Trusts & Estates
Estate Planning 101: Back to Basics
Whether you are new to estate planning or an industry veteran, refreshing your memory on the basics of estate planning is crucial.
Read our Insight Brief, “Estate Planning 101: Back to Basics” to remind ourselves of the core goals of estate planning and how our fundamental documents help us achieve those goals.
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2024 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.
Learn MoreWealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Learn MoreWealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
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