Estate Planning, Family, Client Relationships, Wills and Trusts,
Providing solutions beyond what is legal or practical is another way that comprehensive attorneys can provide unmatched value, superior service, and true peace of mind to our clients.To learn...
Family, Succession Planning For Farmers,
The French writer and poet, Antoine de Saint Exupéry stated, “You do not inherit the earth from your ancestors: you borrow it from your children.” We should consider that...
Estate Planning, Family, Trusts,
By: Brenda Geiger, J.D.When leaving property to a minor or adult child, clients can choose exactly how they want to leave it to them. The property can be...
Charitable Planning, Estate Planning, Family,
By: Todd N. Hallock, J.D. America is a nation of givers. The 2012 Bank of America Study of High Net Worth Philanthropy prepared by the Center on Philanthropy at Indiana...
Family, Wills and Trusts, Revocable Living Trust, Irrevocable Trust, Estate Planning,
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel Estate planning for blended families is complex and it requires a watchful eye and a delicate touch. Clients in blended...
Family, Financial Planning, Estate Planning,
By: Timothy B. Borchers, Esq.Timothy B. Borchers reccomends that clients in the 65 to 70 and older age range select a member of the family who would be their go-to person...
Estate Planning, Wills and Trusts, Ethics, Family,
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounselAs estate planning professionals, our first questions are often, quite understandably focused on more practical, immediate considerations. (Is the plan complete?...
Family, Estate Tax,
Various planning techniques are more in favor during periods of low interest rates such as we are experiencing in the US today. One of these strategies involves the use of...
Family, Elder Law, Other, Revocable Living Trust,
Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel “Old age is no place for sissies,” Bette Davis famously remarked. For those who reach that “place,” living those golden years...
Operating Agreements, Family, Limited Liability Companies ,
The family vacation home or cottage is an integral part of those wonderful summer days, a much treasured family asset and yet an often under-planned one. The founding generation has...
Trusts, Domestic Asset Protection Trusts (DAPTs), Family Trust (Revocable Living Trust), Family, Taxation,
By: Jeffrey R. Matsen, Esq. The question of whether or not a personal family residence should be placed into a Family Limited Partnership (“FLP”) or Family Limited Liability Company (“FLLC”)...
Family, LGBT,
Estate Planning, Wills and Trusts, Revocable Living Trust, Irrevocable Trust, Family,
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel Call it, if you will, a first principle of estate planning: What fits you now won’t fit you forever....
Estate Planning, Beneficiaries and Heirs, Family,
How bad is it out there? Perhaps you’ve been reading news of high profile estate disputes with tens of millions of dollars at stake. Or perhaps you personally know...
Trusts, Family,
By: James Kalicki, J.D.I find that once clients see the big picture, they are relieved and even excited to nominate an independent trustee to serve after the second...
Family, Estate Planning, Client Communications, Success Strategies,
By conducting a family meeting, the potential for misunderstanding, family objections, confusion, delay and loss of control is reduced. There has already been a “dress rehearsal” of roles and responsibilities;...
Estate Planning, Client Relationships, Family,
By: Matthew T. McClintock, JDMost often, articles about the estate plans of dead celebrities focus on the legal challenges they raise or the amount of estate tax that could have...
Estate Planning, Client Relationships, Family, Success Strategies,
By: Stephanie N. Prestridge, J.D.Stephanie N. Prestridge explains that because of personal hardship she watched her grandparents face, she made a commitment to change the estate planning process...
Thought-Leader Series, Webinars, Family, Business Management, Business Succession Planning, Trusts, Buy-Sell Agreements,
Estate Planning and Probate, Asset Protection, Estate Tax, Family,
Beneficiaries and Heirs, Client Communications, Family,
Can your clients articulate clear plans for using inherited wealth to build healthy relationships? Do your clients have business succession plans in place for the seamless transfer of family business...