by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills
As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or...
by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Estate Tax, Probate, Retirement
Tom Carvel, the father of soft-serve ice cream, provided us with generations of creamy, ice-cold delights while also being the mastermind behind the franchise system in the United States. It all started back in 1934 when Tom’s ice cream truck got a flat tire on...
by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Trusts, Wills
Jeffrey Epstein’s signing of a Will two days before his suicide leaves many legal issues that I hypothesize will take more than a decade to decide. By creating a “pour-over Will” into a trust he created, we know that he has planned for privacy regarding who are his...
by Trust Counsel | Nov 3, 2023 | Articles, Asset Protection, Business/ Corporate Law, Case Law, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Income Tax, IRS, Newsletters, Trusts, Uncategorized, Wills
This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more… Transition to Adulthood:...
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...
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