Resource Center
Articles
Helping Clients Leave a Legacy...Not Just an Inheritance
What thoughts, emotions, visions, and ideas does the term legacy planning conjure? We know what estate planning is, and we’ve all become more familiar with asset protection planning, retirement distribution planning, charitable planning, and business succession planning. Legacy planning is all of those things and much more. It is a flexible approach that transcends basic estate planning.
Read our article, “Helping Clients Leave a Legacy...Not Just an Inheritance” to learn how to enhance your practice, drive business into the office, and benefit your clients.
Related Topics
Related Posts
- 2019 Estate Planning Awareness Week - Free Marketing Package Articles
- What Every Estate Planner Should Know About Probate Litigation Articles
- 5 Lessons From the 2018 Tax Season Articles
- Special/Supplemental Needs Trust Sample Articles
- A House Divided: Deadlock in a 50-50 Partnership Articles
- Irrevocable Trust Gifting Trust Sample Articles
- Avoiding Double-Taxation on C Corporations Articles
- Roadmap to Digital Estate Planning and Administration Articles
- Year-End Strategies for Your Estate Planning Practice Articles
- Preventing Undue Influence in Your Clients’ Estate Plans Articles
- Advising Clients on Probate Articles
- 5 Ways to Prevent Ethical Pitfalls in Your Estate Planning Practice Articles
- How to Plan for Minor Beneficiaries Articles
- Estate Planning 101: Back to Basics Articles
- Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans Articles
- How (and Why) to Start a Virtual Law Practice Articles
- 5 Tips for a Better Law-Life Balance Articles
- Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning Articles
- Domestic Asset Protection Trusts after Toni 1 Trust Articles
- The Savvy Attorney: Adding Business Planning to Your Estate Planning Practice Articles
- 5 Essentials for New Estate Planning Attorneys Articles
- 5 Charitable Giving Mistakes to Avoid Articles
- Last-Minute Opportunities Before the New Tax Law Takes Effect Articles
- Tax Reform is Here: What You Need to Know to Advise Your Clients Articles
- How to Market Your Firm Using Social Media Transcript Articles
- Practice Development Pointers: Building Practices in an Age of Certainty Articles
- Business Planning Under the Tax Cuts and Jobs Act Articles
- Tips on Building Your Estate Planning Practice Transcript Articles
- The Tax Cuts and Jobs Act: Estate and GST Taxes Repealed; Retirement Accounts Remain Unaltered Articles
- 2017: The Year of the Series LLC Articles
- Why Elder Law Is Your Next Big Opportunity Transcript Articles
- On Golden Pond Presentation Articles
- Discussing the Unified Framework for a Broken Tax Code Transcript Articles
- What Attorneys Must Do to Survive in a Digital Age Transcript Articles
- First Look at the Unified Framework for Fixing Our Broken Tax Code Articles
- Amending an Irrevocable Trust: The Dos and Don'ts of Decanting Articles
- When the Irrevocable Trust No Longer Fits Articles
- What Every Estate Planner Should Know About Planning for Non-US Citizens Articles
- Estate of Powell: A New Example of Failed Deathbed Tax Planning Articles
- Practice Development in an Age of Uncertainty: Leveraging Competitive Forces and Technology into a Client Value Creation Monopoly Articles
- President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations Articles
- Drafting Third-Party Spendthrift Trusts after U.S. v. Harris Articles
- POTUS 45 and The First Hundred Days (and Planning in the Years to Come) Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- A Look at President Trump’s Latest Tax Plan Articles
- Get Startup Smart: Choosing the Right Entity for a New Business Articles
- Techno-Ethics Articles
- Employment Classification in the Gig Economy Articles
- Reality Bytes: Mandating an Urgent, New Approach to Dealing with Digital Assets Articles
