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Latest Blog Posts

The Importance of Succession Planning

Many people think the purpose of estate planning is to make sure your assets and belongings will go to the people and organizations you want to have them after you die, with as little delay and costs (fees and taxes) as possible. And that is a correct purpose. But good estate planning goes beyond this—it plans for someone to take your place (a successor) when you are no longer able to perfor...

April 1, 2014
Retirement Planning

Hold a Family Meeting to Explain Your Estate Plan

Parents are often reluctant to share their estate plans with their adult children. Some may feel it is a private matter, only to be unveiled after their death. Many are afraid of creating relationship problems within the family, for example if one child is chosen to be a trustee or executor over the others or if inheritances are not equal. But explaining your decisions now to your family, in a gen...

March 27, 2014
Estate Planning

Organize Your Information

Many people put off having the proper documents and organizing their information because they don’t want to think about their own death. But much of this same information will be needed if you become ill or injured and spend time in a hospital and rehabilitation. Here is a general checklist of documents and information that should be updated and organized. You will surely think of more as y...

March 25, 2014
Estate Planning

Latest News


Taking Away Dad’s Checking Account
Fox Business News interviews WealthCounsel Member Merrell Bailey

Reuters quotes Matthew T. McClintock in article regarding estate planning.
More heirs wait as wills dole out money slowly

Tax Tip: Figuring Out Your Stock's Cost Basis
USA Today

IRS 2011 Audit Rates Show Estate Tax Returns under the Microscope
AccountingWeb

Don't Gamble With Gift Tax Returns
Forbes

Obama Budget Endangers Some Estate Planning Techniques
AdvisorOne

Estate Planning Moves BEFORE Sequestration Is Resolved
Forbes

New Ways to Minimize Income Taxes for Estates, Trusts and Beneficiaries
Financial Planning

New Estate Tax Rules Call for New Planning Tactics
Reuters

Advisors Struggle to Serve Aging Boomers: Report
AdvisorOne

Want to Avoid the Estate Tax Cliff? Five Ways to Help
Forbes

What a Tangled Web We Leave
The Wall Street Journal

Investors Worry More About Long-Term Care Than Retirement Planning: UBS
Financial Planning

What the “Fiscal Cliff” Resolution Means for Personal Estate Planning
JDSupra

The Deadline Every Married Person (And Financial Advisor) Needs To Know About
Forbes

Estate Tax Law: The Meaning for Annuities
InsuranceNewsNet

The End of a Decade of Uncertainty Over Gift and Estate Taxes
New York Times

Fiscal Cliff Deal Repeals CLASS Act, Creates Long-Term Care Commission
Forbes

New Year Resolution: Getting Your Insurance Coverage in Order for 2013
InsuranceNewsNet

The Promise and Risks of Medicare Managed Care
Forbes

6 Reasons You Should Love New Estate Tax Laws
Financial Planning

Congress Urged To Create Tax-Free Disability Savings Accounts
disabilityscoop

Finally, Estate Planners Can Read The Tax Code - Not The Tea Leaves
Forbes

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