WealthCounsel Education Staff


Recent Posts

How to Explain the Value of a Trust Protector to Your Clients

By WealthCounsel Education Staff on Mar 12, 2017 2:36:06 PM

Help your clients understand the value of a trust protector by switching to Wealth Docx®.

As an attorney, you understand the value of a trust protector for an irrevocable trust. While “set in stone,” the trust still needs someone to watch over it and ensure it can adapt to changes in the law and/or resolve differences between trustees and beneficiaries.

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Creating a 2503(c) Minor's Trust for Your Clients: Tips and Tricks

By WealthCounsel Education Staff on Mar 7, 2017 3:57:15 PM

Learn more about how a 2503(c) minor's trust can help particular clients create bright futures for your client's children or grandchildren.

Student debt is the bane of the millennial generation. Huge educational loans are preventing many millennials from buying homes, marrying and having children – even moving out of their parents’ house. Your client wants to ensure that his or her children or grandchildren will have sufficient funds to pay for college when the time comes.

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5 Things to Think About When Setting Up a Stand Alone Retirement Trust for a New Client

By WealthCounsel Education Staff on Feb 23, 2017 12:00:05 PM

Wealth Docx can give you – and your client – peace of mind when establishing complicated retirement trusts.With the exception of a spouse, beneficiaries of an IRA don’t have a lot of options when they inherit. Choices consist of receiving the funds in a lump sum or liquidation of the account over five years. That also means a spendthrift beneficiary can waste a parent’s hard-earned retirement income with disturbing ease.

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