- Deciding Whether to Use a Joint Trust or Separate Trusts for a Married Couple Articles
- Effective Disclaimer Planning Articles
- Planning for an Often Overlooked Family Member Articles
- Win-Win: Adding Retirement Planning to Your Estate Planning Practice Articles
- Cybersecurity and Ethics: Assessing Risks and Understanding Responsibilities Articles
- Risky Business: Shell Games and Substantive Consolidation Articles
- Summary of 2017 Estate Tax Repeal Legislation to Date Articles
- Domestic Asset Protection Trusts v. Prenuptial Agreements Articles
- What Do Americans Think About Estate Planning? Articles
- 5 Client Interview Mistakes to Avoid Articles
- I Cut, You Choose: Key Considerations in Drafting Deadlock Provisions Articles
- Is Your Company “Doing Business” in California? It May Depend on Who You Ask. Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 3 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 2 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 1 Articles
- Rev. Proc. 2016-49 Clarifies Relationship Between QTIP Planning and Portability Articles
- Three Ways Your Business Planning Practice May Be Impacted by Republican Tax Reform Proposals Articles
- Recent Transfer of Utah Jazz Provides Case Study in Dynasty Trust Benefits Articles
- Employee or Independent Contractor? Avoid “Victimizing” Your Workers Articles
- The Status and Evolution of Model Series LLC Legislation Articles
- Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs) Articles
- Hearing on the Proposed 2704 Regulations Leaves Open Questions Articles
- Case Studies in Asset Protection, Part 5: APTs, DAPTs, FAPTs, and Lifetime QTIPs Articles
- Is the “Death Tax” Really Dead? Articles
- Proposed Repeal of the Affordable Care Act: How Will Small Businesses Fare Articles
- Case Studies in Asset Protection, Part 4: ILITs, SLATs, and SATs Articles
- Special Needs Fairness Act Allows Disabled Individuals to Establish Their Own Special Needs Trusts Articles
- Case Studies in Asset Protection, Part 3: High Risk Assets Articles
- Case Studies in Asset Protection, Part 2: Bloodline Protection Articles
- What a Donald Trump Presidency Means for Business Planning Articles
- What a Donald Trump Presidency Means for Estate Planning Articles
- Case Studies in Asset Protection, Part 1 Articles
- To ILIT or Not to ILIT. That Is the Question. Articles
- Did You Say a Taxable Partnership? Articles
- Penny Wise & Pound Foolish: Counseling the Fee Sensitive Client Articles
- Assisted Reproductive Technology and the Law Articles
- Add Depth and Trust to Client Relationships with an Ethical Will Articles
- A Primer on Planning for Special Needs Beneficiaries Articles
- His, Hers, and Ours: Planning for the “Brady Bunch” Articles
- The Developing “Able Account” Laws Articles
- Using Swap Powers to Maximize Estate Planning Opportunities Articles
- Avoiding Corporate Amnesia One Set of Minutes at a Time Articles
- Thorsen v Richmond SPCA: Third-Party Beneficiary Claims Against the Drafting Attorney Articles
- Analysis of the New Proposed Regulations Under Internal Revenue Code §2704 Articles
- How Much Should I Put Into My Child’s Special Needs Trust? Articles
- Defend Trade Secrets Act of 2016 (DTSA) Articles
- Planning for Same-Sex Couples in a Marriage Equality World Articles
- Flexible Tax Strategies Now Needed in Succession Planning for Business Owners Articles
- Part 2: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 3: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 1: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Revised Uniform Fiduciary Access to Digital Assets Act Articles
- Business Structuring Aspects of the PATH Act Articles
- Trusts and Taxation: Minimizing Liability Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- Avoiding Deadlocks In LLC Operating Agreements Articles
- Top Mistakes In Buy-Sell Agreements Articles
- Distribution Waterfalls Articles
