How to Create a Plan to Ensure Your Pet's Care](https://trustcounsel.com/2013/11/how-to-create-a-plan-to-ensure-your-pets-care/) - Most of us who have a pet consider them to be a part of the family; unfortunately, the plans we may have so carefully put together to protect our loved ones do not take our pets into consideration. According to the ASPCA, only about 17% of dog and cat owners have taken the necessary legal
- [10 Tips for Charitable Giving This Holiday Season](https://trustcounsel.com/2013/11/10-tips-for-charitable-giving-this-holiday-season/) - According to a recent Forbes article, Americans donated more than $316 billion to charity last year–and most of that came from individuals. Holidays are a traditional time of giving, and not just because we like to get in those year-end tax deductions! Forbes provided 10 tips for getting the most out of your charitable giving
- [7 Reasons to Consider a Trust for Your Family](https://trustcounsel.com/2013/11/7-reasons-to-consider-a-trust-for-your-family/) - Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them: Control distribution of assets. You wouldn’t
- [10 Estate Planning Questions to Ask Before Year-End](https://trustcounsel.com/2013/12/10-estate-planning-questions-to-ask-before-year-end/) - If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Estate Planning Lawyer®: Should your estate plan
- [6 Tax Questions to Ask Before Year-End](https://trustcounsel.com/2013/12/6-tax-questions-to-ask-before-year-end/) - Everyone’s “to-do” lists seem to grow longer at this time of year, but yours is incomplete until you ask your Estate Planning Lawyer to support you to get these six tax questions answered before the end of the year: Should I defer or accelerate income? If it looks like you’ll be in a higher tax
- [How to Pass Along Family Heirlooms Peacefully](https://trustcounsel.com/2013/12/how-to-pass-along-family-heirlooms-peacefully/) - A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. Citing a 2012 survey by Allianz Life Insurance that found 86% of boomers and 74% of Americans aged 72+ said keeping family
- [Think About Your Beneficiary Designations Over the Holidays](https://trustcounsel.com/2013/12/think-about-your-beneficiary-designations-over-the-holidays/) - When you look around your holiday table this year, you will probably not be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies. But perhaps you should. Having the wrong beneficiary designated on these and other things like bank accounts, annuities and 529 college savings plans is probably one of the
- [How to Use Estate Planning to Leave a Legacy](https://trustcounsel.com/2014/01/how-to-use-estate-planning-to-leave-a-legacy-2/) - Your estate is made up of everything you own, which includes your personal possessions as well as your home, a car, bank accounts, insurance, furniture and more. But your wealth is much more than just your financial assets. It includes your purposes, passions, family values, memories and stories that make up your personal legacy. The
- [How to Preserve a Family Vacation Home With a Trust](https://trustcounsel.com/2014/01/how-to-preserve-a-family-vacation-home-with-a-trust-2/) - If you are fortunate enough to have a family vacation home, you know the emotional value it holds for every member of your family. Many cherished family memories are rooted in a special place, which makes it important for current and future generations to preserve it properly. A recent Wall Street Journal article explored the
- [4 Steps You Should Take to Protect Your Money](https://trustcounsel.com/2014/01/4-steps-you-should-take-to-protect-your-money-2/) - Asset protection is not something most people think too deeply about. Most of us are busy trying to accumulate assets to give considered thought to consider the importance of protecting what we have. A recent article on The Motley Fool investment website notes that there are a number of things that can harm an investor
- [The Perfect Solution for Choosing Your Child's Guardian](https://trustcounsel.com/2014/01/the-perfect-solution-for-choosing-your-childs-guardian-2/) - If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect solution to present itself. Or perhaps you and your spouse/partner cannot agree on who would be the ideal guardian for your kids. Here is your
- [A Prolonged Death Provides Lessons for the Living](https://trustcounsel.com/2014/01/a-prolonged-death-provides-lessons-for-the-living-2/) - Everyone agreed on one thing: Marlise Munoz was dead. The 33-year-old Texas wife, mother and paramedic got up in the night on Nov. 26, 2013, to tend to her toddler son and suffered a pulmonary embolism. Her husband Erick, also a paramedic, was able to briefly get her breathing again and she was transported to
- [5 Fast & Furious Estate Planning Lessons from Paul Walker's Estate](https://trustcounsel.com/2014/02/5-fast-furious-estate-planning-lessons-from-paul-walkers-estate/) - Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high-speed car accident in Los Angeles last November at the age of 40. His estate was opened at the end of January in the Superior Court of California, County of Santa Barbara probate court, revealing that he left assets of
- [How to Protect Life Insurance Proceeds from Taxation](https://trustcounsel.com/2014/02/how-to-protect-life-insurance-proceeds-from-taxation/) - If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you are married and have named your spouse as the beneficiary of your life insurance policy,
- [Receiving an Inheritance One Day? Here's What to Do Now.](https://trustcounsel.com/2014/02/receiving-an-inheritance-one-day-heres-what-to-do-now/) - Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. A recent New York Times article explored the complicated issues that these inheritances can bring, including transferring the emotional attachment you had to your parents to what they have left
- [Does Anyone Still Spank Their Children?](https://trustcounsel.com/2014/02/does-anyone-still-spank-their-children/) - Pediatrician Dr. Bill Sears is the author of more than 30 books on childcare, has appeared on dozens of national talk shows, provides medical and parenting guidance for Parenting and BabyTalk magazines, received his pediatric training at Harvard Medical School’s Children’s Hospital, is an associate clinical professor of pediatrics at University of California, Irvine School
- [How Living Wills Became a Way of Life in One American Town](https://trustcounsel.com/2014/03/how-living-wills-became-a-way-of-life-in-one-american-town/) - With just over 50,000 residents, La Crosse is a lot like other small American towns – but there is one thing that makes La Crosse stand out: 96% of La Crosse residents who have died have had an advance medical directive in place. Nationally, the percentage of Americans with an advance directive stands at about
- [Philip Seymour Hoffman's Will is a Cautionary Tale](https://trustcounsel.com/2014/03/hoffmans-will-highlights-many-estate-planning-pitfalls/) - Oscar-winning actor, Philip Seymour Hoffman, died in February from a drug overdose. Recently, his long-time girlfriend and mother of his three children, Marianne O’Donnell, filed to open Philip Seymour Hoffman’s estate and to probate his will. While there are many lessons that can be drawn from his will, there are four main estate planning pitfalls that
- [What's Changed In Your Life?](https://trustcounsel.com/2014/03/whats-changed-in-your-life/) - Estate planning is not a “set it and forget it” kind of thing. Your life changes, your assets change, the laws change -- and if your plan doesn’t change, your family gets caught holding the bag. The people you love most end up bearing the brunt of your failure to act. Conducting a proper review
- [Give While You Live to Avoid a Family Feud](https://trustcounsel.com/2014/03/give-while-you-live-to-avoid-a-family-feud-2/) - A recent article in the New York Post about brothers battling over a painting from their uncle’s estate serves as a reminder of the importance of designating a destination for your personal property, either through a will or by gifting while you are still alive. The brotherly brouhaha came about after noted Manhattan interior designer
- [Law and Disorder: The Jerry Orbach Estate Battle](https://trustcounsel.com/2014/04/law-and-disorder-the-jerry-orbach-estate-battle/) - Jerry Orbach, who starred as Detective Lennie Briscoe in the popular “Law and Order” television series, died a decade ago, but a battle is brewing over his Chase bank account, according to a recent story in the New York Post. The Chase bank account in dispute belongs to Orbach’s Mingoya Productions company, and is currently
- [Why DIY Estate Planning is a Bad Idea for the People You Love](https://trustcounsel.com/2014/04/why-diy-estate-planning-is-a-bad-idea-for-the-people-you-love/) - America is a nation of do-it-yourselfers, but building a deck and creating a legally valid estate plan are two entirely different things – and a less-than-perfect deck won’t devastate your family’s financial future or the relationships among the people you care about most. The prevalence of online legal services has led many people to believe
- [Vacations Are the Perfect Time for Families to Talk About Estate Planning](https://trustcounsel.com/2014/04/vacations-are-the-perfect-time-for-families-to-talk-about-estate-planning/) - If you are like most Americans, you will probably be spending at least some of your vacation time this summer with older family members. While there are few perfect times to talk with parents about their estate plan, the relaxed times you spend together on vacation can be one of them. Here are some tips
- [The Wealth Creation Trust: A Gift That Keeps On Giving](https://trustcounsel.com/2014/04/the-wealth-creation-trust-a-gift-that-keeps-on-giving/) - The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store. Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of
- [Buying a Business: Common Dangers](https://trustcounsel.com/2014/05/buying-a-business-common-dangers/) - Recently, a woman came into my office concerned and confused because she was served with a Complaint regarding the assets of a business she had purchased over a year ago. The Plaintiff was claiming that she had conspired with what appeared to be at the time the sole managing member of the business to defraud him. He
- [7 Steps to Creating An Estate Plan That Keeps Your Family Out Of Court](https://trustcounsel.com/2014/05/7-steps-to-creating-an-estate-plan-that-keeps-your-family-out-of-court/) - Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated than what your family will deal with after you are gone, if you don’t: Create
- [The Cost of a Do-It-Yourself Will](https://trustcounsel.com/2014/05/the-cost-of-a-do-it-yourself-will/) - I have written before about the risks of do-it-yourself estate planning and explained how people who use these methods end up with a false sense of security. They create documents that they believe will address their needs but wind up being ineffective and much more costly for their family. A recent case right here in Florida illustrates the potential
- [Avoid the Piercing of the Corporate Veil – How to Protect Your Personal Assets](https://trustcounsel.com/2014/05/avoid-the-piercing-of-the-corporate-veil-how-to-protect-your-personal-assets/) - I was about to write “…one of the primary advantages of incorporating your business is that business owners are not held personally liable for the debts or liabilities of the entity” when I stopped myself. Let’s be real; the whole freaking purpose of setting up a corporation is to establish the corporation as a SEPARATE
- [Unconditional Love Does Not Have to Mean Unconditional Inheritance](https://trustcounsel.com/2014/05/unconditional-love-does-not-have-to-mean-unconditional-inheritance/) - Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them. But that unconditional love doesn’t necessarily mean that unconditional trust exists when it comes to leaving children with a hefty inheritance. A recent Forbes article looked at smart ways that parents can pass the love
- [Go to Walmart for Bananas, Not Estate Planning!](https://trustcounsel.com/2014/05/go-to-walmart-for-bananas-not-estate-planning/) - Did you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years. So the next time you need a great price on your favorite yellow fruit, go ahead and head for Walmart. But steer clear of the world’s largest retailer when you need a will or other estate
- [Your Memorial Should Be More Than Just Money](https://trustcounsel.com/2014/05/your-memorial-should-be-more-than-just-money/) - One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so many stories of family members who keep voicemails and answering machine messages for years after
- [How to Protect Your Legacy With a Business Succession Plan](https://trustcounsel.com/2014/05/how-to-protect-your-legacy-with-a-business-succession-plan/) - Our state is rich with families who have started businesses here and watched them thrive through the generations. However, there are also many examples of family businesses that have failed to weather the changes in generational management and ceased to exist. In many cases, this could have been avoided through careful business succession planning. A
- [How to Balance Family Memories With Future Plans for a Vacation Home](https://trustcounsel.com/2014/05/how-to-balance-family-memories-with-future-plans-for-a-vacation-home/) - Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s a fishing camp on a lazy river or an oceanfront estate – the time has come to make more good memories and celebrate family traditions at that special place. A recent Forbes.com article provides some tips
- [Greatest Wealth Transfer in History Underway – What’s Your Plan?](https://trustcounsel.com/2014/06/greatest-wealth-transfer-in-history-underway-whats-your-plan/) - A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth – $36 trillion – is being passed directly to heirs and
- [How Real Men Celebrate Father's Day](https://trustcounsel.com/2014/06/how-real-men-celebrate-fathers-day/) - Do you know what it takes to be a real man? Although the expectations of both men and women have evolved over the last few decades, there are still some fundamental characteristics that most people would agree constitute what it means to be a “real man.” At the top of that list would be protecting
- [Will the Inheritance You Leave Be a Blessing or an Albatross?](https://trustcounsel.com/2014/06/will-the-inheritance-you-leave-be-a-blessing-or-an-albatross/) - Rock musician Sting recently announced that his children will not inherit his estimated $300 million fortune, saying that these riches are “albatrosses around their necks.”*** The product of a British working class background, Sting is currently one of England’s wealthiest musicians, but says that he will not be passing that fortune on to his six
- [What Rights Do Step-Children Have to Their Deceased Parent's Assets?](https://trustcounsel.com/2014/07/what-rights-do-step-children-have-to-their-deceased-parents-assets/) - Family feuds over inheritance are as old as the Bible (Jacob tricked his twin brother Esau out of his birthright and their father's blessing), and they can multiply in blended families. There are ex-wives and ex-husbands, children and stepchildren, parents and stepparents. More than half of all first marriages end in divorce and about 75%
- [The Clintons Use Trusts to Limit Estate Taxes](https://trustcounsel.com/2014/07/the-clintons-use-trusts-to-limit-estate-taxes/) - Now you guys know (because you read by Newsletters and Blog, right?) that all of us Estate Planning Attorneys are tax nerds at heart so it should be no surprise that I would comment on this story. Estate Planning and tax saving techniques really do go hand in hand with each other... Last week, Bloomberg News reported that
