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...
by Trust Counsel | Mar 15, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Financial, High Net Worth, Inheritance, Trusts, Wills
Selecting the individual to lead your business after you step down is a huge decision. It’s not merely about finding someone who mirrors your personality or whom you favor personally. Rather, the crux lies in identifying a successor who possesses the right...
by Trust Counsel | Jan 12, 2024 | Articles, Asset Protection, Business Succession
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...
by Trust Counsel | May 18, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Financial, Incapacity, Trusts
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...
by Trust Counsel | May 16, 2023 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Financial, Incapacity, Inheritance, Trusts, Wills
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...