- Standalone Retirement Trusts: A Crucial Component of Estate Planning Articles
- Uber: Playing Fair in the “Sharing Economy”? Articles
- Hindsight is 20/20: A Review of Selected 2015 LLC Cases Articles
- Uniform Protected Series Act: Coming Soon? Articles
- Income Taxation of Estates and Trusts Articles
- The Impact of BATF Rule 41F on Firearms Trusts Articles
- Thinking More Deeply on Trust Advisors and Protectors Articles
- The Estate Planning Lawyer’s Ethical Considerations Articles
- Attorney Liability: Estate Planning and the Strict Privity Rule Articles
- Finally… Clarity with Portability Articles
- Is International Taxation The Next Frontier for Estate Planners? Articles
- Insights from Heckering 2016: As The World Gets Smaller, The Estate Planning World Is Getting Bigger Articles
- TEFRA Repeal: Essential Changes to Partnership Agreements and Operating Agreements Articles
- Operational Excellence for Small Business Owners: Lessons Learned from Scafidi v. Hille Articles
- Social Media for Attorneys: A Guide to Advertising on LinkedIn Articles
- New Law Provides Certainty for Charitable Distributions from IRAs Articles
- Choosing a Federal Tax Structure for Your LLC Articles
- Charitable Gifts with Strings Attached Articles
- The Basics of Basis: How It Works Articles
- Take a Mulligan: Irrevocable Trust Modification – Part III: Trust Protectors Articles
- Take a Mulligan: Irrevocable Trust Modification – Part II: Decanting Articles
- Eighth Annual Industry Trends Survey: Key Findings Articles
- Take a Mulligan: Irrevocable Trust Modification Articles
- Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection Concerns Articles
- Capital Account-based Liquidations: Gone with the Wind or Here to Stay? Articles
- Alaska and Tennessee Community Property Trusts: Understanding these basis adjustment tools Articles
- A Partnership Distribution Menu: Just Say No To Phantom Income Articles
- Social Media for Attorneys: Do I Need A LinkedIn Premium Account? Articles
- Incomplete Gift, Non-Grantor Trusts (AKA DINGs, NINGs) Articles
- The Importance of Basis: The New Era of Estate Planning Articles
- Getting Appreciated Real Estate Out of C Corporations (Part II) Articles
- Before You Pour: A Few Tax Considerations When Decanting Articles
- Estate Planning for the Healthcare Professional Articles
- Late-in-Life Divorce? Estate Planning Steps Your Clients Need to Take Articles
- Safety First: The Transfer of Firearms and the Case for Gun Trusts Articles
- Sample Bronze Gun Trust from Gun Docx Articles
- Social Media for Attorneys: Six Free Social Media Tools You Should Be Using Articles
- Fiduciary Income Taxation Articles
- Plant the Seeds of Success with Thorough, Focused Marketing and Practice Development Articles
- Fiduciary Income Tax Considerations in Special Needs Trusts Articles
- Meyer Natural Foods LLC v. Duff: LLC Purpose Clause and Judicial Dissolution Articles
- Long-Term Planning Issues for Farm and Ranch Owners Articles
- Finalize high net worth planning now! IRS attorney signals looming restrictions on discount techniques. Articles
- The Legal Quagmire of Marijuana Regulation Articles
- Estate Planning For Same-Sex Couples After Obergefell v. Hodges Articles
- Social Media for Attorneys: 5 Ways to Use Twitter Lists for Business Articles
- Wealth Transfer Strategies: The Timely And The Timeless Articles
- Business Docx: Business Success Planning Checklist Articles
- Business Docx: IRS Forms/Resources Articles
- Business Docx: Bill of Sale and Assignment Articles
- Business Docx: Non-Disclosure Agreement (Bilateral) Articles
- Business Docx: Non-Disclosure Agreement (Unilateral) Articles
- Business Docx: Consulting Agreement Articles
- Business Docx: Secured Promissory Note Articles
- Business Docx: Membership/Partnership Interest Purchase Agreement Articles
- Business Docx: Buy-Sell Agreement Templates & Documents Articles
- Business Docx: Minutes and Consents Articles
