Trusts & Estates
Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning
Along with the birth of a child and the death of a spouse, marriages are perhaps one of the most important life events that should trigger a reappraisal (or the establishment) of one’s estate plans. So why do so few newlyweds make estate planning a priority?
In this Insight Brief you’ll learn who comprises the newlywed demographic today, the art of having an estate planning conversation, and what estate planning tools you should consider offering to your newlywed (or soon-to-be wed) clients.
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WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.Learn More
WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.Learn More
WealthCounsel Quarterly, Volume 16, No. 3—Advanced Estate Planning
This issue of the WealthCounsel Quarterly will assist you in implementing optimal planning for your clients considering the changes necessitated by the SECURE Act, the expected reduction of the estate and gift tax exemption amount, and the uncertainties associated with the current economic environment.Learn More