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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
A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love

A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love

by Trust Counsel | May 2, 2025 | Articles, Estate Planning

When we think about Mother’s Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was a way for mom to express her love and care that extends far beyond their lifetime? This is where thoughtful estate planning...
Veterans: Honor Your Legacy with Estate Planning – Here’s How

Veterans: Honor Your Legacy with Estate Planning – Here’s How

by Trust Counsel | Nov 11, 2024 | Articles, Estate Planning

Today, on Veterans Day, we honor the men and women who have dedicated themselves to protecting our nation’s freedoms. Your service to our country shows a commitment to safeguarding America’s future. But have you considered the importance of protecting your own...
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...
Amelia Earhart: Soaring Beyond Limits

Amelia Earhart: Soaring Beyond Limits

by Trust Counsel | Mar 29, 2024 | Articles, Celebrity Estates

In the annals of history, there are few figures as captivating and inspiring as Amelia Earhart. Known for her fearless spirit, unwavering determination, and groundbreaking achievements in aviation, Earhart continues to serve as a beacon of courage and empowerment for...
Avoid These 3 Mistakes When Choosing a Successor for Your Business

Avoid These 3 Mistakes When Choosing a Successor for Your Business

by Trust Counsel | Mar 15, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Financial, High Net Worth, Inheritance, Trusts, Wills

Selecting the individual to lead your business after you step down is a huge decision. It’s not merely about finding someone who mirrors your personality or whom you favor personally. Rather, the crux lies in identifying a successor who possesses the right...
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