cting Your Goals and Your Loved Ones

Top Mistakes In Buy-Sell Agreements

Transfer Opportunities in Advance of Legislative Change: An Interim Approach to Planning with GRATs

Trust Decanting: A Compelling (and Underused) Strategy for Creative Trust Solutions

Trust Situs Matters: Situsing a Trust for Maximum State Income Tax Savings

Trust Situs Selection—Tax Havens or Illusory Strategy?

Trusts and Taxation: Minimizing Liability

Uber: Playing Fair in the “Sharing Economy”?

Uniform Protected Series Act: Coming Soon?

Using Swap Powers to Maximize Estate Planning Opportunities

Using the 2012 Gift Tax Exemption to Reach Client Goals

Using the S-Election to Save Employment Taxes

Valuation Discounts with Undivided Interests in Real Property

Variable Life Insurance Products: The Flaw is in the Design, Not the Concept

Wealth Docx - Estate Planning Software for Attorneys Demo

Wealth Docx Overview

Wealth Docx: Asset Protection Trust (APT) Sample

Wealth Docx: Gifting Trust Sample

Wealth Docx: Irrevocable Trust (IRT) Sample

Wealth Docx: Pour-Over Will

Wealth Docx: Revocable Living Trust (RLT) Sample

Wealth Docx® Sample Document List

Wealth Management Business: Pouring Old Wine Into New Bottles - Using Traditional Estate Planning Tools In Untraditional Ways

Wealth Transfer Strategies: The Timely And The Timeless

WealthCounsel Solutions for New and Transitioning Attorneys

WealthCounsel Solutions for New Estate Planning Attorneys

WealthCounsel Solutions for Transitioning Attorneys

WealthCounsel's Total Practice Solution

WealthManagement.com: Estate­ Planning Professionals - Concerned Yet Optimistic

What a Donald Trump Presidency Means for Business Planning

What a Donald Trump Presidency Means for Estate Planning

What Do Americans Think About Estate Planning?

What do you do with an asset named DSUE? Portability and Marital Deduction Planning

What Inside Business Docx

What To Do With The Irrevocable Trust That Doesn’t Fit Anymore

Where might we go from here? Post-ATRA planning considerations in 2013 Or until the law changes… again.

Which of These 5 Mistakes are You Making During Your Client Interviews?

Who Moved My Cheese…Again?

Why Most Families Lose Their Wealth by the Third Generation

Why Wyoming?

Win-Win: Adding Retirement Planning to Your Estate Planning Practice

Would You Set Up a 501(c) For Me… for Free? Issues to Consider Before Volunteering Your Time and Expertise

You Can Call Me Ray, or You Can Call Me J: Common Terms with Different Names

You Say Goodbye and I Say Hello… Creating Presence on the WealthCounsel Listservs

Your Second Office: Choosing and Marketing Your Next Location