Referrals, Wealth Docx, Time Management, Continuing Legal Education (CLE), Attracting Clients,
The 2009 Industry Trends Survey provided unique insight into the challenges facing today's estate planning attorneys – including the impact of the recent economic downturn on their practices. The report...
Special Needs Trusts, Special Needs Planning, Wealth Docx,
by Jeremiah H. Barlow, JD | WealthCounselWhen working with clients who have special needs beneficiaries, it is important to understand how their financial and medical benefits work and how to...
Hybrid Domestic Asset Protection Trusts (HDAPT), Wealth Docx, Asset Protection,
By Thomas J. Ray, Jr., Esq, Wealth Docx Executive Editor In fall 2014, the Asset Protection Advisory Group— which includes Jeff Matsen, who is featured in this issue—met to review...
Business Docx, Wealth Docx, Asset Protection, Business Succession Planning,
We are excited about BusinessDocx because we think that business planning is closely linked to your existing estate planning practice and we are convinced that it can be a significant...
ILIT, SLAT, SAT, Asset Protection, Wealth Docx,
by WealthCounsel Staff Do you have clients with complicated, blended family situations like remarriages, shared children, step-children, and divorced children? What about those with high risk assets like rental properties...