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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
They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

by Trust Counsel | Jun 14, 2024 | Articles, Estate Planning, Family, High Net Worth, Inheritance, Kids Protection Planning, Trusts, Wills

When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult,...
Common Estate Planning Mistakes: Lessons from 5 Loving Fathers

Common Estate Planning Mistakes: Lessons from 5 Loving Fathers

by Trust Counsel | Jun 12, 2024 | Articles, Celebrity Estates, Estate Planning, Family, High Net Worth, Inheritance, Kids Protection Planning, Trusts, Wills

As Father’s Day approaches, we reflect on the importance of protecting all assets through careful estate planning. Today, we delve into the stories of five legendary fathers: Michael Jackson, Heath Ledger, Robin Williams, James Gandolfini, and Philip Seymour...
Crafting a Lasting Legacy with Estate Planning

Crafting a Lasting Legacy with Estate Planning

by Trust Counsel | May 31, 2024 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Wills

Legacy isn’t just about money or wealth. As my mentor Ali Katz says: “Legacy is the choices you make now, the actions you take now, the way of being you are now, and the ripple of impact beyond your lifetime.”Legacy includes capturing your life stories, passing on...
Lessons in Estate Planning From Iconic Women

Lessons in Estate Planning From Iconic Women

by Trust Counsel | Mar 7, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Trusts

On Women’s Day, we memorialize those women who inspired us and paved the way for others. We’ll explore the captivating stories of Anna Nicole Smith, Leona Helmsley, Whitney Houston, Amy Winehouse, and Liliane Bettencourt. And while we can learn a great deal from their...
14 Ways to Show Your Finances Some Love This Year – Part 1

14 Ways to Show Your Finances Some Love This Year – Part 1

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...
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