Family - Estate Planning & Probate Attorneys

Bruce Willis Sells $65M In Property and Life with Frontotemporal Dementia

by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Health Care Directive, Real Property / Real Estate, Retirement

Strategic Real Estate Shifts: Preparing for Life’s Changes In anticipation of his health decline, Bruce Willis strategically offloaded nearly $65 million worth of luxury properties, a move that insiders say reflects a deliberate preparation for a shift in...

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s...

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

by Trust Counsel | Nov 17, 2023 | Articles, Asset Protection, Family, Financial, IRAs / 401(k), Retirement, Special Needs Planning, Uncategorized, Wills

This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family. Read more… What You Must Know About Your Right to Your Spouse’s Retirement...

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

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...

Legends Never Fade: Tina Turner’s Estate Planning Encore

by Trust Counsel | Jun 1, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Estate Tax, Family, Inheritance, Trusts

On May 24th, 2023, we sadly lost one of the most influential figures in rock and roll history. Overtaking the charts with her raspy voice, fiery personality, and experimental music, Tina Turner died as a true legend in the industry—a pioneer of modern music and...