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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
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,...
Common Estate Planning Mistakes: Lessons from 5 Loving Fathers

Common Estate Planning Mistakes: Lessons from 5 Loving Fathers

by Trust Counsel | Jun 12, 2024 | Articles, Celebrity Estates, Estate Planning, Family, High Net Worth, Inheritance, Kids Protection Planning, Trusts, Wills

As Father’s Day approaches, we reflect on the importance of protecting all assets through careful estate planning. Today, we delve into the stories of five legendary fathers: Michael Jackson, Heath Ledger, Robin Williams, James Gandolfini, and Philip Seymour...
Father Knows Best: Avoiding Common Estate Planning Pitfalls

Father Knows Best: Avoiding Common Estate Planning Pitfalls

by Trust Counsel | Jun 7, 2024 | Articles, Estate Planning, Family, High Net Worth, Inheritance, Trusts, Wills

If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. So this Father’s...
Crafting a Lasting Legacy with Estate Planning

Crafting a Lasting Legacy with Estate Planning

by Trust Counsel | May 31, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Wills

Legacy isn’t just about money or wealth. As my mentor Ali Katz says: “Legacy is the choices you make now, the actions you take now, the way of being you are now, and the ripple of impact beyond your lifetime.”Legacy includes capturing your life stories, passing on...
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...
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