- Business Docx: Business Matters Articles
- Business Docx: Employees and Independent Contractors Articles
- Business Docx: Communications Articles
- Business Docx: Entity Funding Articles
- Business Docx: Entity Conversion Articles
- Business Docx: Corporate Formation Articles
- Business Docx: Partnership Formation Articles
- Business Docx: LLC Formation & LLC Operating Agreement Articles
- Business Docx: Entity Formation Suite Articles
- Business Docx: Client Intake Suite Articles
- Business Docx: Asset Purchase Agreement Articles
- Business Docx: Stock Purchase Agreement Articles
- Social Media for Attorneys: Hashtags - Why They Matter and When To Use Them Articles
- Charitable Giving – Shift Focus From Estate Tax to Income Tax Planning Articles
- Successful Estate Planning, Tailor-Made Articles
- Estate Planning for Same-Sex Couples: From Cottage to Mainstream Articles
- Incapacity Planning – It’s All in the Details Articles
- Inspirational, Aspirational and Special: The Ethical Estate Plan Articles
- Planning Considerations for Elderly Clients Articles
- Clark v. Rameker: A Troubling Tale With a Happy Ending Articles
- The Business of Estate Planning: Now More Than Ever, it’s Personal. Articles
- Estate Planning for Blended Families Articles
- Digging Deeper Into Single Member LLCs Articles
- Funding Trusts: Is There Fuel in the Car? Articles
- Robl Construction, Inc. vs. Homoly: A Lesson in Proper LLC Governance Articles
- Federal Estate Tax Portability: If the Death Tax is Dead, What’s the Point of Estate Planning? Articles
- Importance of Safeguarding the IRAs Articles
- Anti-Corporate Farming Laws: “Big Ag” versus the Family Farm Articles
- State of the Union Proposals Could Impact Your Estate Plan Articles
- Greenhunter Energy vs. Western Ecosystems: The Death Knell For Single-Member LLCs in an Asset Protection Plan? Articles
- “Employer Shared Responsibility” Under the Affordable Care Act: What it Means for your Small Business Clients Articles
- Dahl v. Dahl: Utah Supreme Court Rules Trusts Not a Domestic Asset Protection Trust! Articles
- Exemption Portability and Marital Deduction Planning Under ATRA 2012 Articles
- Digital Assets: Why They Need to Be Part of Your Estate Plan Articles
- Social Media for Attorneys: How to Launch a Business Blog Articles
- Social Media for Attorneys: Should You Be Using LinkedIn Showcase Pages? Articles
- Social Media for Attorneys: How to Effectively Manage Multiple Social Networks Articles
- Social Media for Attorneys: How to Start Using Twitter for Business Articles
- Social Media for Attorneys: How To Get the Most Out of LinkedIn Articles
- Social Media for Attorneys: How to Maximize LinkedIn Groups Articles
- The ABLE Act Explained Articles
- A Primer On Asset Protection Planning Articles
- Asset Protection - Beyond Just Trusts Articles
- Clarity in Asset Protection: The Voidable Transactions Act Articles
- Asset Protection & Wealth Docx™ Articles
- Minimizing the Risks Associated with Practicing Asset Protection Articles
- Synopsis of Various Offshore Jurisdictions Articles
- Series LLCs and Asset Protection: Will a Model Uniform Act Clear the Fog? Articles
- GreenHunter Energy, Inc.: The Rare Case When the Limited Liability Veil Will Be Pierced in Wyoming (And Probably in Every Other Jurisdiction) Articles
- On Making The Transition To Estate Planning Articles
- What do you do with an asset named DSUE? Portability and Marital Deduction Planning Articles
- Getting Appreciated Real Estate Out of C Corporations (Part I) Articles
- Battle of the States: Dynasty Trusts Articles
- The Surprising Connection between Marketing Your Law Firm and Weight Loss Articles
- The Missing Piece of Your Estate Plan Articles
- What To Do With The Irrevocable Trust That Doesn’t Fit Anymore Articles
- Trust Situs Matters: Situsing a Trust for Maximum State Income Tax Savings Articles
