Earlier this year, WealthCounsel, in conjunction with Trusts & Estates magazine, surveyed over 500 estate planning professionals to see what opportunities and challenges they and their clients face. The results indicate that, while there is stability within the industry overall, there are growing concerns from clients regarding proposed legislation that could have wide-ranging implications if passed.
Top Four Concerns Estate Planners Hear From Clients
By WealthCounsel Staff on Aug 20, 2021 10:00:00 AM
Current Developments in Estate Planning and Business Law: August 2021
By WealthCounsel Staff on Aug 13, 2021 10:00:00 AM
From penalties for the nonwillful failure to file reports of foreign financial accounts to new consumer privacy legislation, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.
Advanced Estate Planning Fall Summit
By WealthCounsel Staff on Jul 30, 2021 10:00:00 AM
The Virtual Conference for Experienced Estate Planners Returns
WealthCounsel’s Advanced Estate Planning Summit is returning this fall with some exciting new speakers and sessions that will give you fresh insight for your law practice. Whether you are hoping to stay ahead of the tsunami of proposals coming from the Hill, learn groundbreaking planning strategies for your clients, or gain practical skills regarding document drafting—this Summit has something for everyone.