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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Administration
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides
Estate Planning: A Gift of Peace and Power for Every Mother

Estate Planning: A Gift of Peace and Power for Every Mother

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...
What Happens To Your Social Media Account When You Die?

What Happens To Your Social Media Account When You Die?

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...
How to Navigate Estate Planning Across the Generations

How to Navigate Estate Planning Across the Generations

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...
14 Ways to Show Your Finances Some Love This Year – Part 2

14 Ways to Show Your Finances Some Love This Year – Part 2

by Trust Counsel | Mar 1, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Inheritance

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)...
14 Ways to Show Your Finances Some Love This Year – Part 1

14 Ways to Show Your Finances Some Love This Year – Part 1

by Trust Counsel | Feb 23, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning

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...
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