by Trust Counsel | Jun 6, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts
If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and...
by Trust Counsel | May 23, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Kids Protection Planning, Trusts, Wills
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients...
by Trust Counsel | May 19, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Incapacity, Inheritance, Kids Protection Planning, Trusts, Wills
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...
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 4, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Incapacity, Trusts, Wills
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual’s current legal...
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