The Importance of Income Tax in Estate Planning Strategy

By Jeramie Fortenberry, JD, LLM (Taxation) on Aug 2, 2017 9:30:00 AM

Income tax rates play an increasingly important role in estate planning strategy as the federal estate tax exemption rises. In the late 1990s, the estate tax exemption applied to many more people than it does today. Today, it applies to only 0.2 percent of estates.

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Don’t Let Your Law Firm Turn into the Jerry Springer Show (How to Avoid Family Disputes)

By Patrick Carlson, JD, LLM (Taxation) | Practice Development Mentor, WealthCounsel on Jul 10, 2017 11:00:00 AM

Whether it’s fighting over a complex multi-million-dollar estate comprised of multiple homes and exotic assets or simply a prized family heirloom, family disputes aren’t uncommon in the world of estate planning. These disputes can be complicated by sibling rivalries, beneficiaries of varying economic standing, and poor communication.

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You Never Get a Second Chance to Make a First Impression: The Art of Small Business Client Intake

By WealthCounsel Staff on Apr 11, 2017 12:41:06 PM

You might make a good first impression when meeting a new small business client, but does the same hold true for your practice? Dressing professionally, appearing confident, making eye contact, a firm handshake – as an attorney, you know how to do that.

Topics: Business Law
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