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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7 Habits of Highly Effective Estate Planners

By Brett Pinegar on Mar 10, 2017 9:00:00 AM

7 Habits of Highly Effective Estate PlannersIt’s easy to think big picture when setting goals for your estate planning practice. Winning a certain number of new clients or hitting a revenue target are great places to start, but how do you put the steps in place to meet those goals?

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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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