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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
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

by Trust Counsel | Apr 25, 2025 | Articles, Estate Tax

Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That’s the reality many American families face when thinking about the...
Why Estate Planning Is the Best Use of Your Tax Refund

Why Estate Planning Is the Best Use of Your Tax Refund

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...
LIFT Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 2

LIFT Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 2

by Trust Counsel | Oct 27, 2023 | Articles, Estate Planning, Estate Tax, Financial, Income Tax, IRS

Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 2 Last week we looked at four methods you can use to save money on your 2023 business tax return: -Make large purchases for your business before December 31 -Defer business income until...

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