Insights from Trump’s First Months to Serve Your Estate-Planning Clients Better

By WealthCounsel Staff on Oct 16, 2017, 12:10:44 PM

As president, father, and real estate magnate, President Donald Trump should give estate planning attorneys much food for thought.

As president, father, and real estate magnate, President Donald Trump should give estate planning attorneys much food for thought–and that's true even in these early days of the administration. So let's consider one idea that relates to President Trump as father and real estate magnate, and another on policy writ large.

Continue Reading

Talking to Your Clients about Stand-Alone Retirement Trusts

By WealthCounsel Staff on Sep 19, 2017, 10:54:56 AM

Learn more about how an SRT can protect beneficiaries' futures–from financial to personal.

For many clients, their retirement accounts emerge as a major part of their estates. But what if there are concerns about how to best protect a naming beneficiary as the direct inheritor of an IRA? 

Continue Reading

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.

Continue Reading
  • There are no suggestions because the search field is empty.