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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
Joan Rivers’ Estate: How the Queen of Sass Protected Her Family and Pets

Joan Rivers’ Estate: How the Queen of Sass Protected Her Family and Pets

by Trust Counsel | Sep 18, 2024 | Articles, Celebrity Estates

Joan Rivers, the queen of sass and quick comebacks, didn’t leave anything to chance. When she passed away in 2014 after a routine procedure in New York, it led to a medical malpractice lawsuit against the clinic. But the real twist? Joan’s $150 million estate was no...
Back-to-School Season: Don’t Forget to Update Your Estate Plan

Back-to-School Season: Don’t Forget to Update Your Estate Plan

by Trust Counsel | Aug 30, 2024 | Articles, Estate Planning

As summer college break wraps up and your kids prepare to head back to campus, it’s the perfect time to review and update your estate planning documents.In our previous article, we covered how to navigate your child’s transition to adulthood. Now,...
Should Childless Couples Have a Will? Estate Planning Without Children

Should Childless Couples Have a Will? Estate Planning Without Children

by Trust Counsel | Aug 9, 2024 | Articles, Estate Planning

When we think about estate planning, it’s often about leaving your assets to your children. But what happens when a couple has no children? Childless couples still need to plan carefully to ensure their assets are distributed according to their...
What You Need to Know About the IRS Rule Change in Irrevocable Trusts

What You Need to Know About the IRS Rule Change in Irrevocable Trusts

by Trust Counsel | Jul 31, 2024 | Articles, Estate Planning, Estate Tax, Inheritance, IRS, Trusts, Wills

Estate planning is a critical component of financial security, yet it often involves navigating a maze of tax regulations and legal considerations. One recent change in IRS regulations has significant implications for those using irrevocable trusts as part of their...
Why You Should Update Your Estate Plan During Election Year

Why You Should Update Your Estate Plan During Election Year

by Trust Counsel | Jul 26, 2024 | Articles, Estate Planning

Estate planning is an ongoing process that requires regular review to ensure your wishes are honored and your assets are protected. However, during an election year, this becomes even more crucial. With the upcoming elections in November, changes in tax policies,...
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