WealthCounsel Staff


Recent Posts

What Do You Look for Most When Choosing a Legal Conference to Attend?

By WealthCounsel Staff on Sep 15, 2017 10:32:00 AM

legal_conferences_Symposium2017

Legal professionals share why subject matter, practicality, and relevance are top considerations

There are countless factors that go into deciding which legal conference to attend. Whether it’s travel, cost, or content, there are several considerations to keep in mind when making arrangements.

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Creating Health and Education Exclusion Trusts (HEET) for Your Clients & Their Beneficiaries

By WealthCounsel Staff on Sep 5, 2017 2:42:26 PM

Learn more about how, with sufficient funding, a HEET can pay the educational expenses of your client's grandchildren.The generation skipping trust tax (GSTT) trips up the plans of clients who wish to leave assets to their grandchildren. The GSTT is the IRS’s way of ensuring such gifts—as well as the grandparent’s estate—do not escape taxation.

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Getting up to Speed on Asset Protection

By WealthCounsel Staff on Aug 30, 2017 8:00:00 AM

One of the primary goals for establishing an estate plan is to ensure that your client’s assets ultimately transfer to their heirs and other intended parties. For individuals engaged in business or with sizeable wealth, an asset protection plan could be essential in reaching that goal. A carefully crafted plan can help clients preserve their tangible property and other assets from creditor threats.

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