How Qualified Disclaimers Make Estate Planning More Flexible

By WealthCounsel Education Staff on Jan 18, 2019 9:00:00 AM

A key element of estate planning is to remember that things change. Assets today might not be available down the road. At the same time, assets might grow and require money to be moved around or reallocated when a spouse passes away.

The best estate planning strategies offer flexibility so that loved ones can analyze situations and make decisions when someone passes away. Rather than adhering to stiff plans with complex trust structures, estate planners can add flexibility and achieve significant tax advantages through the use of qualified disclaimers.

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Why You Should Add Estate Planning to Your Practice

By WealthCounsel Staff on Jan 14, 2019 11:00:00 AM


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Estate Planning Essentials

By WealthCounsel Staff on Jan 7, 2019 1:56:17 PM


Learn how to boost your practice’s revenue

Now that 2018 has come to a close and you're looking over your financials for the year, did your practice make as much money as you wanted it to? If you want to bolster your revenue stream in 2019, make plans now to attend an Estate Planning Essentials event near you. 

Estate planning is the perfect addition to your practice’s service offerings and here’s why:

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