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Estate Planning I Legacy Trust Counsel, P.A.
  • Legacy Trust Counsel

Everything You Need to Know About Including Digital Assets In Your Estate Plan —Part 2 

Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you…

  • Elena Ortega-Tauler, Esq.
  • April 22, 2024
  • Finances

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you’ll…

  • Elena Ortega-Tauler, Esq.
  • December 9, 2023
  • Children, Legacy Trust Counsel, Parents, Trusts

Transition to Adulthood: What Happens Legally When My Child Turns 18?

Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child’s transition from childhood to adulthood, and with it new responsibilities and rights. From a legal standpoint,…

  • Elena Ortega-Tauler, Esq.
  • November 3, 2023
  • Estate Planning, Finances, Leaving A Legacy, Legacy Trust Counsel, Trusts

3 Red Flags To Watch For When Dealing With Problem Clients

If you’ve ever had clients who were more trouble than they were worth, you know how stressful such toxic relationships can be. Yet, it can be difficult to drop a client, especially if your business is just getting off the…

  • Elena Ortega-Tauler, Esq.
  • March 6, 2022
  • Estate Planning, Leaving A Legacy, Legacy Trust Counsel, Medical & Insurance, Trusts

Protect Your Home, Family, & Assets From The Growing Threat Of Natural Disasters

Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and wildfires in California to hurricanes in Louisiana and tornados in the Midwest, few regions of the…

  • Elena Ortega-Tauler, Esq.
  • March 6, 2022
  • Estate Planning, Leaving A Legacy, Legacy Trust Counsel, Trusts

What To Expect From Your Initial Meeting With Us Your Family Wealth Lawyer®

Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with us, your  Family Wealth Lawyer® is different from meeting with a traditional lawyer.  Here we will explain what’s involved…

  • Elena Ortega-Tauler, Esq.
  • February 27, 2022
  • Estate Planning, Finances, Leaving A Legacy, Legacy Trust Counsel, Spouse: Marriage & Divorce, Trusts

Updating Your Estate Plan For Divorce: 5 Changes To Make

Even if the process is amicable, divorce can be one of life’s most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until it’s too late. After…

  • Elena Ortega-Tauler, Esq.
  • February 20, 2022
  • Estate Planning, Finances, Leaving A Legacy, Legacy Trust Counsel, Trusts

4 Risk-Management Strategies To Protect Your Business and Personal Assets

No matter what line of business you are in, the reality of being a successful business owner is that you open yourself up to a number of different risks—and the more successful you get, the more risks you face. Asset-protection…

  • Elena Ortega-Tauler, Esq.
  • February 20, 2022
  • Estate Planning, Leaving A Legacy, Legacy Trust Counsel, Trusts

4 Reasons Why Estate Planning Is So Essential For Business Owners

If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over…

  • Elena Ortega-Tauler, Esq.
  • February 13, 2022
  • Estate Planning, Finances, Leaving A Legacy, Legacy Trust Counsel, Trusts

3 Best Practices To Avoid Misclassifying Employees As Independent Contractors

In the last decade, the rise of the gig economy has fueled an unprecedented increase in the number of independent contractors (ICs) in the U.S. workforce. And that growth has only accelerated in the wake of the pandemic, with more…

  • Elena Ortega-Tauler, Esq.
  • February 13, 2022
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