- [A Plan for Protecting Your Most Valuable Asset:  Your Children](https://trustcounsel.com/2014/07/a-plan-for-protecting-your-most-valuable-asset-your-children/) - If you have young children, chances are that your summer activities include some careful planning to keep them safe from harm. Unfortunately, even with proper precautions in place, accidents do happen and not just to children. Have you planned for what will happen to your children if you are the one involved in a tragic
- [Ask These 5 Questions Before Gifting Assets](https://trustcounsel.com/2014/07/ask-these-5-questions-before-gifting-assets/) - Gifting assets can be a useful estate planning tool if you need to reduce your estate tax bill or for long-term care planning purposes. However, you need to be sure that your gift does not cause any unforeseen problems for you or the person receiving your gift. Here are five questions you should ask yourself
- [Before You Take Off for Summer Vacation, Take On These 5 To-Dos](https://trustcounsel.com/2014/07/before-you-take-off-for-summer-vacation-take-on-these-5-to-dos/) - It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. After all, a vacation is a trip you want to go on, while the eternal “trip” is not. However, wouldn’t you travel with more peace of mind if you knew you had taken the necessary steps to
- [Legal Steps to Take When Facing a Dementia Diagnosis](https://trustcounsel.com/2014/07/legal-steps-to-take-when-facing-a-dementia-diagnosis/) - Maria Shriver knows the devastation of Alzheimer’s disease firsthand. Her beloved father Sargent Shriver, founder of the Peace Corps and one-time candidate for Vice President of the United States, died of the disease in 2011 after being diagnosed in 2003. Often called “the long goodbye,” Alzheimer’s disease affects more than five million Americans and its
- [Inherited IRA Distributions Made Simple…or At Least I Thought So...](https://trustcounsel.com/2014/07/inherited-ira-distributions-made-simple-or-at-least-i-thought-so/) - Whether you’re inheriting an IRA or aiming to protect your own heirs, you’ve got to learn to dance the IRS jig. Under normal circumstances, barring qualification for an exemption, a distribution from a regular IRA prior to age 59.5 will result in the distribution being taxed to the owner as current income and being subject
- [Supreme Court Rules That Inherited IRAs Are Not Protected](https://trustcounsel.com/2014/07/inherited-iras-not-protected/) - It is not often that the Supreme Court provides a clear rule on any aspect of Estate or Financial planning (or even graces our niche with a passing reference), so these occasions call for special attention!! On June 12, 2014, the Supreme Court’s unanimous decision in Clark v. Rameker clarified that an inherited IRA
- [How Steve Jobs Planned (And Protected) His Estate](https://trustcounsel.com/2014/07/how-steve-jobs-planned-and-protected-his-estate/) - After the death of Steve Jobs the rumors started circulating that he was so smart that he even knew how to avoid paying estate taxes better than anyone else. Jobs was smart and he seems to have had an attorney do a great job with his estate planning, but he certainly did not transfer billions of dollars in wealth
- [DIY Estate Planning is a Terrible Idea...](https://trustcounsel.com/2014/07/diy-estate-planning-is-a-terrible-idea-2/) - I have written before about the risks of do-it-yourself estate planning and explained how people who use these methods end up with a false sense of security. They create documents that they believe will address their needs but wind up being ineffective and much more costly for their family. A recent case out of Florida illustrates the potential problems
- [Shocker: I Hate Estate Planning!!!!!!](https://trustcounsel.com/2014/07/shocker-i-hate-estate-planning/) - Yes, I know. It’s shocking... The gal that’s in love with her practice actually hates the words “estate planning”. I hate estate planning because it conjures up the images of a bunch of stuffy, grey-haired lawyers sitting around a marble, diamond-encrusted conference room on the top floor of a skyscraper, talking about kicking the bucket and who’s
- [The Family Business Succession Plan](https://trustcounsel.com/2014/07/the-family-business-succession-plan/) - Do you own a family business? If so, you’re in very good company. More than 90% of U.S. businesses are family businesses. Out of the Fortune 500, 150 are family businesses. Now, would you like to hear some really startling statistics? Only 30% of family businesses will survive into the family’s second generation, 12% to
- [Florida is "Probate Friendly"?  Yeah Right!](https://trustcounsel.com/2014/08/florida-is-probate-friendly-yeah-right/) - Some people claim that FLORIDA is a “probate friendly” state and therefore, families don’t need to avoid probate. I’ve even heard some lawyers (that clearly don't practice in the area of Estate Planning) say that because Florida has adopted the Uniform Probate Code, its “streamlined” process means that probate is easy and doesn’t take much
- [Casey Kasem's Dead Body Missing](https://trustcounsel.com/2014/08/casey-kasems-dead-body-missing/) - As discussed in a previous newsletter article, Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on June 15 at the age of 82 and left behind an estimated $80 million fortune. He also left a family feud of biblical proportions between his surviving spouse and his
- [Don’t Trust Your Kids with Money? You Need a Trust.](https://trustcounsel.com/2014/08/dont-trust-your-kids-with-money-you-need-a-trust/) - While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental issues that make giving them access to wealth a problem. This is where a trust
- [Forget What You've Heard. Estate Planning is For Everyone.](https://trustcounsel.com/2014/08/forget-what-youve-heard-estate-planning-is-for-everyone/) - Some people think that an estate is something only wealthy people have so only they should be concerned with estate planning. That misconception has caused countless well meaning people to ignore this kid of essential planning. Don’t be fooled: while not everyone may have an estate in the sense of a gorgeous mansion and a few Ferraris,
- [My Top 4 Myths About Trusts](https://trustcounsel.com/2014/08/my-top-4-myths-about-trusts/) - Lately in the news I have been hearing lots of common myths popping up (courtesy of Gloria Vanderbilt and Sting both declaring that they DO NOT want to leave their Millions to their children.) So I thought I would write a quick post on the top 4 MYTHS I hear when clients come to my office for the first time.
- [What Do Phillip Seymour-Hoffman, Sting, and Anderson Cooper Have in Common?](https://trustcounsel.com/2014/08/what-do-phillip-seymour-hoffman-sting-and-anderson-cooper-have-in-common/) - When news breaks that multiple celebrities within a month's time are cutting their kids out of their estate plans, it’s not hard to see which way the wind is blowing... Not wanting their children to be unmotivated "trust fund" brats that don't "do anything" productive with their lives seems to be a growing sentiment. This
- [Remember Terri Schiavo? Why Everyone Needs A Health Care Directive…](https://trustcounsel.com/2014/08/remember-terri-schiavo-why-everyone-needs-a-health-care-directive/) - As people live longer, the chances of experiencing incapacity increase, and the advance health care directive becomes ever more crucial in avoiding disputes and providing a peaceful transition for end-of-life situations.It is often asked, why do I need an Advance Health Care Directive? My family knows what I want and I trust them...To answer that,
- [One Mistake Cost His Children $400,000 of an IRA Inheritance](https://trustcounsel.com/2014/08/one-mistake-cost-his-children-400000-of-an-ira-inheritance/) - Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors to make sure his children received the balance of his retirement funds when he died. He had remarried late in life, two months before his death in 2008, in fact. But it was clear he wanted his children (now
- [The Olmstead "Patch" Works! Even Against Your Own Partner...](https://trustcounsel.com/2014/08/the-olmstead-patch-works-even-against-your-own-partner/) - We attorneys LOVE LLCs and advised many of our clients to create LLCs to protect their assets inside the LLC from lawsuits by creditors against our clients individually. Prior to 2010 it was generally understood that if an LLC member was sued by an outside creditor and obtained a judgment against that member, then the creditor
- [Avoid These Four Common Legal Mistakes If You Own a Business](https://trustcounsel.com/2014/08/avoid-these-four-common-legal-mistakes-if-you-own-a-business/) - Whether you are just starting a new business or have been running a business for years, there are four common legal mistakes that both novice and seasoned entrepreneurs make that can have a significant impact on the future viability of your company: Co-mingling of business and personal finances. You may have started your business as
- [How to Properly Structure a Founder’s Agreement for Your New Venture](https://trustcounsel.com/2014/08/how-to-properly-structure-a-founders-agreement-for-your-new-venture/) - We are a nation of entrepreneurs, but we are also living in a litigious society, so if you are starting a new venture and there are other founders involved, a founder’s agreement (that would be an operating agreement for an LLC or a shareholder’s agreement for a corporation) is essential to protecting your fledgling enterprise.
- [Gift Tax Explained: Strategies for Wealthier Families](https://trustcounsel.com/2014/08/gift-tax-explained-strategies-for-wealthier-families/) - With tax rates somewhat higher than in prior years based on increases in income taxes, capital gains, and the new so-called Medicare tax, (which is basically an investment income tax for those who earned more than $200,000 if single and $250,000 if married) the net rate of return for people may be somewhat lower than
- [10 Essential Questions to Guide Your Business Succession Plan](https://trustcounsel.com/2014/08/10-essential-questions-to-guide-your-business-succession-plan/) - A whopping 90 percent of businesses across the nation are family-owned. Odds are this means you either know someone who is part of a family-owned business or are involved with one yourself. While the casual nature of working with family definitely has its perks, it’s important to take the necessary steps to protect your business
- [Q&A: Trusts vs Corporations Explained](https://trustcounsel.com/2014/08/qd-trusts-vs-corporations-explained/) - The concept of a trust is difficult for many people to grasp because a trust is a concept, and therefore is an intangible. Another intangible, but one that is more familiar, and therefore seems easier to understand, is a corporation. A quick look at the two concepts, how they are similar and how they are different
- [What You Need to Know About Liens and Your Business](https://trustcounsel.com/2014/08/what-you-need-to-know-about-liens-and-your-business/) - Business owners who take out loans for equipment, property or working capital need to understand how liens can affect their business in terms of the potential problems they can cause and what should be avoided. Lenders usually file liens on business loans; these liens are filed in succession and a lender always wants to be
- [STEP 1: Choose the Right Business Entity](https://trustcounsel.com/2014/08/step-1-choose-the-right-business-entity/) - One of the first decisions an entrepreneur should be making is the selection of the right form of business entity. This is a critical decision because of its ongoing legal and tax consequences. Liability protection is the most important non-tax consideration in the business entity selection process. The business owner has to have a shield or
- [How to Protect Your Real Estate Assets](https://trustcounsel.com/2014/08/how-to-protect-your-real-estate-assets/) - If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate? If you own rental properties, there is likely a nagging fear in the back of your mind about being sued by
- [How an IRS Tax Lien Affects You](https://trustcounsel.com/2014/08/how-an-irs-tax-lien-affects-you/) - When you fail to pay your tax debt, the government may impose a federal tax lien. This lien protects the government’s interest in all of your property while the debt is owed. The types of property subject to the lien include real estate, personal property, and financial assets. Unfortunately, this lien can affect many areas
- [Dwayne Carter a/k/a Lil Wayne Slapped with a $12 Million Tax Lien](https://trustcounsel.com/2014/08/dwayne-carter-aka-lil-wayne-slapped-with-a-12-million-tax-lien/) - Adding to the ongoing list of Rappers that apparently have money for mansions, women, and jewelry (apologies for the stereotype) but not to hire an accountant or a lawyer, Lil Wayne's (whose real name is Dwayne Carter) tax troubles have reached an all-time high - apparently owing the Internal Revenue Service a whopping $12,155,084.46. According to the Federal
- [3 Planning Considerations For a Non-Citizen Spouse](https://trustcounsel.com/2014/08/3-planning-considerations-for-a-non-citizen-spouse/) - This is South Florida so I commonly encounter married couples with mixed nationalities. That is, one spouse is an American citizen and the other is not. The U.S. estate and gift tax rules are generally the same for U.S. citizens and resident aliens. However, the estate tax marital deduction differs significantly as applied to non-U.S.-citizen surviving
- [Some Tax Rules on Renting Your Second Home](https://trustcounsel.com/2014/08/some-tax-rules-on-renting-your-second-home/) - Whether you have a lakeside cabin in Maine, or a ski house in Colorado, owning a vacation or second home can be a wonderful thing. It also could earn you some extra money if you rent it when you're not there… but if you're not careful, it also could cause you some tax troubles. Basically,
- [The IRS is Relentless - Just Ask MC Hammer](https://trustcounsel.com/2014/08/the-irs-is-relentless-just-ask-mc-hammer/) - MC Hammer was at one point in time the biggest rap artist on the planet. Now two decades later, MC Hammer is probably more famous for his tax issues - which seem to be never ending. It goes to show you, the Internal Revenue Service doesn’t quit when it comes to getting their money. The IRS has slapped
- [The IRS Can Enforce a Tax Lien WHENEVER They Want](https://trustcounsel.com/2014/08/the-irs-can-enforce-a-tax-lien-whenever-they-want/) - As illustrated by a recent tax lien case Gregory v. United States Department of the Treasury - IRS, everyone buying a piece of real property should use a reputable real estate Attorney to conduct a title search (and purchase title insurance) to avoid these preventable issues. As I have told clients in the past, I do NOT
- [Robin Williams:  A Lesson in Deeds, Not Words](https://trustcounsel.com/2014/08/robin-williams-a-lesson-in-deeds-not-words/) - One of the most eloquent responses to Robin Williams’ death came from his best friend Billy Crystal, who posted on Twitter simply: “No words.” When someone close to us dies -- especially in a sudden and tragic way -- the grief is so deep that we truly don’t have any words to describe it. And
- [Mid-Year Tax Planning Checklist](https://trustcounsel.com/2014/08/mid-year-tax-planning-checklist/) - Okay, clearly we are past midyear. But now that kids are back to school things can begin to normalize again. All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or financially assist them. Mid-year is the perfect
- [4 Important Steps to Protect Personal Wealth From Business Liabilities](https://trustcounsel.com/2014/08/4-important-steps-to-protect-personal-wealth-from-business-liabilities/) - Every business owner makes the decision to assume some portion of risk when they operate their own business, but no one wants that potential risk to affect their personal wealth. Unfortunately, there are all too many business owners who neglect to implement the correct asset protection strategies to firmly separate business risk from personal wealth.
