What Crypto Winter Means for Estate Planners

By WealthCounsel Staff on Sep 2, 2022 10:00:00 AM

Crypto Winter - Blog

Cryptocurrency’s decentralized nature has changed the world of global finance. However, because it is so new and volatile, the crypto market’s dizzying ups and downs can be difficult to interpret. Is the recent “crypto winter” just one of these regular fluctuations, or does it indicate permanent problems with the viability of crypto? Virtual assets may now be a significant component of your estate planning clients’ portfolios, so keep reading to learn more about the future of these investments.

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Helping Clients Plan for Adult Children

By WealthCounsel Staff on Aug 19, 2022 10:00:00 AM

Helping Clients Plan Adult Children-Blog

Graduation is a busy and emotional time for parents and their children, especially if the child will be going off to college or moving away. Parents may not realize, however, that turning eighteen is even more life-changing for their child than moving into a dorm room or registering for college classes. The milestone of graduation is the ideal time for you to reach out to clients, leads, and referral sources to help parents and their graduates adapt to the legal realities of adulthood. Read on to learn more about how estate planning for young adults can give the entire family peace of mind.

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Requesting Portability Election Relief Just Got Easier

By WealthCounsel Staff on Aug 3, 2022 10:00:00 AM

SECURE ACT - IRS1The Internal Revenue Service (IRS) recently extended the time to elect portability of the deceased spousal unused exclusion (DSUE) amount for estates not otherwise required to file an estate tax return. After getting swamped with extension requests from taxpayers who missed the two-year deadline, the IRS announced that it would allow five years to make a late claim on portability. Read on to learn more about this change and how it applies to your estate planning clients.

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