Trusts & Estates
WealthCounsel Quarterly, Volume 17, No. 3—Love and Marriage
This issue of the WealthCounsel Quarterly will trigger productive conversations with your clients about the need to consider their current relationships—and the possibility that those relationships may change in the future—when designing their estate plans.
Articles include:
Marital Share Funding Options
By: Phoebe Stone, JD, MA (Bioethics), Attorney at Law
Navigating the Complexities of Estate Planning for Blended Families
By: Susan Hunt, JD
Marital Property Agreements in Estate Planning: What Can Premarital and Postmarital Agreements Accomplish?
By: Peter M. Walzer, Attorney at Law
Estate Planning Considerations for Unmarried Couples: From Domestic Partnership to Tax Planning
By: Nicole Ramos Takemoto, JD
How to Protect a Family Business in the Event of Divorce
By: H. Van Smith
Real Estate, Taxes, and Divorce: Options for Utilizing the Capital Gain Exclusion on the Sale of a Former Marital Residence
By: Samantha Rocco, JD
Wealth Docx® Tips and Tricks: Marital Share Funding Options
By: Lissa Bealke-Moore, Product Implementation Manager
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.
Subscribe today and automatically receive the most recent Quarterly and all issues going forward as soon as they are published.
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2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
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WealthCounsel 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.
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