by Trust Counsel | Jul 26, 2024 | Articles, Estate Planning
Estate planning is an ongoing process that requires regular review to ensure your wishes are honored and your assets are protected. However, during an election year, this becomes even more crucial. With the upcoming elections in November, changes in tax policies,...
by Trust Counsel | Jul 4, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Family, High Net Worth, Inheritance, Kids Protection Planning, Trusts, Wills
As you celebrate the Fourth of July and all it represents – freedom, independence, and the pursuit of happiness – take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the event of incapacity. An estate...
by Trust Counsel | Jan 29, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, IRS, Probate, Probate Litigation, Real Property / Real Estate, Trusts, Wills
The Complications Unveiled The passing of renowned actress Anne Heche not only left a void in the entertainment world but also unveiled a complex aftermath of legal battles, highlighting the critical need for meticulous estate planning. In this article, we...
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 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...
