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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
Was Shelley Duvall’s 6-Figure Estate Plan Flawless?

Was Shelley Duvall’s 6-Figure Estate Plan Flawless?

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

Shelley Duvall, famed for her chilling portrayal of Wendy Torrance in The Shining, passed away on July 11, 2024, at 75, leaving behind a legacy and a complex estate. Her longtime partner, Dan Gilroy, now finds himself in a legal battle for a share of her six-figure...
How DIY Wills Can Go Wrong: Lessons from a Florida Case

How DIY Wills Can Go Wrong: Lessons from a Florida Case

by Trust Counsel | Oct 18, 2024 | Articles, Asset Protection, Probate

DIY wills are becoming more popular as legal services become easier to access online. But before you turn to an online service—or even a cheap lawyer—there are some critical things you need to know.While these services make legal help more accessible, they can also...
The Legacy of Kate Spade: Estate Planning Lessons from a Fashion Icon

The Legacy of Kate Spade: Estate Planning Lessons from a Fashion Icon

by Trust Counsel | Aug 23, 2024 | Articles, Celebrity Estates

Kate Spade was more than just a name; she was a pioneer in the fashion world, a brand that became synonymous with style and sophistication. However, behind her success story lies a tragic tale that highlights the importance of estate planning. Spade’s untimely...
April Fools! How DIY Wills and Trusts Offer a False Sense of Security

April Fools! How DIY Wills and Trusts Offer a False Sense of Security

by Trust Counsel | Mar 29, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Probate, Retirement, Trusts

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered...
Lessons in Estate Planning From Iconic Women

Lessons in Estate Planning From Iconic Women

by Trust Counsel | Mar 7, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Trusts

On Women’s Day, we memorialize those women who inspired us and paved the way for others. We’ll explore the captivating stories of Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt. And while we can learn a great deal from their...
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