Understanding Legal Terms

Legal terminology is often difficult for consumers to understand. Download some of the most basic terms used in estate planning.

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Senior Class Money Talk

Executive Director Matt McClintock, JD participated in a round table discussion regarding trusts, trust accounts and the new tax law on “Senior Class Money Talk” with Rick Hadrava.

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Retirement Planning

Learn why it is important to plan early and plan often.

--Source: Bernstein Wealth Management Research

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Did You Know?

"Most Families Lose Their Wealth by the Third Generation"
-article by Tim Voorhees, JD, MBA

Helpful Articles & Tips Written by WealthCounsel Attorneys.

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Information Resources for Consumers
from WealthCounsel Attorneys

Articles Written by WealthCounsel Attorneys

Why Most Families Lose Their Wealth by the Third Generation
By: Tim Voorhees, JD, MBA

Books Published by WealthCounsel

Estate Planning Strategies: Collective Wisdom,
Proven Techniques
          By: A Consortium of WealthCounsel Attorneys

Read an excerpt from this book!
          Choosing a Trustee for Your Living Trust
          By: Glen Price

Price: $29.95

Understanding Legal Terms

Senior Class Money Talk

Retirement Planning

Did You Know?

Information Resources for Consumersfrom WealthCounsel Attorneys

Information Resources for Consumers
from WealthCounsel Attorneys