- [The Last Important Gift to Give Your Family](https://trustcounsel.com/2014/08/the-last-important-gift-to-give-your-family/) - As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you
- [7 Questions to Ask Before You Start a New Business](https://trustcounsel.com/2014/09/7-questions-to-ask-before-you-start-a-new-business/) - When venturing into a new business, there is much to be considered. Below are a few key topics to explore prior to committing your time and/or financial resources. Why do you want to work for yourself? If your desire to start a new business comes from how much you dislike your current job, you may
- [A Ranking of Good Assets and Bad Assets](https://trustcounsel.com/2014/09/a-ranking-of-good-assets-and-bad-assets/) - This is a Forbes article by William Baldwin which I found to be extremely helpful and easy to follow. I also agree with his advice.... Some assets are terrific holdings in estates. Go to your grave clutching them. Some are bad for heirs. Play hot potato with them during your senior years. What follows is
- [Should You Leave It Outright or In Trust?](https://trustcounsel.com/2014/09/should-you-leave-it-outright-or-in-trust/) - When families come in to do planning with me, we discuss at length how they want their children (or other beneficiaries) to inherit their wealth. In fact, whether they want their wealth inherited 1) outright, or in 2) Lifetime Asset Protection Trusts, is one of the critical questions we dwell on. Things to considers are
- [Marry a Gentile at Your Own Risk](https://trustcounsel.com/2014/09/marry-a-gentile-at-your-own-risk/) - I, like most estate-planning attorneys come across clients who want to attach all sorts of conditions on gifts they make to descendants and other beneficiaries. And most estate-planning lawyers know that conditions creating restraints against marriage, religion and family relationships, etc. are often void as against public policy. But we shouldn’t be so sure. The
- [A Lesson for Rich 89-Year-Olds to Stay Out of Strip Clubs](https://trustcounsel.com/2014/09/a-lesson-for-rich-89-year-olds-to-stay-out-of-strip-clubs-2/) - After nearly 20 years of litigation and fighting in the press, the conflict between the estates of Anna Nicole Smith and her billionaire husband J. Howard Marshall has been “resolved.” MAYBE. POSSIBLY. PROBABLY NOT. It’s like a bad soap opera that refuses to end. An exotic dancer marries an eighty-nine-year-old billionaire. He dies a year
- [Why Inheriting in Trust is a Must](https://trustcounsel.com/2014/09/why-inheriting-in-trust-is-a-must/) - You bring your children into the world with love. You raise them with love. If you’re going all the way as a parent, you also create an estate plan to safely pass on your legacy of love as well as your assets. But does your plan simply leave your assets outright, so they pass directly
- [$150,000 Risk: Know the Difference Between an Employee and an Independent Contractor](https://trustcounsel.com/2014/09/150000-risk-know-the-difference-between-an-employee-and-an-independent-contractor/) - The IRS and State Governments have both stepped up their enforcement action against business owners who mis-classify employees as independent contractors. One friend of ours was just fined $150,000 for Worker’s Comp Fraud stemming from a mis-classification of employees as "Independent Contractors." Knowing this, it is imperative for you to know the difference when it
- [Can the ALS Association Trademark the Ice Bucket Challenge?](https://trustcounsel.com/2014/09/can-the-als-association-trademark-the-ice-bucket-challenge/) - Unless you’ve been hiding under a bucket this summer, it’s likely you’ve heard about the ALS Ice Bucket Challenge. If you haven’t yet been called on to donate or douse yourself with a bucket of icy water, you’ve certainly seen the thousands of videos of people far and wide -- famous and not -- gasping
- [6 Tips To Help Small Business Owners Avoid Employee Lawsuits](https://trustcounsel.com/2014/09/6-tips-to-help-small-business-owners-avoid-employee-lawsuits/) - Small businesses can ill afford litigation – not only because of the cost, but also for the time and attention lawsuits can divert from your business. Here are six tips to help you avoid one of the most prevalent sources of business litigation: employee lawsuits. Adhere to nonexempt status. If employees work more than 40
- [Legal Tips for Crafting Non-Disclosure Agreements](https://trustcounsel.com/2014/09/legal-tips-for-crafting-non-disclosure-agreements/) - The employment landscape has changed over the last few years and many small and mid-size companies today operate with outside help – contractors or freelancers who perform important tasks but who are not full time employees on your payroll, or even third party companies who consult on a new product or service. While companies that
- [The 4 Legal Agreements Every Business Owner Needs](https://trustcounsel.com/2014/09/the-4-legal-agreements-every-business-owner-needs/) - One of the most common questions business owners want to know is what kind of legal agreements they need. And while the answer to this question depends a lot on what kind of business you operate, there are four key legal agreements that virtually every business owner will need to protect and operate their business legally:
- [8 Steps to Hiring a Good Business Lawyer](https://trustcounsel.com/2014/09/8-steps-to-hiring-a-good-business-lawyer/) - If you’ve never hired an attorney for your business, you are probably wondering how you would evaluate whether or not they would be a good fit for your company and could deliver the services you need at a price you’re willing to pay. Here are 8 things to consider when hiring a business attorney for
- [Asset Protection Strategies for Business Owners](https://trustcounsel.com/2014/09/asset-protection-strategies-for-business-owners/) - If there was ever a Catch-22 situation for business owners, it is this: most do not take the necessary legal steps to protect their personal wealth until it is threatened by creditors or litigants – and by then, it’s too late to implement effective asset protection strategies. A survey of 242 business owners conducted by
- [Financial Self-Protection Tips for the Newly Single](https://trustcounsel.com/2014/09/financial-self-protection-tips-for-the-newly-single/) - Whether you have a lost a spouse or partner through divorce or death, being thrust into singlehood can be an emotionally and financially jarring experience. To get yourself back on firm footing, at least financially, follow these five steps: Finalize financial plans. In the case of a divorce, you must ensure that the terms of
- [Office Romances Can Have Employers Flirting With Trouble](https://trustcounsel.com/2014/09/office-romances-can-have-employers-flirting-with-trouble/) - Is there love in the air at your company? We’re not talking about people who love their jobs...we’re talking about employees who find love while on the job, and this could lead to a bad breakup for business owners.Workplace romances are not uncommon these days, especially since men and women work together putting in longer
- [The Audit That Will Change the Way You Run Your Business](https://trustcounsel.com/2014/09/the-audit-that-will-change-the-way-you-run-your-business/) - Most people hear the word “audit” and hit the panic button, including business owners. But there is an incredibly powerful tool called the LIFT Foundation Audit that can change the way you run your business for the better. The LIFT (Legal, Insurance, Financial, Tax) Foundation Audit is a process we walk through with our business
- [Supreme Court Sides With Businesses on Patent Troll Litigation](https://trustcounsel.com/2014/09/supreme-court-sides-with-businesses-on-patent-troll-litigation/) - What is a Patent Troll, you ask? Well, be grateful you are asking that question... A Patent Troll is a company or person that acquires a lot of patents without the desire to actually develop the products. Instead of making money from the product, the company or individual launches a large amount of patent infringement lawsuits.
