by Trust Counsel | May 17, 2024 | Asset Protection, Business Succession, Estate Planning, Family, Financial, Guardianship, High Net Worth, Incapacity, Inheritance, Wills
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series,...
by Trust Counsel | May 10, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance
Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. Since May is Older Americans Awareness Month, it’s the perfect opportunity to explore 10 steps you can...
by Trust Counsel | Jan 26, 2024 | Articles, Estate Planning, Family, Guardianship, Health Care Directive, Inheritance, Trusts
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
by Trust Counsel | Nov 17, 2023 | Articles, Asset Protection, Family, Financial, IRAs / 401(k), Retirement, Special Needs Planning, Uncategorized, Wills
This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family. Read more… What You Must Know About Your Right to Your Spouse’s Retirement...
by Leslie Marenco | Jul 30, 2014 | Articles, Case Law, Inheritance, IRAs / 401(k), Non-Probate Asset
It is not often that the Supreme Court provides a clear rule on any aspect of Estate or Financial planning (or even graces our niche with a passing reference), so these occasions call for special attention!! On June 12, 2014, the Supreme Court’s unanimous decision...
