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

Before You Sell Your Business (Or Any Other Appreciated Asset), Read This!

Although paying taxes is a largely unavoidable part of running a business, you might be pleasantly surprised to learn that there is one common type of tax you can often avoid paying—capital gains taxes. That said, the only way you…

  • Elena Ortega-Tauler, Esq.
  • November 24, 2021
  • Estate Planning, Finances, Legacy Trust Counsel, Medical & Insurance, Trusts

FAQs About Long-Term Care Insurance

Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65 and older) will outnumber children under age 18 for the…

  • Elena Ortega-Tauler, Esq.
  • November 24, 2021
  • Estate Planning, Legacy Trust Counsel, Trusts

10 Things You Should Know About Living Wills

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is also known simply as a “will.” But you may have…

  • Elena Ortega-Tauler, Esq.
  • November 19, 2021
  • Estate Planning, Legacy Trust Counsel, Trusts

How to Protect Your Intellectual Property and Trade Secrets With Agreements (Non-Disclosure and Work for Hire Agreements)

The employment landscape has changed over the last few years and many small and mid-size companies today operate with outside help – contractors or freelancers who perform important tasks but who are not full-time employees on your payroll, or even…

  • Elena Ortega-Tauler, Esq.
  • November 17, 2021
  • Children, Estate Planning, Legacy Trust Counsel, Parents, Trusts

Think You Are Too Young to Need An Estate Plan? Think Again

The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For the first time since the study’s inception, Caring.com’s 2021 Wills…

  • Elena Ortega-Tauler, Esq.
  • November 12, 2021
  • Estate Planning, Finances, Legacy Trust Counsel

Legal Advice When Settling Business Disputes

A large part of being a successful business owner is knowing how to consciously manage relationships and facilitate conflict when it arises in a healthy and productive way. When business owners and managers find themselves in a disagreement or misalignment…

  • Elena Ortega-Tauler, Esq.
  • November 10, 2021
  • Children, Estate Planning, Legacy Trust Counsel, Parents, Trusts

Estate Planning Must Haves for Parents – Even If You Have Legal Documents  

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family.   Including provisions for the care of your children in your estate plan is essential for peace of mind. But…

  • Elena Ortega-Tauler, Esq.
  • November 5, 2021
  • Estate Planning, Legacy Trust Counsel, Trusts

10 Reasons Why Your Business Needs a Family Wealth Lawyer™

As a small business owner, you may be wondering why you need to hire a lawyer to help you run your company. This is especially true today when you can access just about every conceivable legal document online for cheap…

  • Elena Ortega-Tauler, Esq.
  • November 1, 2021
  • Estate Planning, Legacy Trust Counsel, Trusts

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated.  Estate planning is not a one-and-done type of deal—your plan should continuously…

  • Elena Ortega-Tauler, Esq.
  • October 29, 2021
  • Estate Planning, Legacy Trust Counsel, Trusts

5 Mistakes Start-ups Make When Forming Their Business

It seems that everywhere you look, a new start-up is trying to make it big with a game-changing idea. But it’s only the ones that can turn that idea into a reality that reach business success. Too many start-ups fail…

  • Elena Ortega-Tauler, Esq.
  • October 27, 2021
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