Trusts & Estates

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Trusts & Estates

Roadmap to Digital Estate Planning and Administration

Digital assets present new complexities that attorneys must address if they are to create comprehensive estate plans. No longer can language in estate planning documents, alone, serve as a means of achieving a client’s goals. Online directives are not a one-size-fits-all situation. This is where estate planning professionals must take the reins. In order to help clients maintain online privacy, download “Roadmap to Digital Estate Planning and Administration.”


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Trusts & Estates

2025 Federal Exemptions & Rates: Quick Reference Guide

Save time with our consolidated Federal Estate, Gift, and GST Tax Exemptions & Rates: Quick Reference Guide—a must-have for estate planning attorneys seeking quick access to key transfer tax data.

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WealthCounsel Quarterly, Volume 19, No. 2—Spring 2025 Issue

This Spring issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.

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Trusts & Estates

National Elder Law Month 2025 - Free Marketing Package

May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.

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