- Supreme Court Holds Inherited Iras Are Not Protected From Creditors, Marking Strong Planning Opportunity Articles
- The Basics of Bequeathing Bitcoin Articles
- Tax Tips for Gay and Lesbian Couples Post-DOMA Articles
- Your Second Office: Choosing and Marketing Your Next Location Articles
- The Most Important Parts of Estate Planning Can't Get Legislated Away Articles
- 121 Lawyers Across The Nation Share Their Best Tips To Grow Your Practice Articles
- Be The Authority In Your Local Community By Publishing An Educational Book Articles
- Asset Protection Philosophy 101 Articles
- Estate Planning in 2014 and Beyond Articles
- South Dakota Domestic Asset Protection Trust Legislation Articles
- 2013 Annual Industry Trends Survey Articles
- Four Steps to Branding Yourself as a Trusted Advisor – and Winning Lifelong Clients Articles
- The Education Evolution Articles
- How to Engage the Client or “Closing the Deal” Articles
- LLC Planning: Enabling Disregarded Entity Status Articles
- The Top 10 Seminar Marketing Mistakes Attorneys Make Articles
- Using the S-Election to Save Employment Taxes Articles
- Trust Decanting: A Compelling (and Underused) Strategy for Creative Trust Solutions Articles
- An Integrated Estate and Exit Plan with an ESOP Foundation – A Case Study Articles
- Post-DOMA Update: Cases and policies begin emerging in the wake of Windsor Articles
- The Case for the Independent Trustee Articles
- Think and Act Like a Marketer Articles
- Avoiding the High Post-ATRA Trust Tax Rates Articles
- Business Exit Planning for Closely Held Businesses Articles
- ESOP: The Ideal Business Transition Option Articles
- How to More Effectively Engage and Service the High Net Worth Client Articles
- Leaving Your IRA to a Disabled Person Articles
- Making the Case for the General Power of Appointment Articles
- Marketing Alliances–A Little Help From Your Friends Articles
- Where might we go from here? Post-ATRA planning considerations in 2013 Or until the law changes… again. Articles
- Reinventing Estate Planning For the Baby Boomer Generation Articles
- Stormy Seas for Businesses That Neglect “Divorce-Proofing” Shareholder Agreements Articles
- The Beneficiary Controlled Dynasty Trust Articles
- Top 5 Mistakes When Naming Beneficiaries of Insurance Policies Protecting Your Goals and Your Loved Ones Articles
- Steps To Get Business Owners Started On Succession Planning Articles
- Adding Maintenance Elements to the Estate Plan Checklist Articles
- Are Your Marketing Efforts Turning to Dollars? Articles
- Asset Protecting a Child’s Inheritance Articles
- Carpe Diem (Seize the Day) Articles
- Donor Advised Funds and the Philanthropic Life Articles
- Equine Protection and Planning Tools Articles
- Ohio’s New Asset Protection Trust Will Attract Clients Within and Outside of Ohio Articles
- Joint Trusts in a Separate Property State: Time For A Second Look? Articles
- Putting Personal Residences into an FLP or FLLC: A No-No Articles
- An Accidental Felony: A gun trust can help protect your client Articles
- 2012 Annual Industry Trends Survey Articles
- All the World’s a Stage—for Rainmaking Articles
- Structuring a Rollover Business Startup Articles
- The Domestic Asset Protection Trust Articles
- Medicaid Planning: Thinking INSIDE the Right Box Articles
- The 10 Biggest Mistakes Estate Planning Attorneys Make—Running Their Business! Articles
- Would You Set Up a 501(c) For Me… for Free? Issues to Consider Before Volunteering Your Time and Expertise Articles
- Business Planning: The Business Case for BusinessDocx™: Helping WealthCounsel Members Grow Business Planning Practices Articles
- Fiduciary Duties for LLCs, Too? Drafting Tips for LLC Documents Articles
- 10 Best Practices for Writing an Estate Planning Blog Articles
- Planning for the Four-Legged Member of a Family Articles
- Using the 2012 Gift Tax Exemption to Reach Client Goals Articles
