Join Now, Pay No Initial Fee

For a limited time only, when you sign an annual contract for Wealth Docx, Business Docx, or Wealth Tracx, we will waive your initial fee.

Trusts & Estates

read
Trusts & Estates

Successful Estate Planning, Tailor-Made

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

Call it, if you will, a first principle of estate planning: What fits you now won’t fit you forever. Estate planning professionals understand that an estate plan is not something you do once, check off on your bucket list and you’re done. It’s not a one-time affair. Like the tuxedo with its various pieces from bowtie to shoes, a well-designed estate plan is complete, integrating all the necessary elements, i.e. Durable Powers of Attorney – Medical and Property, Beneficiary Designation forms, Living Wills, one or more trusts (Irrevocable Trust, Living Revocable Trust, etc.), a Pour-Over Will.

Please complete the form below to download this WealthCounsel Insight Brief to learn more.


Complete the form to get your free guide

Related Resources

WCQ Q3 2017 Dos Donts of Decanting thumbnail
read
Trusts & Estates

Amending an Irrevocable Trust: The Dos and Don'ts of Decanting

Decanting irrevocable trusts is an increasingly popular planning strategy, but beware of the pitfalls, tax implications, and trustee fiduciary duties.

Learn More
Modifying an IRT Thought Paper thumbnail
read
Trusts & Estates

When the Irrevocable Trust No Longer Fits

Life comes at you fast. Learn 3 ways estate planning attorneys can modify an irrevocable trust and preserve client benefits.

Learn More
TP Tax Repeal 2017 thumbnail
read
Trusts & Estates

Summary of 2017 Estate Tax Repeal Legislation to Date

With the estate tax repeal pending, get the info you need about stepped-up basis and incomplete grantor trusts, what it means for estate planning attorneys, and clients.

Learn More

Get the Premier Magazine for Industry Thought Leaders