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)...
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...
by Trust Counsel | Feb 16, 2024 | Articles, Estate Planning, Family, Guardianship, Inheritance, Kids Protection Planning, Trusts
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to...
by Trust Counsel | Jan 29, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, IRS, Probate, Probate Litigation, Real Property / Real Estate, Trusts, Wills
The Complications Unveiled The passing of renowned actress Anne Heche not only left a void in the entertainment world but also unveiled a complex aftermath of legal battles, highlighting the critical need for meticulous estate planning. In this article, we...
by Trust Counsel | Jan 26, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Wills
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life...
