Save time and expand your practice with these legal technologies

By WealthCounsel Staff on Jul 13, 2018 6:00:00 AM

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It’s amazing how technology has been transforming the estate planning industry. What was once a maze of paperwork is now mostly digitized, with organized, easy-to-use online files. If you’re curious about which legal technologies can help you the most as an estate planning attorney, this blog is for you.

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Wealth Docx® New Enhancements to Include Incentive Trust Provisions for Revocable Living Trusts

By WealthCounsel Staff on Jun 29, 2018 6:00:00 AM

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When it comes to transferring wealth to younger generations, not all beneficiaries are responsible enough or prepared to handle a large inheritance. This is where incentive trust provisions come in. They can be used to discourage bad behavior and motivate beneficiaries to make responsible life choices, so that they are ultimately better prepared to handle their inheritance.

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Same-Sex Marriage: Estate Planning Tools to Consider

By WealthCounsel Staff on Jun 22, 2018 6:00:00 AM

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Thanks to the Supreme Court’s decision in Obergefell v. Hodges (2015), same-sex marriages now enjoy the same legal rights as heterosexual marriages in the United States. However, as same-sex couples still face unique estate planning issues, attorneys should be wary of assuming they can plan for them in the same way as their heterosexual counterparts.

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