Asset Protection Planning


Resources


WealthCounsel's WealthDocx
The nation’s leading drafting system for estate planning attorneys, WealthDocx enables estate planning attorneys to create documents using interactive and detailed interviews that guide the document drafting process. By helping to eliminate the human errors that repetitive typing and cut-and-paste methods introduce, attorneys can practice with greater confidence knowing they are providing their clients with high-quality, customized legal documents.


News Archives


Plan Your Estate Like Romney to Beat Taxes
Fox News

How To Extend the Gift-Tax Holiday
Barron's

On The Chopping Block - Tax Changes to Watch
WealthManagement.com

Year-End Estate Tax Considerations – Time is Running Out
Forbes.com

Unnecessary Deficit Panic: 7-1/2 Things to Know
Huffington Post

Estate Planning for Your Digital Assets
MSN Money

10 Things You Should Know About Living Trusts
AARP

How Does the Fiscal Cliff Affect Your Estate Planning Decisions? 
Barry Armstrong's Financial Exchange Blog

How To Protect Your Estate While Living In Two States 
CBS Boston

Estate Tax Returns Fall to an All-Time Low 
AccountingToday.com

Romney Wants No Estate Tax 
Forbes.com

Legal Documents You Need Now! 
AARP

Tax Specialists Suggest Handling Estate Plan Before Jan. 1st. 
AG Professional

Estate Planning is Not a Do it Yourself Project 
Examiner.com

Transfer Tax Proposals
WealthManagement.com

Fiscal Cliff May Be Felt Gradually
The New York Times
  
Decision Time for Estate Planners As Tax Exemption Is Set to Expire
The Wall Street Journal

The Forbes Guide to Estate Planning 
Forbes.com

Tax Tactics to Make Your Retirement Cash Last 
Fox Business

Funding Critical to Estate Planning 
Yuma Sun

How to choose the right 529 college savings plan for you? 
The Jersey Journal
Free Estate Planning Checklist

Free Estate Planning Webinar

Industry Trends Survey Report

Estate Planning ebook

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