- [6 Situations Where a Corporation or LLC Will NOT Protect Your Personal Assets](https://trustcounsel.com/2014/09/6-situations-where-a-corporation-or-llc-will-not-protect-your-personal-assets/) - Setting up your business as a corporation or a limited liability company (LLC) is a great way to go for most entrepreneurs, since incorporating protects personal assets from business liabilities, helps lower taxes and ensures the longevity of your business. However, as a recent article at Entrepreneur.com reminds us, there are six situations where a
- [What Employers Need to Know About Employee Privacy Laws](https://trustcounsel.com/2014/09/what-employers-need-to-know-about-employee-privacy-laws/) - Because of increasing regulatory scrutiny of privacy laws, employers should take extra care in safeguarding personnel files and medical records as you would any other confidential company information. Employers should keep personnel files stored securely in a locked cabinet, and make them available only to managers or supervisors who have a legitimate business reason to
- [Do You REALLY Need an Estate Plan?](https://trustcounsel.com/2014/09/do-you-really-need-an-estate-plan/) - While estate planning lawyers have seen first-hand how important the right legal documents are, we also understand that there is no one-size-fits-all approach when it comes to estate planning. For example, the needs of one family will likely be completely different from those of another. Likewise, a certain single professional may benefit greatly from working
- [How to Raise the Next Generation of Business Owners](https://trustcounsel.com/2014/09/how-to-raise-the-next-generation-of-business-owners/) - If you own a small business, there is probably at least some part of you hoping to pass the reins on to one or more of your children. After all, spending so much time and effort on something that’s not going to last doesn’t sit well with most entrepreneurs. It may be difficult to look
- [How to Prepare Your Heirs to Receive, Protect and Grow Their Inheritance](https://trustcounsel.com/2014/09/how-to-prepare-your-heirs-to-receive-protect-and-grow-their-inheritance-2/) - When we think of vast family wealth, most of us know the name Cornelius Vanderbilt, the railroad and shipping scion of one of the richest families in America in the 19th century. When he died in 1877, he left a fortune of $100 million -- more than the U.S. Treasury held at the time. That massive
- [Bankruptcy 101](https://trustcounsel.com/2014/09/bankruptcy-101/) - Bankruptcy. It’s the bad word every business owner is working hard to avoid. And, yes, it’s also a tool given to entrepreneurs as an encouragement to take risk and be able to have a fresh start when things do not go as planned. It’s a thought that may have crossed your mind on either a
- [5 Things We Should Learn From Our Parents About Retirement](https://trustcounsel.com/2014/09/5-things-we-should-learn-from-our-parents-about-retirement/) - When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents, but there are still lessons to be learned from them
- [How Employers Can Avoid Wrongful Termination Litigation](https://trustcounsel.com/2014/09/how-employers-can-avoid-wrongful-termination-litigation/) - A recent Wall Street Journal survey on how small business owners are coping with the new healthcare law found that almost a third of those surveyed (29%) have been forced to make staff cuts. Unstable market conditions and economic pressures can force a business to dismiss or lay off employees, and employers should be aware
- [Living Will or Healthcare Directive?](https://trustcounsel.com/2014/09/living-will-or-healthcare-directive/) - A good friend of mine wasn't expecting to get a serious illness as a young lawyer, so like most people he and his wife had done little to prepare. For this reason, I encourage you to get things in order no matter what stage of life you may be in. One of the things you can do to help
- [Are Your Suppliers Putting Your Business Security at Risk?](https://trustcounsel.com/2014/09/are-your-suppliers-putting-your-business-security-at-risk/) - Retail giant Target suffered a massive data breach last December that eroded its reputation and its bottom line. How did this happen? Apparently, hackers gained access to Target’s IT infrastructure via a third-party HVAC contractor that was connected to their network. This security disaster illustrates the risk that many businesses face when contracting with third
- [Common Situations That Create Unenforceable Contracts](https://trustcounsel.com/2014/09/common-situations-that-create-unenforceable-contracts/) - When your company enters into a contract with another entity or person, both parties are expected to fulfill the contract terms. However, there are some situations where a contract can be found to be legally unenforceable because of these reasons: Lack of capacity – if one of the parties lacks the ability to understand what
- [The 4 Key Life Skills Your Children Need to Have Before They Inherit](https://trustcounsel.com/2014/09/the-4-key-life-skills-your-children-need-to-have-before-they-inherit/) - Inherited wealth need not be “an albatross around the neck of the children” as Sting so succinctly put it recently when asked if he was leaving his wealth to his children. His children will not see much of his millions, but not all wealthy parents feel the way he does. Many a great family fortune
- [Rights of an Employee for Sick Leave in Florida](https://trustcounsel.com/2014/09/rights-of-an-employee-for-sick-leave-in-florida/) - Virtually any issue related to a person’s employment is governed by a mix of both state and federal law. Federal employment law often affords workers greater protections than state law alone. Although many employers offer paid holidays, sick days, and vacation time as part of their benefits packages, they aren't required to do so by
- [7 Things To Think About Before Making Gifts to Grandchildren](https://trustcounsel.com/2014/10/7-things-to-think-about-before-making-gifts-to-grandchildren/) - If you have grandchildren - or are getting ready to welcome one like political power couple Bill and Hillary Clinton - you know the special joy they bring. After all, you can now leave all the heavy lifting to the parents and just enjoy connecting with them. Many grandparents who enjoy financial freedom are often
- [The Atkins' Method of Trimming TRUSTEE Fat](https://trustcounsel.com/2014/10/the-atkins-method-of-trimming-trustee-fat/) - The removal of a trustee from a trust can be a difficult and time consuming process for both beneficiaries and trustees alike. Courts are generally hate to interfere with a settlor/creator's choice of trustees. However, most states provide trust beneficiaries a judicial mechanism to remove a trustee when the relationship between beneficiaries and trustees has
- [Tom Clancy's $83M Estate’s Family Tax Feud](https://trustcounsel.com/2014/10/tom-clancys-83m-estates-family-tax-feud/) - A tax battle is brewing over author Tom Clancy’s $83 million estate, pitting Mr. Clancy's wife against the adult children of his former marriage. The widow, Alexandra Clancy is taking legal steps aimed at shifting all state and federal estate taxes—estimated in court papers at as much as $16 million—to the portion of the estate
- [A Simple Way for Business Owners to Document Their Legal Agreements](https://trustcounsel.com/2014/10/a-simple-way-for-business-owners-to-document-their-legal-agreements/) - Sometimes you just want to document your own agreements without consulting with a lawyer. Written agreements are binding documents that define the obligations of all parties involved in a specific project or for the sale of a good or service. Written agreements are necessary to provide a clear record of agreed upon terms. That
- [When a Handshake Can Be the Kiss of Death for Your Company](https://trustcounsel.com/2014/10/when-a-handshake-can-be-the-kiss-of-death-for-your-company/) - Many business deals get done on the proverbial handshake -- an email exchange, a discussion on the golf course -- but those types of deals could be the kiss of death for your company if they go bad and there is little documentation to back up what you thought were the terms of the
- [Pitt and Jolie Prenup Makes Headlines While Clooney Takes the Plunge With NO Prenup in Sight](https://trustcounsel.com/2014/10/pitt-and-jolie-prenup-makes-headlines-while-clooney-takes-the-plunge-with-no-prenup-in-sight/) - Now that Hollywood couple Brad Pitt and Angelina Jolie are officially husband and wife, conjecture about a strange prenuptial agreement is once again making headlines. Brad Pitt and Angelina Jolie are the most talked-about couple in show business, and their impending marriage was a topic that was discussed ad nauseam for about nine years. It only
- [Estate Planning is NOT About YOU!](https://trustcounsel.com/2014/10/estate-planning-is-not-about-you/) - Of course, any estate planning lawyer's goal is to satisfy the client; but in the long run, a lot of estate planning is focused on those who are left behind. In creating an estate plan that disperses your assets in the way you want, you are creating a legacy and supporting your family, friends, or
- [NLRB Lays Down the Law for Employee Discipline Based on Facebook Preferences](https://trustcounsel.com/2014/10/nlrb-lays-down-the-law-for-employee-discipline-based-on-facebook-preferences/) - The National Labor Relations Board (NLRB) has ruled that an employee who “likes” a comment on Facebook that disparages his or her employer is protected under Section 7 of the National Labor Relations Act. In its Triple Play Sports Bar & Grille ruling, the NLRB extended Section 7 protection to an employee who “liked” another
- [How to Choose a Trademark That Will Stand the Test of Time (and Trial)](https://trustcounsel.com/2014/10/how-to-choose-a-trademark-that-will-stand-the-test-of-time-and-trial/) - The purpose of a trademark is to differentiate a company’s goods or services in the marketplace. A trademark also represents an intangible asset in the form of consumer goodwill that has been assigned to the company through its history. In the legal realm, the words or symbols chosen to represent goods (trademark) or services (service
- [Hollywood Legend Lauren Bacall Leaves Large Estate and Two Potentially Large Headaches for Heirs](https://trustcounsel.com/2014/10/hollywood-legend-lauren-bacall-leaves-large-estate-and-two-potentially-large-headaches-for-heirs/) - Legendary Hollywood actress Lauren Bacall died on August 12, 2014, leaving behind an estate estimated at $26.6 million and three children who face a couple of potentially serious problems that could have been avoided through effective estate planning. Bacall, who was married to Humphrey Bogart and Sam Robards, passed away in her New York City
- [Entrepreneurs: Are You Making Promises You Can’t - or Don’t Want to - Keep?](https://trustcounsel.com/2014/10/entrepreneurs-are-you-making-promises-you-cant-or-dont-want-to-keep/) - When you’re starting or building a business, things can move very quickly. Entrepreneurs typically starting new ventures reach out to dozens of people who may or may not become part of the final company, to ascertain interest or recruit talent. Often, an entrepreneur will take part in a discussion about equity allocation in the new
- [5 Upcoming Financial Deadlines That Are Key](https://trustcounsel.com/2014/10/5-upcoming-financial-deadlines-that-are-key/) - Time flies, and the holiday season is already upon us. But pay attention, because if you miss these key financial deadlines you are going to be crying to your CPA when you get hit with substantial penalties or lose the opportunity to take advantage of some smart money-saving moves. Depending on your situation, make a
- [Guest Post: Red Light Camera Tickets Ruled Unconstitutional  By Attorney Alex Williams](https://trustcounsel.com/2014/10/guest-post-red-light-camera-tickets-ruled-unconstitutional-by-attorney-alex-williams/) - Finally, some good news in the fight against Red Light Camera Tickets in Florida. Yesterday, the Fourth District Court of Appeals ruled that it is NOT legal for the cities to continue to issue Red Light Camera Tickets in the manner in which they have been issuing them. The full ruling can be viewed here.
- [How to Create a Lifetime of Care for a Special Needs Child](https://trustcounsel.com/2014/10/how-to-create-a-lifetime-of-care-for-a-special-needs-child/) - Parents of children with special needs usually share one overriding concern: what will happen to my child after I’m gone? They also struggle with guilt for what they envision as an eventual destiny for their other children who might assume care of their special needs sibling. This is what estate planning was made for. You
- [Asset Protection Strategies for Female Business Owners](https://trustcounsel.com/2014/10/asset-protection-strategies-for-female-business-owners/) - Female-owned businesses are one of the fastest growing sectors of the U.S. economy, with the number of women-owned businesses doubling over the past 17 years, according to a recent Forbes article. Many women who run their own companies often do double-duty as CEOs of their families as well. The tendency for many is to leave
- [Robin Williams Worried About "Affluenza"](https://trustcounsel.com/2014/10/robin-williams-worried-about-affluenza/) - The death of beloved actor and comedian Robin Williams was a sad event for many, but those most struggling would be his children. Williams had an estate plan that was created in a way that worked to protect them from a multitude of issues--including what has been coined "affluenza." This term refers to children
- [Supreme Court Decision Makes Inherited IRAs Fair Game in Bankruptcy](https://trustcounsel.com/2014/10/supreme-court-decision-makes-inherited-iras-fair-game-in-bankruptcy/) - A recent U.S. Supreme Court decision has changed the way inherited IRAs are viewed when it comes to bankruptcy, and calls for those who inherit these retirement account assets to find new ways to protect that inheritance. In Clark v. Rameker, Heidi Heffron-Clark inherited an IRA from her mother. She received distributions from that inherited
- [Dangers of Having Joint Accounts](https://trustcounsel.com/2014/10/dangers-of-having-joint-accounts/) - Many people see joint accounts as a cheap and easy way to avoid probate, since joint property passes to the join owner at death, but these accounts can actually be quite risky when it comes to estate planning. Joint ownership of accounts can be a great way to easily pass assets to another owner at
- [The Best Time to Update Your Employee Handbook is Right Now](https://trustcounsel.com/2014/10/the-best-time-to-update-your-employee-handbook-is-right-now/) - If business owners realized the role a good employee handbook can play in protecting their company from employee litigation, keeping it up to date would be a bigger priority. Alas, many employers neglect these documents until a glaring error decides a case in an employee’s favor. Historically, employee handbooks were used primarily to educate employees
- [Prince Harry Turned 30, Inherited Millions & a Wedding Dress](https://trustcounsel.com/2014/10/prince-harry-turned-30-inherited-millions-a-wedding-dress/) - Prince Harry celebrated his 30th birthday earlier last month. His mother, the iconic Princess Diana, passed away over 17 years ago, following the tragic crash as Diana sped away from paparazzi in France. What was so special about Harry's 30th birthday? That's the day Harry became entitled to receive the remaining half of Princess Diana's assets. It
- [Florida Homestead Laws - A Quick (But Not So Easy) Guide](https://trustcounsel.com/2014/10/florida-homestead-laws-a-quick-but-not-so-easy-guide/) - The Homestead Laws in Florida are a source of confusion for many people; my clients call me with questions all the time. First of all, in order to qualify as your Florida homestead, you and your home must meet three criteria: You must have legal or beneficial title to the home on January 1.
