by Trust Counsel | Mar 1, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Inheritance
14 Ways to Show Your Finances Some Love This Year – Part 2Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:Make a Qualified Charitable Distribution (QCD)Front-load Your 401(k)...
by Trust Counsel | Feb 23, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning
14 Ways to Show Your Finances Some Love This Year – Part 1 Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves...
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 9, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1 and what this means for their ability to protect their wishes through an estate...
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...