Trusts & Estates
WealthCounsel Quarterly, Volume 17, No. 1—Special Assets
This issue of the WealthCounsel Quarterly will foster conversations with your clients about the additional planning that is necessary for these special assets.
Estate Planning Considerations for Firearms
By: Gregory Herman-Giddens, JD, LLM, TEP, CFP®, Attorney at Law
Tips and Tricks: Drafting with Gun Docx®
By: Lissa Bealke-Moore, Product Implementation Manager
The Vacation Home: Will It Be a Blessing or a Curse for the Next Generation?
By: Timothy Borchers, Attorney at Law
Survey Says: The Current State of Farm and Ranch Estate and Succession Planning
By: Cari Rincker
Eight Critical Thoughts to Consider when Estate Planning for Oil and Gas Interests
By: Samantha K. Wolfe, Esq.
Valuation of Closely Held Business Interests
By: Sarah Barton, JD, WealthCounsel Legal Content Manager
How Automation Can Affect the Future of Your Law Practice
By: Jeff Gorman
The WealthCounsel Quarterly is the premier legal magazine for estate planning and elder law attorneys. Subscribers get access to the latest digital issue that includes informative articles written by industry leaders, practice development tips, and WealthCounsel’s full educational calendar for the quarter.
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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