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 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 | May 30, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Trusts, Wills
Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and...
by Trust Counsel | May 25, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, Inheritance, Kids Protection Planning, Trusts, Wills
Last weekend, Netflix released “Anna Nicole Smith: You Don’t Know Me,” a captivating new documentary that pulls the model, actress, and ’90s tabloid sensation back into the spotlight and, for our purposes, offers us a glimpse into her...
by Trust Counsel | May 19, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Incapacity, Inheritance, Kids Protection Planning, Trusts, Wills
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...
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