Maximizing Trust Income Tax Efficiency: Navigating Compressed Tax Brackets Through Strategic Planning

By WealthCounsel Staff on Oct 9, 2026, 9:00:00 AM

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Jeremiah W. Doyle IV, Esq.

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Thinking Thrice About Joint Trusts

By WealthCounsel Staff on Sep 18, 2026, 9:00:00 AM

260728_WCQ Blog Image_1200x575_HW_Thinking Thrice About Joint Trusts

Written by Allison Voge, JD, LLM

Choosing whether to use one joint trust or separate individual trusts when planning for a married couple requires careful consideration. A joint trust is established by a single trust agreement and is designed to hold nearly all of a married couple’s assets. The trust agreement includes instructions for managing the assets during the married couple’s lifetime, during the incapacity of either or both spouses, and upon each spouse’s death. 

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Letters of Wishes: Interpreting and Administering Trusts with Insight, Flexibility, and Intent

By WealthCounsel Staff on Jul 31, 2026, 9:00:05 AM

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Written by  Kim Kamin, JD, AEP® (Distinguished) and Cynthia D.M. Brown, JD, STEP

Estate planning today involves more than just drafting technically sound dispositive documents. Clients increasingly want their estate plans to reflect their values, guide future generations, and anticipate evolving family structures. At the same time, trustees, particularly corporate fiduciaries, are administering long-term discretionary trusts under heightened scrutiny in complex regulatory environments.

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