by Trust Counsel | May 17, 2024 | Asset Protection, Business Succession, Estate Planning, Family, Financial, Guardianship, High Net Worth, Incapacity, Inheritance, Wills
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series,...
by Trust Counsel | May 10, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance
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...
by Trust Counsel | May 3, 2024 | Articles, Asset Protection, Estate Planning, Family, Guardianship, Inheritance
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of the two things we all have in common. So, as Mother’s Day...
by Trust Counsel | Apr 19, 2024 | Articles, Asset Protection, Estate Planning, Family, High Net Worth, Inheritance, Intellectual Property
When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to transforming accounts into places for mourning and memory. Understanding these options is...
by Trust Counsel | Apr 10, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Guardianship, High Net Worth, Inheritance
As we journey through life, our priorities, responsibilities, and goals evolve with each passing decade. Estate planning, too, takes on different dimensions as we navigate the various stages of adulthood. From laying the groundwork for our financial future in our...
