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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
Year-End Options for Giving to Charity

Year-End Options for Giving to Charity

by Trust Counsel | Dec 27, 2024 | Articles, Estate Planning

The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a...
Veterans: Honor Your Legacy with Estate Planning – Here’s How

Veterans: Honor Your Legacy with Estate Planning – Here’s How

by Trust Counsel | Nov 11, 2024 | Articles, Estate Planning

Today, on Veterans Day, we honor the men and women who have dedicated themselves to protecting our nation’s freedoms. Your service to our country shows a commitment to safeguarding America’s future. But have you considered the importance of protecting your own...
They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

by Trust Counsel | Jun 14, 2024 | Articles, Estate Planning, Family, High Net Worth, Inheritance, Kids Protection Planning, Trusts, Wills

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 unlike any other adult,...
Estate Planning and Insurance: Why They Go Hand-in-Hand

Estate Planning and Insurance: Why They Go Hand-in-Hand

by Trust Counsel | May 22, 2024 | Articles, Asset Protection, Estate Planning

Estate planning is more than just writing a will or creating a trust. It’s about safeguarding your assets and ensuring that your loved ones are taken care of after you’re gone. While an estate plan lays the groundwork, insurance serves as a vital shield against...
Anne Heche Estate: An Ongoing Legal Quagmire

Anne Heche Estate: An Ongoing Legal Quagmire

by Trust Counsel | May 8, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, High Net Worth, Inheritance

The sudden passing of actress Anne Heche in August 2022 left behind a legacy of film and television work. However, it also led to a complex and contentious legal situation, primarily due to the absence of a will. For a detailed overview of the initial legal...
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