- [Even When the IRS Messes Up, It Still Gets Paid](https://trustcounsel.com/2014/10/even-when-the-irs-messes-up-it-still-gets-paid/) - The Internal Revenue Service recently admitted that it made an error in its initial valuation of Michael Jackson's estate, as reported in Forbes. Now, before anyone gets too excited, correcting this valuation "mistake" has actually increased the King of Pop's estate tax bill by roughly $29 million, bringing it to a current total of $731
- [Leave an Inheritance for Future Generations with a "Trusteed IRA"](https://trustcounsel.com/2014/10/leave-an-inheritance-for-future-generations-with-a-trusteed-ira/) - According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how much of those assets will pass beyond the primary beneficiaries to the next generation? Currently, not much. Studies show that individuals who inherit IRAs spend those
- [Did You Just Hire an Employee or an Independent Contractor? Be Sure You Know!](https://trustcounsel.com/2014/11/did-you-just-hire-an-employee-or-an-independent-contractor-be-sure-you-know/) - In its recent ruling in FedEx Home Delivery, the National Labor Relations Board (NLRB) added a new factor for the classification of a worker as an employee or an independent contractor. The NLRB found that a worker’s right to “entrepreneurial opportunity” was not solely sufficient to classify a worker as an independent contractor; rather, the
- [Heard of FATCA?](https://trustcounsel.com/2014/11/heard-of-fatca/) - Heard of FATCA? In this article I will try and simplify this rather complicated subject to make it easier to understand. FATCA—the Foreign Account Tax Compliance Act—is America’s global tax law. It was quietly enacted in 2010, and after a four-year ramp up, it’s finally in effect. FATCA requires foreign banks to reveal Americans with accounts over $50,000
- [What Are You Waiting For?](https://trustcounsel.com/2014/11/what-are-you-waiting-for/) - Most of my clients are healthy when they contact me. Estate planning is something in which they are engaging as a precautionary measure rather than because they expect to die within a short amount of time. But not always. Occasionally, clients contact me after they've been diagnosed with a serious illness when emotions are high
- [5 Reasons Why You Need to Review Your Estate Plan](https://trustcounsel.com/2014/11/5-reasons-why-you-need-to-review-your-estate-plan/) - Creating an estate plan to protect your financial future and that of your family is just the first step in the estate planning process. Once those documents are executed, you will still need to review your plan annually to ensure it continues to reflect your needs and achieve your goals. Here are 5 reasons that
- [How to Avoid a Trademark Infringement Dogfight](https://trustcounsel.com/2014/11/how-to-avoid-a-trademark-infringement-dogfight/) - A New Jersey entrepreneur who sells organic dog treats under the label, “Snaks 5th Avenchew” has prevailed in her fight to keep the name after a short scrap with fashion retailer Saks Fifth Avenue. Carrie Sarabella, who sells her organic dog treats online and direct to retailers, received a cease-and-desist letter from Saks threatening litigation if
- [10 Basic Points You Should Know About 1031 Exchanges](https://trustcounsel.com/2014/11/10-basic-points-you-should-know-about-1031-exchanges/) - Generally, a 1031 exchange (also called a like-kind exchange) is a swap of one business or investment asset for another.In effect, you can change the form of your investment without (as the IRS sees it) cashing out or recognizing a capital gain. That allows your investment to continue to grow tax deferred. There’s no limit
- [Yoko Ono Battled Lennon's Eldest Son Over Estate](https://trustcounsel.com/2014/11/yoko-ono-battled-lennons-eldest-son-over-estate/) - When John Lennon of the Beatles was tragically murdered in 1980, his widow, Yoko Ono, took charge of his legacy and his fortune. As arguably the most successful songwriter of all time, what did Lennon leave behind? According to Lennon's first wife Cynthia, as part of the 1967 divorce Lennon created a trust for his first born
- [Short-Term vs Long-Term Capital Gains](https://trustcounsel.com/2014/11/short-term-vs-long-term-capital-gains/) - The IRS taxes different kinds of income at different rates. Capital gains, such as profits from a stock sale or the sale of investment real estate (1031 exchanges are discussed in another blog post), are generally taxed at a more favorable rate than your salary or wages. However, not all capital gains are treated equally. The
- [Dying Creator of "The Simpsons" Gives Away His $100M Fortune](https://trustcounsel.com/2014/11/dying-creator-of-the-simpsons-gives-away-his-100m-fortune/) - The man who was part of the team that created The Simpsons has told how he is giving away his $100m fortune because he is dying of cancer. Sam Simon, who founded the series in 1991 with Matt Groening and James Brooks, was diagnosed with colon cancer two years ago and given only months
- [How to Keep Suppliers From Putting Your Business at Risk for a Data Breach](https://trustcounsel.com/2014/11/how-to-keep-suppliers-from-putting-your-business-at-risk-for-a-data-breach/) - Two major retailers that suffered a major data breach affecting millions of customers - and their bottom lines - have one thing in common: both got hacked through their vendors. Home Depot’s security system was breached by a hacker that stole credit card details and emails for over 56 million customers. The hacker gained access
- [The Final Log-Off: What Happens to Your Data When You Die?](https://trustcounsel.com/2014/11/the-final-log-off-what-happens-to-your-data-when-you-die/) - Take a moment and consider how much of your life you live online. If you are like most of us, you bank, pay bills, make purchases, connect with friends and communicate with just about everyone you know online. Think about all the digital assets you have accumulated - account information, passwords, email, photos, videos, etc.
- [Estate Planning is for Life, Not Death](https://trustcounsel.com/2014/11/estate-planning-is-for-life-not-death/) - We know that no one likes to think about death, especially their own. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done with a Personal Family Lawyer, creating an estate plan makes your life better. Here are some of the things that
- [How to Reduce the Cost of Long-Term Care Insurance](https://trustcounsel.com/2014/11/how-to-reduce-the-cost-of-long-term-care-insurance/) - A person who turns 65 today has a 70% chance of needing some type of long-term care at some time in their remaining years, according to the U.S. Department of Health and Human Services. On average, women will need 3.7 years of long-term care and men will need 2.2 years of care. Only 20% will
- [How to Create a Bulletproof Independent Contractor Agreement](https://trustcounsel.com/2014/11/how-to-create-a-bulletproof-independent-contractor-agreement/) - One of the most common issues facing small businesses is how to govern relationships with independent contractors (ICs). Which is not really surprising, since many small businesses use ICs to perform critical work functions like website development, marketing, bookkeeping and other important functions that keep your business functioning and growing. To protect your company’s future,
- [Kurt Cobain's Estate Fight Still Going 20 Years Later](https://trustcounsel.com/2014/11/kurt-cobains-estate-fight-still-going-20-years-later/) - It has been more than twenty years since Kurt Cobain, the lead singer of Nirvana, committed suicide via shotgun to the head, at age 27. Yes, that's right - 20 years. Where has the time gone? And who could forget the suicide note: "I don't have the passion anymore, and so remember it's better to burn
- [Weekly Quick-Step For the Prosperous Family: Make Thanksgiving More Meaningful](https://trustcounsel.com/2014/11/weekly-quick-step-for-the-prosperous-family-make-thanksgiving-more-meaningful/) - What it is: Embrace the spirit of the holiday this year by adopting a new tradition that highlights gratitude, giving, and community (and have fun doing it). Why you need this: Turkey, stuffing, and pumpkin pie might be the stars of the show, but we all know it's really about loving others and feeling loved
- [Will Florida’s New LLC Act Effect Your Business?](https://trustcounsel.com/2014/11/will-floridas-new-llc-act-effect-your-business/) - The Florida Revised Limited Liability Company Act became effective on January 1, 2014 but existing LLCs will not be subject to the New Act until January 1, 2015 unless they affirmatively elect to be subject to it earlier. LLCs created on or after January 1, 2014 are subject to the New Act. Some Critical Features: Your
- [Ashes to Ashes, Dust to...Diamonds?  Creating an Ever-Lasting Memorial Through Science](https://trustcounsel.com/2014/11/ashes-to-ashes-dust-to-diamonds-creating-an-ever-lasting-memorial-through-science/) - Here are two scientific facts: Diamonds are forever. We are not. However, through science, there is now a way to immortalize ourselves or our loved ones by turning cremated ashes into diamonds. One of the first companies to turn dust into diamonds was profiled recently in The Atlantic. A Swiss company called Algordanza has perfected
- [Special Needs Trust:  Protection for Those Who Need It the Most](https://trustcounsel.com/2014/12/special-needs-trust-protection-for-those-who-need-it-the-most/) - Families of those with disabilities - physical or mental - are typically concerned with the best way to fund the long-term financial and personal needs of their special needs loved one in a way that will secure a fulfilling life for them. The best vehicle to accomplish this goal is known as a Special Needs
- [‘Tis the Season to Be Gifting:  How to Do It Right](https://trustcounsel.com/2014/12/tis-the-season-to-be-gifting-how-to-do-it-right/) - Not many people would view the IRS as a charitable organization, but you might if you plan your gifting appropriately - i.e., in a way that will benefit you on your income and gift taxes. Here are guidelines when gifting to charity or your own family members this season: Charitable Donation Rules: Household items. These
- [Preparing Your Company for an Eventual (and Profitable) Sale](https://trustcounsel.com/2014/12/preparing-your-company-for-an-eventual-and-profitable-sale/) - If you are a small business owner, chances are that most of your personal net worth is tied up in your business. So even if selling your company is not on your radar anytime soon, there will come a day you will want to cash out and sell it at the best possible price. Even
- [Top 10 Legal Tips for Entrepreneurs](https://trustcounsel.com/2014/12/top-10-legal-tips-for-entrepreneurs/) - If 2015 is the year you decide to strike out on your own and start your own business, there are some basic legal issues you need to take into consideration as part of your start-up planning. Here are our top 10 legal tips for entrepreneurs: Choose the right business structure. Most businesses start life as
- [How to Have an Office Holiday Party with No Legal Hangovers](https://trustcounsel.com/2014/12/how-to-have-an-office-holiday-party-with-no-legal-hangovers/) - Holiday parties that had fallen victim to the economic recession are now back at many offices across the country, and are a wonderful way to show your appreciation for your employees and their hard work during the year. However, business owners are also wary of hosting parties that could leave them with a legal hangover.
- [Joan Rivers Has Last Laugh Through Use of a Family Trust](https://trustcounsel.com/2014/12/joan-rivers-has-last-laugh-through-use-of-a-family-trust/) - Famous comedienne, Joan Rivers, who died unexpectedly on September 4, 2014, from what is alleged to be a botched medical procedure, made millions making us all laugh. Some of her most infamous routines centered around skewering celebrities, most notably legendary actress Elizabeth Taylor. For Rivers’ comedy, everyone and everything was fair game for exposure. But
- [Why You Should Get Estate Planning Off Your To-Do List in 2015](https://trustcounsel.com/2014/12/why-you-should-get-estate-planning-off-your-to-do-list-in-2015/) - There are many goals most of us want to accomplish in life, and some of the most important ones center on family and money. Here is what a thoughtful estate plan can help you accomplish that involves both: Control health care decisions. Most people will die in a hospital or care facility, and many will
- [10 Tips to Ensure Family Harmony Over Your Estate Plan](https://trustcounsel.com/2014/12/10-tips-to-ensure-family-harmony-over-your-estate-plan/) - When your children were small, you no doubt suffered the challenge of keeping peace in the family. We see this same scenario play out time after time among adult siblings when a messy estate causes family rifts. Here are 10 tips to help prevent your children from fighting over your estate: Talk to children about
- [What Employers Need to Know About the President Obama Executive Order on Immigration](https://trustcounsel.com/2014/12/what-employers-need-to-know-about-the-president-obama-executive-order-on-immigration/) - On November 20, 2014, President Obama outlined his executive order on immigration, and the following day issued two Presidential Memoranda that laid out additional directives for the modernization of the U.S. visa system and integration of millions of undocumented immigrants into American society. Many of these changes will affect U.S. employers as well as foreign
- [How Your Employees’ Social Media Contacts Could be Protectable Trade Secrets](https://trustcounsel.com/2014/12/how-your-employees-social-media-contacts-could-be-protectable-trade-secrets/) - The question of whether an employee’s LinkedIn contacts can be considered trade secrets belonging to a former employer is a question currently before a Central California district court. In Cellular Accessories For Less, Inc. v. Trinitas, LLC, defendant David Oakes was a sales account manager for Cellular Accessories for Less, Inc., a company that sells
- [Maximize Tax-Deductible Business Entertainment](https://trustcounsel.com/2015/01/maximize-tax-deductible-business-entertainment/) - I am actually writing this article to poke a little fun at my partner Leslie, who seems to be out and about this time of year more hours of the day than actually in the office. For business owners, entertaining clients, current and potential, is a time-honored tradition. It's also something that the Internal Revenue
- [Casey Kasem Was Buried in Norway Without Any of His Children Knowing!](https://trustcounsel.com/2015/01/casey-kasem-was-buried-in-norway-without-any-of-his-children-knowing/) - This is truly the nightmare that never ends for the Kasem family. Six months after his death, American radio legend Casey Kasem was laid to rest in Norway last Month. Why Norway? NO ONE REALLY KNOWS. Casey was buried last week at the "Vestre Gravlund," a large cemetery in the country, without the consultation of his children. Jean
- [Add Estate Planning To Your List of Resolutions This Year](https://trustcounsel.com/2015/01/add-estate-planning-to-your-list-of-resolutions-this-year/) - While many people focus on getting out of debt or getting organized for the New Year, estate planning is an equally important personal finance goal that should make every adult's to-do list. That's simply because resolving to get your legal affairs in order is one of the most important things you can do to make
- [Guidelines for Boomers Starting a New Business](https://trustcounsel.com/2015/01/guidelines-for-boomers-starting-a-new-business/) - Boomers are now the fastest growing segment of new entrepreneurs, according to the Kauffman Index of Entrepreneurial Activity. This is not really surprising since most boomers have the skills acquired from decades of work that are needed to start a business, and have a network in place to help them succeed. Here are some tips
- [What the Foreign Investor in U.S. Must Know Before Purchasing...and Dying](https://trustcounsel.com/2015/01/what-the-foreign-investor-in-u-s-must-know-before-purchasing-and-dying/) - Many individuals who live outside of the U.S. like to purchase real estate in America or invest in the U.S. Stock Market. It can be much safer than in investing in other parts of the world and often times the individual has children who have moved to America to live or study. South Florida is
- [Domicile is No Joking Matter for the River's Estate!](https://trustcounsel.com/2015/01/domicile-is-no-joking-matter-for-the-rivers-estate/) - Was Joan Rivers domiciled in New York or California? Think it doesn't matter? Think again! This little distinction could cost her estate millions and millions of dollars!! When comedian Joan Rivers passed in September, she left her estimated $150 million estate to family, friends, employees and charities. But the specifics of her dispositive provisions remain
