An Estate Plan Valentine

By WealthCounsel Staff on Feb 14, 2015 3:49:00 PM

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Wine, flowers, chocolate. A candlelit dinner, a horse-drawn carriage ride through the park. There are so many ways to say “I love you.”  While it may not ring as romantic as a Sinatra love song, estate planning can also be a real expression of love and devotion. In fact, there’s even a special name for one plan: the “I Love You” will.

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Trust Protectors – A Highlight from Heckerling

By WealthCounsel Staff on Feb 13, 2015 9:54:00 AM

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Photo: Matthew McClintock, J.D.,WealthCounsel's Vice President of Education speaks to attendees at a special event, "Looking Forward From Orlando," at the Heckerling Institute conference on January 15, 2015.

I had the recent pleasure and privilege of attending the Heckerling Institute on Estate Planning in Orlando, January 12 to 16. Not surprisingly, the event was outstanding and demonstrated once again why Heckerling has become the national forum for estate planning professionals.  

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Charitable Giving – Shift focus from estate tax to income tax planning

By WealthCounsel Staff on Feb 6, 2015 9:29:18 AM

 

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