Trusts & Estates
The Best Estate Plan is No Match for Unprepared Heirs
Both estate planners and their clients benefit from estate planning family mediation. Prepared heirs are less likely to create or sustain conflict within a family or against the estate planning attorney. Estate planners who reinforce estate planning family mediation with their clients reduce the chances for unresolved misunderstandings and disputes, and increase opportunities to protect family unity and wealth.
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Women in Estate Planning
This WealthCounsel Quarterly issue is devoted entirely to women—to not only honor women in estate planning and acknowledge their accomplishments, but to also recognize that more work needs to be done to enable women lawyers to achieve greater success and fulfillment in their legal careers.Learn More
2022 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More
Cryptocurrency and Estate Planning
Download the free Insight Brief, "Planning for Virtual Currencies" to learn virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!Learn More