- [In 2015, Trademarks Are More Affordable!](https://trustcounsel.com/2015/01/in-2015-trademarks-are-more-affordable/) - Last month, the U.S. Patent and Trademark Office did something it NEVER DOES, it issued a final rule that drops trademark fees for online application and renewal filings. The price reduction is intended to increase the number of electronic application filings, which will undoubtedly lead to savings for the USPTO (similar to how the IRS has
- [Life Lessons From Celebrity Deaths on Updating Your Estate Plan](https://trustcounsel.com/2015/01/life-lessons-from-celebrity-deaths-on-updating-your-estate-plan-2/) - A new year always brings the sad reviews of notable personalities who have died in the past year. Two notable movie stars - Philip Seymour Hoffman and Paul Walker - provide a cautionary tale on the importance of keeping your estate plan and will up to date. In Hoffman’s case, his 2004 will had never
- [Why Everyone Needs an Agent](https://trustcounsel.com/2015/01/why-everyone-needs-an-agent-2/) - Everyone needs an agent – and not the Hollywood type. An agent is someone you designate to handle your estate after you’ve gone or who can make decisions for you if you cannot make them for yourself. Here are the kinds of agents everyone needs: Executor – an executor is the person you designate to
- [“And the Estate Planning Oscar Goes To...” Lessons on Film About Family](https://trustcounsel.com/2015/01/and-the-estate-planning-oscar-goes-to-lessons-on-film-about-family-2/) - The film “Black Heirlooms” has not received any Oscar nominations. It was made by 32-year-old Amanda Brown, whose grandmother’s long-term illness ripped her once close-knit family apart for lack of long-term care planning. Profiled recently in the New York Times, the film is “about the extended uncomfortable, intergenerational conversations that we do not have enough
- [Practical and Legal Considerations for Launching a Business in 2015](https://trustcounsel.com/2015/01/practical-and-legal-considerations-for-launching-a-business-in-2015/) - If all it took to make a new business successful was the desire to be your own boss, no business would ever fail. A new business includes lots of sacrifice, determination, hard work and a clear understanding of both your business and your ability to perform well as an entrepreneur. Before deciding if owning your
- [No One Feeling Good About Continuing Battle Over James Brown Estate](https://trustcounsel.com/2015/01/no-one-feeling-good-about-continuing-battle-over-james-brown-estate/) - James Brown was known for his signature song, “I Feel Good,” but no one is feeling good about the battle that is still being waged over his estate almost a decade after his death in 2006. The majority of Brown’s estate - estimated to be in the tens of millions of dollars - was distributed
- [Succession Planning for the Family Business](https://trustcounsel.com/2015/01/succession-planning-for-the-family-business/) - We know that building a thriving family business takes a lot of hard work, and to ensure the business continues to thrive, it takes foresight and planning. When business owners are preparing to transition the business to the next generation of leadership, it is critical to have a well-considered succession plan to guide them. To
- [Hiring Tips for the Small Business Owner](https://trustcounsel.com/2015/02/hiring-tips-for-the-small-business-owner/) - Small business owners must deal with many issues in addition to making financial ends meet: taxes, local and state regulations and licenses, advertising, and future growth to name just a few. That last issue—future growth–is what most small business owners work toward. If you are fortunate enough to be hiring new employees for your growing
- [How to Improve Your Cash Flow With Good Invoicing Practices](https://trustcounsel.com/2015/02/how-to-improve-your-cash-flow-with-good-invoicing-practices/) - Many business owners encounter cash flow problems at one time or another, primarily due to slow collection on past due invoices. However, the way you invoice can help you avoid late payments. Here are six tips to good billing practices: Identify each service or good being provided along with its cost. Be sure to include
- [2015 Important Tax Dates](https://trustcounsel.com/2015/02/2015-important-tax-dates/) - SORRY FOLKS! No interesting or exciting article this time! However, if you don't procrastinate and get this done now, you will thank me later! January 15, 2015 - Deadline to pay the fourth quarter estimated tax payment for the year 2014. January 20, 2015 - The Internal Revenue Service will begin processing tax returns, both
- [Never Charged, Bernie Madoff's Son Leaves More Than $15M](https://trustcounsel.com/2015/02/never-charged-bernie-madoffs-son-leaves-more-than-15m/) - Andrew Madoff, the son of convicted Ponzi schemer Bernard Madoff, left more than $15 million in property to his children, wife and fiancee in his will following his death from lymphoma last last year. Andrew Madoff listed $11 million in personal property and $4.5 million in improved real property in his will, which was filed
- [Minor Kids? Blended Family? Learn These Estate Planning Lessons](https://trustcounsel.com/2015/02/minor-kids-blended-family-learn-these-estate-planning-lessons/) - In my line of work I'm continually reminded of the importance of estate planning (...especially for parents of minor or special needs children!), and this week is no exception. Last Tuesday, one of my staff members lost a close family friend in a car accident. She left behind 4 children; one who is 19 with
- [Can Emails be Considered Enforceable Contracts?](https://trustcounsel.com/2015/02/can-emails-be-considered-enforceable-contracts/) - While many people consider email to be an informal way of communicating, courts have generally held that emails can be considered enforceable contracts even if the intended purpose was for casual negotiation. In emails or in correspondence, anyone seeking to make an agreement should do the following: If you are making an offer, state that
- [Reasons to Establish a Trust (and Being Rich Isn't One of Them)](https://trustcounsel.com/2015/02/reasons-to-establish-a-trust-and-being-rich-isnt-one-of-them/) - When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their money. Simply put, a trust
- [Why Multi-Member LLCs Must Adopt a Buy Sell Agreement](https://trustcounsel.com/2015/02/why-multi-member-llcs-must-adopt-a-buy-sell-agreement/) - Members of a multi-member LLC who do not sign a Buy Sell Agreement are stuck with each other FOREVER unless they can agree on how to split the LLC (when they usually cannot agree on anything else) or a judge will have to do it for them. The purpose of a Buy Sell Agreement is
- [Robin Williams' Family Fight Over Personal Property is Not So Funny](https://trustcounsel.com/2015/02/robin-williams-family-fight-over-personal-property-is-not-so-funny/) - Robin Williams’ wife Susan has gone to court over personal items she says were taken from the couple’s Tiburon, California, home without her permission. Williams’ children say their father set up a trust that bequeathed the items to them and that his wife of three years is acting against his wishes. Could this have been
- [The Basic Estate Planning Task EVERY Adult Needs to Review Today](https://trustcounsel.com/2015/02/the-basic-estate-planning-task-every-adult-needs-to-review-today/) - With the federal estate tax exemption at $5.43 million for 2015, many people think estate planning is unnecessary. But there’s one thing ALL adults over the age of 18 need to look at, regardless of estate taxes: beneficiary designations. You would be amazed at how many people neglect this simple step, and their heirs and
- [Shift Taxes to Someone Else](https://trustcounsel.com/2015/02/shift-taxes-to-someone-else/) - Shifting income is a time-honored tactic of the wealthy to save taxes. Income is "shifted" or moved to a family member in a lower tax bracket. Historically, shifting was done by moving money-making assets to a company or trust "owned" by the kids. Years ago Congress decided that the kiddies shouldn't be letting daddy
- [Bobby Brown May Get Some of Whitney's $20M After All](https://trustcounsel.com/2015/02/booby-brown-may-get-some-of-whitneys-20m-after-all/) - Whitney Houston was found dead in the tub three years ago. Now her 21-year-old daughter might be on life support for the rest of her life in the wake of a similar accident. With mom gone and the boyfriend (husband?) Nick Gordon persona non grata, responsibility for deciding when it's time to discontinue treatment
- [Help for Dealing With a Parent's Dementia Diagnosis](https://trustcounsel.com/2015/02/help-for-dealing-with-a-parents-dementia-diagnosis/) - Alzheimer’s Disease is in the news again thanks to Academy Award winner Julianne Moore’s performance in the movie Still Alice, where she portrays a college professor diagnosed with early onset Alzheimer’s and movingly portrays the effect it has on her family. According to the Alzheimer’s Association, someone in the U.S. is diagnosed with Alzheimer’s every
- [No More Reasons for Delay in Implementing These 5 Estate Planning Essentials](https://trustcounsel.com/2015/02/no-more-reasons-for-delay-in-implementing-these-5-estate-planning-essentials/) - Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold, even though estate and gift tax planning is only a teeny tiny piece of estate planning. Now that the clouds have lifted and Congress has given us clarity, there is simply no reason
- [Protecting Your Family When It Matters Most](https://trustcounsel.com/2015/03/protecting-your-family-when-it-matters-most/) - A drama currently playing out in a French courtroom demonstrates that any elderly person can fall victim to financial abuse, even the second wealthiest woman in the world. Lilliane Bettencourt, 92, is heiress to the L’Oreal cosmetics fortune, and Forbes has estimated her worth at $40 billion. According to a recent New York Times story,
- [Asset Protection: When a Will Won't Work](https://trustcounsel.com/2015/03/asset-protection-when-a-will-wont-work/) - One of the most prevalent misconceptions when it comes to estate planning is that if you have a will, it will take care of everything that needs to happen after you die in terms of your assets. But before you leave everything to just a will, consider these circumstances where a will simply doesn’t work:
- [What Women Need to Know About Estate Planning](https://trustcounsel.com/2015/03/what-women-need-to-know-about-estate-planning/) - Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a few reasons why it is important for you to know the following about estate planning: Minor children can be legally protected with a
- [Succession Planning for the Family Business](https://trustcounsel.com/2015/03/succession-planning-for-the-family-business-2/) - We know that building a thriving family business takes a lot of hard work, and to ensure the business continues to thrive, it takes foresight and planning. When business owners are preparing to transition the business to the next generation of leadership, it is critical to have a well-considered succession plan to guide them. To
- [Who Control's Marilyn's Estate?](https://trustcounsel.com/2015/03/who-controls-marilyns-estate/) - Marilyn Monroe, a global symbol of beauty, glamour and sex, died on Aug. 5, 1962 of an overdose. Fifty years later, she's still in style - and making more money than ever. Monroe's come-hither expression is emblazoned on posters, T-shirts and refrigerator magnets. She's become a multimillion-dollar brand, but that may never have happened if
- [The Pros and Cons of Prenuptial Agreements](https://trustcounsel.com/2015/03/the-pros-and-cons-of-prenuptial-agreements/) - Americans today are getting married later in life. Currently, the average age of a first marriage is 27 for women and 29 for men -- an increase of four years for women and three years for men in just the last 25 years. So it may not be so surprising that more well-established brides and
- [Unintended Consequences From the Case of the Missing Will](https://trustcounsel.com/2015/03/unintended-consequences-from-the-case-of-the-missing-will/) - Even the best intentions can have unintended consequences when it comes to estate planning. A case now winding its way through the New York appellate court system provides a cautionary tale when it comes to the safekeeping of your estate planning documents. According to a recent news report, Robyn Lewis and James Simmons divorced in
- [The Importance of Providing for Incapacity in Your Estate Plan](https://trustcounsel.com/2015/03/the-importance-of-providing-for-incapacity-in-your-estate-plan/) - Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume responsibility for the property or the personal welfare of an adult – and keeping your family out of Court can be accomplished by making plans for incapacity in your estate plan. The most common ways to avoid
- [10 Items That Should Be Evaluated During an Estate Plan Review](https://trustcounsel.com/2015/04/10-items-that-should-be-evaluated-during-an-estate-plan-review/) - Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning attorney every few years to ensure that the goals you set in making your plan are still valid. When reviewing your estate plan, keep these things in mind: Your estate plan only works if your assets are owned properly
- [A Duty Checklist for Trustees of a Trust](https://trustcounsel.com/2015/04/a-duty-checklist-for-trustees-of-a-trust/) - It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and you no doubt want to do the best possible job. Here are 10 things to do when you are appointed trustee of a trust: Read the trust document, which sets
- [Debunking 4 Common Myths About Gift Taxes](https://trustcounsel.com/2015/04/debunking-4-common-myths-about-gift-taxes/) - April 15 is not only the deadline for filing your state and federal income tax returns, but also the deadline for filing gift tax returns via IRS Form 709. Many people are confused about the subject of gift taxes. While only two states -- Connecticut and Minnesota -- have a state gift tax, there is
- [Family Loans Must Be Made Properly to Avoid Tax Repercussions](https://trustcounsel.com/2015/04/family-loans-must-be-made-properly-to-avoid-tax-repercussions/) - The recession made many parents and grandparents into personal bankers, making loans to strapped children or grandchildren to help them cope with unemployment or other financial misfortune. However, family loans need to be prepared properly to avoid tax repercussions. Here are some tips on how to do that: Put loan terms in writing – the
- [5 Things You Need to Know Before You Name Beneficiaries](https://trustcounsel.com/2015/04/5-things-you-need-to-know-before-you-name-beneficiaries/) - Once you have chosen the people you want to receive any of your assets -- either from a will, a trust, a life insurance policy or a retirement or bank account -- the way you designate how they will inherit should be a key consideration. Here are five things you need to know before you
- [What Families Need to Know About Debt After Death](https://trustcounsel.com/2015/04/what-families-need-to-know-about-debt-after-death/) - The poverty rate among seniors is rising, giving rise to the question of whether or not it is possible to inherit debt. In general, when a loved one passes, his or her debts fall to the estate to be paid. However, in situations where debt is shared -- for example, jointly owned credit cards or
- [What the Hell is "Charging Order" Protection?](https://trustcounsel.com/2015/04/what-the-hell-is-charging-order-protection/) - My friend Marty, a very sassy CPA friend of mine once said to me that "LLC" stood for "Lawyer's Likely Choice." At first I laughed at his teasing remark but he was actually right. In terms of new formations, the Limited Liability Company is the new King. The former King, the corporation, has definitely been
- [Remember the "Joe Robbie" Stadium?](https://trustcounsel.com/2015/04/remember-the-joe-robbie-stadium/) - Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business acumen, made poor decisions when it came to planning his own estate. He was founder of the Miami Dolphins football team, but in the end, his team, and the stadium
- [How to Fund Your Trust to Avoid Probate](https://trustcounsel.com/2015/04/how-to-fund-your-trust-to-avoid-probate/) - A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all your assets. Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if you’ve worked with any law office other than ours, you need

## Pages

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- [Tanya Vega](https://trustcounsel.com/tanya-vega/) - Tanya Vega, Esq. Bars and Courts State of Florida 2007 Education J.D., Nova Southeastern University Shepard Broad Law Center (2007) Associate Managing Editor, ILSA Journal of International and Comparative LawB.A. in Political Science, University of Florida (2003) Member, Hispanic Students Association Licenses Member, Florida Bar AssociationMember, Real Property, Probate and Trust Law Section of the
- [Our People](https://trustcounsel.com/our-people/) - Get to know the attorneys and legal professionals at Trust Counsel. Our experienced team is dedicated to estate planning, probate, and client-focused solutions.
