We are always looking for ways to improve how Attorneys practice estate planning. Our goal is to help you create documents without needing to answer more than 10 questions for each one. Part of that goal is making the Practical Interview available to you where your clients can fill in their personal information. When coupled […]
Kim Mayberry
Estate Planning Online Client Interview is Now Available
Beyond Counsel, an estate planning Software Company, is continuing to lead the way in offering systems to improve the efficiency of your office. We are pleased to announce PracticalInterview.com, an online client questionnaire. Clients can now enter their information on a secure website. This information can be downloaded and opened in the Beyond Counsel estate […]
Beyond Counsel will be exhibiting at the 2013 Special Needs Trusts Conference
Beyond Counsel will be exhibiting at the 2013 Special Needs Trusts Conference on October 17 through 18th 2013. We will be displaying the new Practical Interview during the conference. Please stop by to learn more about how we can help you be more effective in your practice. Beyond Counsel, an estate planning software company, is […]
Estate Planning for Business Owners
Business owners require estate planning and lifetime planning as well. Choice of Business Entity The first step in starting any business is considering a proper choice of business entity. Each has advantages and disadvantages. The type of entity will vary in each circumstance and an attorney should assist in choosing the business type. Choices include […]
Estate Planning for Grandchildren
Goals When Planning for Grandchildern A grandparent-grandchild relationship is a special one. Perhaps because of the differences in age, perhaps because grandparents have already raised one child or a family of children, they have a different viewpoint with respect to their grandchildren. Grandparents often have the following concerns: Pocket Money: They want grandchildren to have […]
Estate Planning for Problem Sons and Daughters-in-Law
Parents love their children and want their children to inherit. However, many parents are concerned about their children’s spouses. Fifty percent of all marriages end in divorce. What happens if a parent dies, leaves everything to his daughter, who commingles the funds with her husband and subsequently his daughter is divorced by the son-in-law? Through […]
Estate Planning with Different Treatment for Different Children
Different children have different needs and different personalities. In those situations the children can be treated equally but not necessarily the same. Let’s suppose a parent has two children, one who is responsible with money and one who is a spendthrift. The distribution to the responsible child can be made outright while the distribution to […]
Estate Planning for Problem Heirs
Children often have problems that must be addressed in estate planning. These problems include drug and alcohol addiction, criminal activity, and an inability to manage money. It is not necessary for a parent to disinherit these children. Trusts may the answer. In the case of a child who is a substance abuser, language can be […]
Estate Planning for Non-Citizen Spouse
Transfers The estate and gift tax marital deduction is not allowed for transfers to a surviving spouse unless the surviving spouse is a U.S.citizen. The concern is that the noncitizen spouse may leave the country and avoid federal estate tax. If the surviving spouse was a U.S. resident at all times following the decedent’s […]
Using Durable Financial Power of Attorney
A Durable Financial Power of Attorney (DFPOA) is an estate planning document under which you name one or more persons to help you handle your financial affairs while you are alive but incapacitated. In it you the principal name someone whom you trust to act as your agent in making your financial and property decisions in […]
