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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
A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love

A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love

by Trust Counsel | May 2, 2025 | Articles, Estate Planning

When we think about Mother’s Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was a way for mom to express her love and care that extends far beyond their lifetime? This is where thoughtful estate planning...
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

by Trust Counsel | Apr 25, 2025 | Articles, Estate Tax

Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That’s the reality many American families face when thinking about the...
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

by Trust Counsel | Apr 21, 2025 | Articles, Estate Planning, Guardianship

1) Thinking a Will is Enough A will is essential, but it only kicks in *after* you’re gone. It doesn’t cover situations like sudden illness or incapacity. You need separate guardianship documents specifically designed to address these “what if”...
The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

by Trust Counsel | Apr 11, 2025 | Estate Planning

Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a decade fighting to recover a discarded hard drive...
Estate Planning Lessons from Influential Women – A Tribute for Women’s History Month

Estate Planning Lessons from Influential Women – A Tribute for Women’s History Month

by Trust Counsel | Mar 14, 2025 | Articles, Celebrity Estates

March is Women’s History Month, a time to celebrate the achievements of trailblazing women who changed the world. But their impact doesn’t stop at their careers—their estate planning decisions (or lack thereof) also offer powerful lessons about protecting wealth,...
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