- [Blended Family and Surviving Spouse](https://trustcounsel.com/blended-family-estate-planning-miami/) - Blended family, second marriage, and surviving spouse estate planning for Miami HNI families. QTIPs, credit shelter trusts, QDOTs for non-citizen spouses, Florida homestead.
- [Family Wealth Program](https://trustcounsel.com/family-wealth-program/) - The Family Wealth Program | Trust Counsel, P.L. Trust Counsel Estate Planning · Probate · Guardianship · Litigation The Family Wealth Program A plan built once. A relationship maintained for decades. Trust Counsel offers two products to estate planning families: a signature engagement that builds your plan in six weeks at a fixed price, and
- [Alexander-Rodriguez](https://trustcounsel.com/alexander-rodriguez/) - Alexander Rodriguez, Esq. Bars and Courts Florida State Bar Licenses Florida Notary Alexander Rodriguez, Esq. Mr. Rodriguez is a partner who focuses the majority of his practice in the areas of civil and commercial litigation, with an emphasis on business, corporate and real estate litigation, fraud-based claims, contractual disputes, and commercial mortgage foreclosure actions..Mr. Rodriguez
- [Angel Valverde](https://trustcounsel.com/angel-valverde/) - Angel Valverde, Esq. Bars and Courts Florida State Bar Education Juris Doctor (J.D.) – Nova Southeastern University, Shepard Broad College of Law, Fort Lauderdale, Florida (2008)Master of Laws (LL.M.) in Comparative Law – University of Miami School of Law, Miami, Florida (2005)Specialization in Corporate Law – Universidad Metropolitana, Caracas, Venezuela (2004)Abogado Degree (Law Degree) –
- [Ranko-Princip](https://trustcounsel.com/ranko-princip/) - Ranko Princip, Esq. Bars and Courts Florida State Bar Education Master of Laws (LL.M.) in Taxation, Tax Law/TaxationUniversity of Florida1995-1996Master of Business Administration (MBA), Accounting and FinanceTulane University – A.B. Freeman School of Business1993-1995 Licenses Florida Notary Ranko Princip, Esq. Ranko Princip, CPA, MBA, LLM in Tax, is a tax director of Princip, LLC, a
- [Kristina Wilson](https://trustcounsel.com/kristina-wilson/) - Kristina Wilson, Esq. Practice Areas Corporate and Business Law Bars and Courts Florida State BarNew York State BarWashington, D.C. State BarTexas State Bar Education – Nova Southeastern University, Shepard Broad Law Center, Ft. Lauderdale, FL – Juris Doctorate, Dean’s List, Concentration: International Law– University of Miami School of Business, Coral Gables, FL – Master of
- [Joshua-Levine](https://trustcounsel.com/joshua-levine/) - Joshua Levine, Esq. Bar Admissions Florida State Bar Court Admissions U.S. Court of Appeals for the Eleventh Circuit U.S.District Ct., Southern District of Florida U.S. District Ct.,Middle District of Florida Education University of Miami School of Law, J.D. 2011University of Central Florida, B.A. 2006 Joshua Levine, Esq. Josh Levine is a seasoned litigation attorney, with
- [Francoise Blanco](https://trustcounsel.com/francoise-blanco/) - Francoise Blanco, Esq. Bars and Courts Florida State BarU.S. Tax Court U.S. District Court for the Southern District of Florida Education University of Florida Levin College of Law, LL.M. Taxation St. Thomas University College of Law, J.D. cum laude Florida International University, B.S. Finance cum laude Francoise Blanco, Esq. Francoise J. Blanco advises high net worth foreign and
- [Manuel Rodriguez](https://trustcounsel.com/manuel-rodriguez/) - Manuel Rodriguez, Esq. CPA. Practice Areas Business LitigationSecurities LitigationClass Action/MassTorts: PlaintiffTax: BusinessEstate & Trust LitigationClosely Held Business Education University of Miami, School of Law(J.D., 2002); Order of the CoifUniversity of Miami, BS in Accounting, (1986); Cum Laude Professional Licenses Admitted to the Bar in State of FloridaU.S. District Court for the Southern District of FloridaCertified
- [Careers](https://trustcounsel.com/careers/) - We believe in what we do At Trust Counsel, we’re more than lawyers. We’re a team dedicated to protecting families, legacies, and futures. With a 98% success rate built on expertise and compassion, we’re just getting started. As we grow, we’re looking for passionate professionals ready to make a real impact in estate planning, probate,
- [Cristobal Padron](https://trustcounsel.com/cristobal-padron/) - Meet Cristobal Padron, a dedicated Miami attorney with over 13 years of experience specializing in civil litigation, family law, and federal court cases.
- [Our Firm](https://trustcounsel.com/our-firm/) - Learn about Trust Counsel’s mission-driven team of estate planning and probate attorneys serving families and professionals across Coral Gables and beyond.
- [Javier Peñarredonda](https://trustcounsel.com/javier-penarredonda/) - Javier Peñarredonda, Esq. Bars and Courts Florida State Bar Education JD, Nova Southeastern University Shepard Broad College of Law Licenses Florida Notary Javier Peñarredonda, Esq. Javier Peñarredonda is an Estate and Civil Litigation Attorney who represents clients in estate administration, contested probate proceedings, and guardianship cases. He brings a sharp, aggressive approach to courtroom advocacy
- [Charitable and Legacy Planning](https://trustcounsel.com/charitable-planning-miami/) - Charitable and legacy planning for Miami HNI donors. CRUTs, CRATs, CLATs, private foundations, donor-advised fund coordination. Bilingual private client firm. Coral Gables.
- [Business and Real Estate Succession](https://trustcounsel.com/business-succession-miami/) - Business and real estate succession planning for Miami founders, operators, and sponsors with $5M–$250M+ in closely held value. IDGT sales, GRATs, dynasty trusts, FLPs.
- [Asset Protection](https://trustcounsel.com/florida-asset-protection/) - Asset protection planning for Miami physicians, business owners, real estate sponsors, and HNI families. DAPTs, BDITs, offshore trusts, Florida homestead and entity structuring. Bilingual.
- [Estate Tax Reduction for Taxable Estates](https://trustcounsel.com/miami-estate-tax-planning/) - Estate tax planning for Miami families with $7M+ taxable estates. SLATs, GRATs, IDGTs, QPRTs, dynasty trusts. Bilingual private client firm with fixed-scope engagements. Coral Gables.
- [Business Succession Planning](https://trustcounsel.com/business-succession-planning/) - Secure your business legacy. We help with business succession planning, estate strategies & ownership transfer for small & family-owned businesses.
- [Careers old](https://trustcounsel.com/careers-old/) - We believe in what we do At Trust Counsel, we’re more than lawyers. We’re a team dedicated to protecting families, legacies, and futures. With a 98% success rate built on expertise and compassion, we’re just getting started. As we grow, we’re looking for passionate professionals ready to make a real impact in estate planning, probate,
- [Probate Paralegal](https://trustcounsel.com/probate-paralegal/) - Now Hiring Probate Paralegal Now Hiring Probate Paralegal Now Hiring Probate Paralegal Description**This is NOT an entry-level position. You MUST have prior Trusts & Estates experience as a paralegal.Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Do you exemplify our core values: Hungry, Scrappy, Smart, Anti-Fragile,
- [Probate Trust Administration](https://trustcounsel.com/probate-trust-administration/) - Navigate probate and trust administration with ease. Our Miami attorneys handle court filings, asset transfers, and trustee guidance with clarity and care.
- [Estate Disputes & Litigation](https://trustcounsel.com/estate-disputes-litigation/) - Estate Disputes & Litigation in Coral Gables When family disagreements, contested wills, or trust conflicts arise, your loved one’s legacy—and your family’s peace—can be at risk.At Trust Counsel, our estate dispute and litigation team in Coral Gables helps families navigate contested estates, will challenges, and trust conflicts with clarity, strategy, and confidence. Schedule a Consultation
- [Fiduciary Litigation](https://trustcounsel.com/fiduciary-litigation/) - Fiduciary Litigation Services in Coral Gables When trustees, executors, or agents breach their duties, your family deserves accountability and protection.At Trust Counsel, our fiduciary litigation team in Coral Gables helps beneficiaries, heirs, and family members resolve disputes involving trusts, estates, and fiduciary misconduct with clarity, strategy, and confidence. Schedule a Consultation Fiduciary Litigation Services in
- [Trust Administration](https://trustcounsel.com/trust-administration/) - Trust Administration Services in Coral Gables Managing a trust after a loved one passes can feel overwhelming — but you don’t have to navigate it alone.At Trust Counsel, our Coral Gables trust administration team helps trustees and families manage, protect, and distribute trust assets with clarity, precision, and confidence. Schedule a Consultation Trust Administration Services
- [Price Shopper](https://trustcounsel.com/price-shopper/) - Price is easy. Consequences are expensive. Use our 60 second checklist, then choose the simplest plan that actually protects your spouse and assets.
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- [Estate Tax](https://trustcounsel.com/estate-tax/) - Trust Counsel helps Coral Gables families with estate tax compliance, Form 706, valuations, and foreign assets—accurate, calm, and on time.
- [Estate Tax Planning](https://trustcounsel.com/estate-tax-planning/) - Minimize estate taxes and protect your legacy. Trust Counsel helps Florida families pass on wealth tax-efficiently with advanced estate planning strategies.