- The Lesser-Known Duty to Inform and Report to Beneficiaries of a Trust Articles
- Managing Client Perceptions Equals Good Client Development Articles
- Medicare Set-Asides: Encountering and Handling Them Articles
- Trust Situs Selection—Tax Havens or Illusory Strategy? Articles
- The Best Estate Plan is No Match for Unprepared Heirs Articles
- Asset Protection Planning: Why Go Offshore? Articles
- Practical Issues in Forming a Domestic Asset Protection Trust for a Non-Resident Articles
- Estate Planning Lessons from Whitney Houston’s Legacy: Why a Living Trust is the Preferred Option to a Last Will Articles
- An Eternal Presence Articles
- The Good Faith Trustee: Removing a Barrier to Client’s Wishes Articles
- Estate Planning for Intellectual Property Rights Articles
- Limited Liability Companies, Life Insurance, and Business Succession Development Planning Articles
- Planned Giving: An Opportunity For Service Not To Be Missed Articles
- Relationship Marketing for the Estate Planner Articles
- Market Yourself Through Storytelling Articles
- Help! I’m Stuck in My FLP! Articles
- Why Wyoming? Articles
- Bring It On Home: Transferring Wealth to US Beneficiaries Articles
- Adaptable Planning Advice for 2012 and Beyond Articles
- Chunk It!: We want to tell you how to chunk your life so you can achieve peak performance. Articles
- You Can Call Me Ray, or You Can Call Me J: Common Terms with Different Names Articles
- Create Your Own Micro-Climate To Make It Rain Articles
- Attract, Engage, and Work with Families with Taxable Estates and Their Advisors Articles
- A Comment on the Ethics of Fraudulent Conveyances Articles
- How Do You Convince Clients to Actually Do GRATs (and Other Estate Tax Planning)? Articles
- How Naming a Family Financial Assistant Makes Handling the Clients Affairs Easier for Everyone Involved Articles
- There’s No Place Like Home: Follow the Yellow Brick Road to a Better Estate Plan Articles
- Do Not Forget About an Old 401(k) in Estate Planning Articles
- 2011 Annual Industry Trends Survey Articles
- Lemons to Lemonade: The Planning Opportunities Created by Market Instability Articles
- 2010 Annual Industry Trends Survey Articles
- Who Moved My Cheese…Again? Articles
- Investment Opportunity Amid Tax Uncertainty?: Why 2010 Could Be the Rare Occasion When It Makes Sense to Pay Taxes Sooner Rather than Later Articles
- Give Yourself the General Power of Adventure: Making the Transition from Litigation to Estate Planning Articles
- Six Biggest IRA Beneficiary Form Mistakes Articles
- Intra-family Loans in Today’s Low Interest Rate Environment Articles
- A Return to the Good ‘Ole Days?: Five Key Ways a $1 Million Exemption Will Positively Impact Your Practice - - If You’re Prepared! Articles
- For Whom the Bells Toll: Asset Protection May Be for Everyone Articles
- Estate Tax Environment Articles
- A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It! Articles
- Contact Management Software and Client Development Articles
- Funding Your Client’s Publicly Traded Stocks, Bonds and Investment Accounts Articles
- Begin with the End in Mind: Asset Tracking as a Key Element to Any Estate Planning Maintenance/Updating Program Articles
- Economic Substance Doctrine: Consequences of Codification Articles
- How to Make Your Website Work for You Articles
- Add “SPICE” to your Elder Law Practice Articles
- Are You Tripping Over Dollars to Make Pennies in Your Elder Law Practice? Articles
- Pitfalls to Avoid When Planning for Clients Who Are Veterans Articles
- Practical Planning and Drafting of Wyoming LLCs & DAPTs Articles
- How to Attract Physician Clients and What To Do When You Get Them Articles
- How to use Seminars and Speaking Engagements in Your Marketing Plan Articles
- Transfer Opportunities in Advance of Legislative Change: An Interim Approach to Planning with GRATs Articles
- Investment Opportunity amid Tax Uncertainty? Articles
- Ten Simple Steps to Prevent World War III Among Your Children Articles
