by Trust Counsel | Apr 17, 2024 | Articles, Asset Protection, Family, Financial, High Net Worth, Inheritance
We are in the middle of Financial Literacy Month and I wanted to take the opportunity to chat about something that’s been on my mind lately: the state of financial education in our country. I’ve seen firsthand the impact that a lack of financial knowledge...
by Trust Counsel | Apr 12, 2024 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it’s easy to start dreaming about all the ways you can use it. Financial experts may tell you that it’s a chance to pay off debts, tuck...
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...
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 30, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Trusts, Wills
Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and...
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