Estate 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.


Related Blogs

Planning for Your Wealth
Randall D. Fisher, JD

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Permanent Portability Of The Estate Tax Exemption - Is It Time To Bypass The Bypass Trust For Good?

Special 2012 Lookback Rules To Make A Qualified Charitable Distribution (QCD) From An IRA In 2013



News Archives


The Forbes Guide to Estate Planning 
Forbes.com

Estate Planning for Young Professionals: 10 Things to Do Right Now
JDSupra

Grab the $5M Gift and Estate Tax Perk: It's Gone In 2013
Forbes

Finding an Estate Trustee You Can Trust
The Wall Street Journal

Estate-Tax 'Portability' Likely to Stay
The Wall Street Journal

What You Need To Have Together Before You See Your Estate Planning Attorney
JDSupra.com

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

Next Battle on the 'Cliff's' Edge: Estate Taxes
CNBC

Legal Documents You Need Now! 
AARP

Funding Critical to Estate Planning 
Yuma Sun

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

Protecting Your Estate From the Fiscal Cliff
The Wall Street Journal

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

Fiscal Cliff Causes Estate Planning Conundrum
Bradenton Herald
Lessons Learned From Hector "Macho" Camacho
JD Supra


Decision Time for Estate Planners As Tax Exemption Is Set to Expire
The Wall Street Journal

Fiscal Cliff Will Force Estate Tax Changes, Andy Friedman Predicts
AdvisorOne

Romney Wants No Estate Tax 
Forbes.com

Generations Apart: Talking Retirement And Estate Planning Over Turkey
Forbes.com

Plan Your Estate Like Romney to Beat Taxes
Fox News

Estate Planning for Your Digital Assets
MSN Money

Estate Planning isn't Ghoulish and Can Save Millions This Year
Forbes.com

10 Things You Should Know About Living Trusts
AARP

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

Free Estate Planning Checklist

Free Estate Planning Webinar

Estate Planning ebook

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