- You Say Goodbye and I Say Hello… Creating Presence on the WealthCounsel Listservs Articles
- Ten Questions About the Future of Your Practice Articles
- Private Placement Life Insurance: A Cornerstone of Financial and Estate Planning for the High Net Worth Individual Articles
- Are We Helping to Pass on the Farm? Articles
- Fixing and Undoing Broken CRTs – Four Case Studies Articles
- Planning for the Family Vacation Home Articles
- How to Implement an Estate Planning Maintenance Program – NO KIDDING! Articles
- Funding Your Client’s Cash Accounts Articles
- Client Interview Articles
- 2009 Annual Industry Trends Survey Articles
- Advancing Asset Protection in Your List of Offers Articles
- The Estate Planning Doctor Is In: Where Are The Physicians? Articles
- Estate Planning for Your Online Identity Articles
- Rainmaking 101: Referral Source Interview Articles
- Estate Planning Considerations Intrinsic with Roth Conversions Articles
- The Family Meeting: An Essential Part of the Estate Planning Process Articles
- Lessons for a Young Profession: What the 40-Year-Old Financial Planning Profession Can Learn From the Economic Crisis Articles
- How Safe Are Municipal Bonds Today? Articles
- Roth to Riches?: Determining Whether a Roth Conversion Makes Sense Articles
- Striking the Right Balance: Cash Balance Plans for Professional Practices and Closely Held Firms Articles
- Inflation Fixation: Where Will It End? Articles
- Moving Clients to Action in a Chaotic Economy Articles
- Madoff: What the Estate Planning Attorney Really Needs to Know Articles
- Rainmaking 101: Cross-Selling Articles
- Design Reports Backwards to Meet Firm Objectives Articles
- Funding: Opportunity or Profit Killer? Articles
- Asset Protection Planning: Why Go Offshore? Articles
- Integrating Legacy Planning into Your Practice Articles
- Why Most Families Lose Their Wealth by the Third Generation Articles
- The Bypass Trust: It’s not Just for Taxes Anymore Articles
- Business Succession Planning: How to Coordinate an ESOP Exit Strategy with an Estate Plan Articles
- Valuation Discounts with Undivided Interests in Real Property Articles
- 2008 WealthCounsel Industry Trends Survey Articles
- A Certain Sensitivity – Estate Planning for Women Articles
- Asset Protection Considerations for Business Owners Articles
- Variable Life Insurance Products: The Flaw is in the Design, Not the Concept Articles
- The Irrevocable Income Only Trust Articles
- Are you Missing an Opportunity to Help a Veteran? Articles
- Succession Planning for Solos: Peace of Mind for Your Family, Opportunity for Your Practice Articles
- The Need for a Pour Over Will and the Search for Rich Aunt Mabel Articles
- Fat-Free Fat: Nontax Considerations for Discussing Philanthropy With Your Clients Articles
- A Bargain Sale of Land to a Land Trust: How You can Make Some Money While Making a Difference and Save on Taxes, Too. Articles
- The Granite State’s Entry into Asset Protection Trusts Articles
- Tax Aspects of Life Settlement Arrangements Articles
- Safety in Numbers: Using WealthCounsel Attorneys to Protect and Expand Your Practice Articles
- Associate Pay: Meet Firm Objectives by Rewarding the Behavior You Wish to Promote Articles
- Rainmaking 101: Top 20 Influencers Articles
- Entering the Market - All at Once or In Stages: Quantifying the Trade-Offs Articles
- Tangible Transfers: Leveraging Liquid Wealth to Transfer Illiquid Assets Articles
- Can Early Tax Harvesting Reap Greater Gains? Articles
- Multigenerational Wealth Management: Getting a Legacy Up Articles
- 2007 WealthCounsel Industry Trends Survey Articles
- Retirement: Plan Early and Often Articles
- The Enviable Dilemma - Concentrated Stock: Hold, Sell, or Hedge? Articles
- Looking Beyond Perpetuity: Customizing a Private Foundation Articles
- The Art Before the Deal: Maximizing Personal Wealth When Selling a Business Articles