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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Retirement Planning

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

--Source: Bernstein Wealth Management Research

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Estate Tax Affects You

52.9% of affluent Americans surveyed believe that the estate tax will remain largely as it is today for the next four or five years.
--Source: Hartford

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Corporate Press Releases


4/23/2008	WealthCounsel® Unveils New Website Portal for Estate Planning Attorneys, Financial Professionals, Consumers, and News Media
3/13/2008	WealthCounsel Launches SettlementCounsel™ Estate Settlement Software System at ABA TECHSHOW in Chicago.
2/27/2008	WealthCounsel Launches Estate Tax Survey with $10,000 Cash Award.
2/06/2008	WealthCounsel announced today the appointment of Randy Gardner, J.D., LL.M., MBA, CPA, as director of education.
2/05/2008	ElderCounsel, LLC announces the appointment of Vincent J. Russo, J.D. as Board Chairman and Valerie Peterson as Education Director.
1/15/2008	WealthCounsel Announces the Results of Groundbreaking Survey of the Estate Planning Industry at Heckerling Conference in Orlando
1/7/2008	WealthCounsel Principal Thomas J. Ray, Jr., Esq. to Participate in Heckerling Book Signing Event for ABAs Bestselling Charitable Gift Planning Guide
1/2/2008	WealthCounsel Achieves New Membership Milestone of 1000 Law Firms
12/10/2007	WealthCounsel Principal William A. Conway, Esq. Appointed to Editorial Advisory Board of Wealth Management Trade Publication

10/17/2007	WealthCounsel, LLC Joins Forces with Four Prominent Elder Law Attorneys to Form ElderCounsel, LLC
9/6/2007	WealthCounsel Experts to Speak at Colorado Estate Planning Symposium
6/14/2007	WealthCounsel, LLC, Celebrates Ten Years of Service to the Nation’s Estate Planning Community During Annual Conference in Washington, DC