- [New Probate](https://trustcounsel.com/new-probate/) - Probate & Trust Litigation Attorneys in Coral Gables Strategic representation for complex estate, inheritance, and fiduciary disputes. At Trust Counsel We protect your rights and your family’s legacy. Schedule a Free Consultation Practice Areas At Trust Counsel, we represent trustees, personal representatives, beneficiaries, heirs, and families across Coral Gables, Miami, and throughout Florida in complex
- [Woman in Business](https://trustcounsel.com/woman-in-business/) - CALL US (305) 709-5338 The Ultimate Backup Kit for Florida Women in Business A simple checklist to lock in control, reduce risk, and keep your business and family safe when life gets messy. Get the free kit What you get • A 15 minute checklist for legal and money protections • A 48 hour continuity
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- [The Sandwich Generation](https://trustcounsel.com/the-sandwich-generation/) - CALL US (305) 709-5338 Overwhelmed by Caring for Kids and Aging Parents? You're not alone! The Sandwich Generation faces unique estate planning challengesLet us help you protect your family's future!Are You Part of the Sandwich Generation?Balancing the needs of kids and aging parents can feel overwhelming. Uncover actionable steps to protect your family’s futureDownload the
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- [Estate Planning Paralegal Case Manager](https://trustcounsel.com/estate-planning-paralegal-case-manager/) - Now Hiring Estate Planning Paralegal Case Manager Now Hiring Estate Planning Paralegal Case Manager Now Hiring Estate Planning Paralegal Case Manager Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Are you an uber-friendly, sharp, presentable, and confident Paralegal with Estate Planning Experience? Are you Hungry, Scrappy,
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- [In-house Sales Representative](https://trustcounsel.com/in-house-sales-representative/) - Now Hiring In-house Sales Representative Now Hiring In-house Sales Representative Now Hiring In-house Sales Representative We are looking for a dynamic individual with a blend of intelligence, creativity, empathy, and compassion to effectively communicate the value of our services to potential clients and elevate our overall client journey. Collaborating closely with our team, you will
- [Probate Litigation Paralegal](https://trustcounsel.com/probate-litigation-paralegal/) - Now Hiring Probate Litigation Paralegal Now Hiring Probate Litigation Paralegal Now Hiring Probate Litigation Paralegal ** Must have Previous Probate Administration & Litigation Experience. Do not apply if you have only been a paralegal for another area of law.** This is NOT a remote position. Please do NOT apply if you do not reside in
- [Estate Planning Client Case Manager](https://trustcounsel.com/estate-planning-client-case-manager/) - Now Hiring Estate Planning Client Case Manager Now Hiring Estate Planning Client Case Manager Now Hiring Estate Planning Client Case Manager **Please read the job description and complete the steps below.**Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Are you an uber-friendly, sharp, presentable, and confident
- [Estate Planning Paralegal](https://trustcounsel.com/estate-planning-paralegal/) - Now Hiring Estate Planning Paralegal Now Hiring Estate Planning Paralegal Now Hiring Estate Planning Paralegal This is a full-time, in-office position. Office is in Coral Gables, FL.Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Are you an uber-friendly, sharp, presentable, and confident Paralegal with Estate Planning
- [Law Clerk](https://trustcounsel.com/law-clerk/) - Now Hiring Law Clerk Now Hiring Law Clerk Now Hiring Law Clerk For this Law Clerk position, YOU MUST BE CURRENTLY ENROLLED IN A LAW SCHOOL and have at least completed your 1L year.This is an IN-PERSON position in our Coral Gables Office. This is NOT a work from home position.Are you ready to get
- [Experienced Estate Planning Attorney](https://trustcounsel.com/experienced-estate-planning-attorney/) - Now Hiring Experienced Estate Planning Attorney Now Hiring Experienced Estate Planning Attorney Now Hiring Experienced Estate Planning Attorney DescriptionMUST HAVE PRIOR EXPERIENCE WORKING WITH SOPHISTICATED TRUSTS AND ESTATE PLANNING MATTERS.Compensation:$120,000-$140,000 (Depending on Skills, BOB, etc) plus Origination and Full Benefits.Are you ready to take your career to the next level with a dynamic, purpose-driven law
- [Getting Started - Schedule Online](https://trustcounsel.com/schedule-online/) - Schedule Online Schedule Online Congratulations. I’m assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.Book A Free Strategy Call with Our Team To Learn More! Book now! Congratulations. I’m assuming you made it to this
- [Who You Are – Families](https://trustcounsel.com/who-you-are-families/) - Helping Miami families protect what matters most with estate planning, guardianship guidance, and wealth transfer strategies tailored to your unique needs.
- [Summer Internship Program](https://trustcounsel.com/summer-internship-program/) - Meet the 2025 summer interns at Trust Counsel and explore how they’re gaining real-world experience in estate planning and probate law.
- [Corporate Transparency Act Reporting](https://trustcounsel.com/corporate-transparency-act-reporting/) - Now is the opportune moment to prioritize the Corporate Transparency Act! Take advantage of our expertise as we guide you through the process of filing your Beneficial Ownership Report. Now is the opportune moment to prioritize the Corporate Transparency Act! Take advantage of our expertise as we guide you through the process of filing your
- [International Estate & Tax Planning](https://trustcounsel.com/international-estate-tax-planning/) - International Estate & Tax Planning International Estate & Tax Planning We can assist you with: We can assist you with: Pre-Immigration Tax Planning Tax Planning for Foreign Nationals/ Non-Residents Doing Business in the US Tax Planning for Foreign National/ Non-Resident Real Estate Investors (“Inbound Planning”) Family Office Advisory Services Foreign Tax Compliance Services Tax Planning
- [Trusts and Estates Planning](https://trustcounsel.com/trusts-and-estates-planning/) - Protect your family with a Florida estate plan that works. Trust Counsel helps you avoid probate, minimize taxes, and ensure your legacy is passed on smoothly.
- [Guardianship Litigation & Administration](https://trustcounsel.com/guardianship-litigation-administration/) - Florida Guardianship Litigation & Administration When a loved one can’t protect themselves, you need to. We’ll help you do it legally, compassionately, and correctly.Whether you’re seeking guardianship for an elderly parent, protecting a special needs child, or fighting against financial abuse. We’re here to guide you through it. Florida Guardianship Litigation & Administration When a
- [Probate & Estate Litigation](https://trustcounsel.com/probate-estate-litigation/) - Suspect fraud, undue influence, or misconduct? Trust Counsel fights to protect your inheritance and uncover the truth. Speak with a probate litigation attorney.
- [Asset Protection & Wealth Preservation](https://trustcounsel.com/asset-protection-wealth-preservation/) - Protect assets from lawsuits, creditors, and risks. Trust Counsel helps high-net-worth families and business owners preserve wealth with legal strategies.
- [Asset Protection](https://trustcounsel.com/businesses/) - Advice and Planning for the Business Your Family Depends On We plan for your business far differently than other lawyers and law firms. Advice and Planning for the Business​ Your Family Depends On We plan for your business far differently than other lawyers and law firms. Business guidance begins with either a LIFT Start-Up Session (if you
- [Jimena Romero](https://trustcounsel.com/jimena-romero/) - Education St. Thomas University College of Law Jimena Romero Linkedin Law Clerk, Probate Dept. Maria Jimena Romero, is a rising 2L at St. Thomas University College of Law. Originally from Cuba, Jimena has long dreamed of becoming an attorney—a goal that took root in childhood and grew stronger during her years working as a paralegal
- [Carlos Machado](https://trustcounsel.com/carlos-machado/) - Education FIU College of law Carlos Machado Linkedin Law Clerk, Estate Planning Dept. Carlos Machado is a rising 3L at FIU College of Law. Before law school, Carlos became interested in the legal profession while working as an administrative clerk at a real estate law firm. During his time at Trust Counsel, he is looking
- [Eugenia Ruiz](https://trustcounsel.com/eugenia-ruiz/) - Education FIU College Law Eugenia Ruiz Linkedin Law Clerk, Estate Planning Dept. Eugenia Ruiz is a rising 3L at FIU Law with a strong interest in transactional law. She enjoys working in the areas of corporate law and trusts and estates, and is also drawn to sports and entertainment law—particularly where these fields intersect with
- [Susan Fajardo](https://trustcounsel.com/susan-fajardo/) - Education Barry University School of Law Susan Fajardo Linkedin Law Clerk, Probate Dept. Susan Fajardo is a rising 2L at Barry University School of Law with a strong passion for estate planning and probate. She is driven by the desire to become a trusted attorney that families can rely on during some of the most
- [Julian Ramirez](https://trustcounsel.com/julian-ramirez/) - Education University of South Florida Julian Ramirez Linkedin Summer Legal Intern Julian Ramirez is an undergraduate junior at the University of South Florida. He enjoys golfing, freshwater fishing, and running, and is currently training to run the Miami Marathon in early February.Julian is passionate about pursuing a career in law, driven by his interest in
- [Taylor Perez](https://trustcounsel.com/taylor-perez/) - Education FIU Honors College Taylor Perez Linkedin Summer Legal Intern Taylor Perez is a junior at the FIU Honors College, pursuing a bachelor’s degree in political science with a minor in criminal justice, following the pre-law track. She has been passionate about the legal field since middle school, with a particular interest in litigation.This summer,
- [How We Work](https://trustcounsel.com/how-we-work/) - Discover how estate planning works at Trust Counsel. Select from 3 levels, know your flat fee upfront, and protect your legacy with ongoing legal support.
- [Who You Are – Administrators](https://trustcounsel.com/who-you-are-administrators/) - Named a trustee or executor in Florida? Trust Counsel helps you fulfill duties, avoid liability, and administer estates with clarity and confidence.
- [Who You Are - Businesses](https://trustcounsel.com/who-you-are-businesses/) - Legal support for Miami business owners. Protect assets, plan succession, and prevent legal risks with a tailored Asset Protection Strategy Session.
- [Asset Protection](https://trustcounsel.com/asset-protection-wealth/) - Trust Counsel’s asset protection services secure your wealth with domestic and offshore strategies. Protect your assets from lawsuits and creditors.
- [Estate Planning](https://trustcounsel.com/estate-planning/) - Protect your legacy with expert estate planning by Trust Counsel. Ensure your assets go to the right hands—don't let the government decide for you.
- [Getting Started - Why Work With Us](https://trustcounsel.com/why-work-with-us/) - Why Work With Us Putting You At The Center Of Your Planning Why Work With Us Putting You At The Center Of Your Planning Before Hiring an Estate Planning Attorney, Understand The Difference Many estate planning attorneys take a “one-size-fits-all” approach with their clients. They do this so that they can work with as many
- [Planning through life events](https://trustcounsel.com/planning-through-life-events/) - CALL US (305) 709-5338 Major Life Events Call for Smart Legal Planning!Ensure you plan, protect, and provide for yourself and your loved ones through every milestone.Start Securing Your Future Today!Starting a Business or Leveling Up in Your Career?Smart legal planning ensures you Plan, Protect, and Provide for your future success. Download Our Free Resource to
- [Leslie V. Marenco](https://trustcounsel.com/leslie-v-marenco/) - Leslie V. Marenco, Esq. Practice Areas Estate PlanningAsset ProtectionCorporate Transactions Bar Admissions State of FloridaU.S. District Court for the Southern District of FloridaUS Patent & Trademark Office, Registration No. 62,918 Education Florida International University, School of Law (J.D., 2009)Board of Advocates,Phi Delta Phi Honors Law Fraternity,University of Florida/FIU, B.S. in Civil Engineering, (2004) Cum Laude;Chi
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- [FAQs - Trust Funding](https://trustcounsel.com/faqs-trust-funding/) - Frequently Asked Questions – Trust Funding Frequently Asked Questions – Trust Funding What Does It Mean to “Fund” your Trust? The main purpose of having any type of trust is to govern the administration of the property that is in the trust (including the property that will be in it eventually). Because the trust only
- [Glossary](https://trustcounsel.com/glossary-new/) - Glossary of Estate Planning Terms Glossary of Estate Planning Terms A-B Trusts The two “sub-trusts” created when a person dies, one of which – the “A” Trust – will be maintained for the benefit of the surviving spouse – and the other of which – the “B” Trust – will contain assets of a value
- [Getting Started - How To Start](https://trustcounsel.com/how-to-start/) - How To Get Started It’s Easier Than You Think How To Get Started It’s Easier Than You Think Giving Your Family The Protection They Deserve By now you have seen that we are different than your typical lawyer and because you love your family and want to keep them out of court and out of
- [Wills, Trusts & Estate Planning](https://trustcounsel.com/wills-trusts-estate-planning/) - Wills, Trusts, and Estate Planning Wills, Trusts, and Estate Planning Estate planning serves many purposes: which of them works best for your family? Estate planning serves many purposes: which of them works best for your family? Estate Planning for Parents with Young Children (Kids Protection Planning) Foundational Estate Planning for Everyone Estate Planning for Modern
- [Probate Administration, Litigation & Guardianships](https://trustcounsel.com/probate-administration-litigation-guardianships/) - Probate Administration, Litigation & Guardianships Probate Administration, Litigation & Guardianships We can assist you with: We can assist you with: Probate Administration (Summary and Formal Administration) Probate and Trust Litigation International & Domestic Probate Administration Guardianship for an Incapacitated Loved One 70 YEARS OF COMBINED EXPERTISE IN OUR SPECIALIZATION Probate in South Florida is a
- [FAQ](https://trustcounsel.com/faq/) - Frequently Asked Questions Frequently Asked Questions 1. What can estate planning do to help my family once I pass? In addition to avoiding the fees and stress of probate, an estate plan can ensure that your family is aware of all your assets. If your family does not know about an asset, they cannot probate
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