5 Essential Estate Planning Documents Your Client Need Your clients have got meals to cook, soccer games to attend, and work deadlines to meet. And at the end of the day, they are beyond tired. Do they really need to squeeze in time to create estate planning documents, too? As an estate planning attorney, you […]
Category: Estate Planning
Estate Planning Basics: A Complete Checklist to Protect Your Client
Estate Planning Basics: A Complete Checklist to Protect Your Client A shocking 60% of Americans don’t have a will or an overall estate plan in place. No matter your client’s age, gender, health, or current financial situation, not having a legally-binding plan for what will happen to your client’s assets and property after his or […]
Client Estate Planning: Help Your Client With a Valid Will
Client Estate Planning: Help Your Client With a Valid Will It’s very common for heirs to an estate to end up spending tens of thousands of dollars in legal dispute fees over an estate worth just a few thousand. In order to make sure your client’s family doesn’t end up in turmoil, consider recommending a […]
Help Your Clients Understand the Importance of Legal Plans
Help Your Clients Understand the Importance of Legal Plans Your clients might not understand the importance of having a plan for their finances and their assets. It is up to you to explain to them why they should resort to legal plans to protect what they have worked so hard for. In this article, we’ll […]
Why a Living Trust Attorney Needs Simple Software to Save Time
Why a Living Trust Attorney Needs Simple Software to Save Time What if a single purchase could simplify your life as an attorney? It sounds a little too good. However, for a living trust attorney, buying simple software is a pretty simple decision. This can help save you time, boost your productivity, and generally make […]
Estate Planning for Blended Families
Did you know that 65% of Americans are now members of a blended family?1 Download the Estate Planning for Blended Families Article Need some estate planning solutions and techniques for blended families? Please fill out the following form to download Estate Planning for Blended Families from Thomas D. Begley Jr.: Blended Families Blended families are […]
Credit Shelter Trust vs an A/B Trust
Standard AB Trusts and Credit Shelter Trusts have the same purpose; they reduce federal and state taxes on married couples by removing assets from a taxable estate. Each method creates trusts to take maximum advantage of exemptions from federal and state estate taxes. Many estate-planning informational presentations refer to AB Trusts and Credit Shelter Trusts […]
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 […]
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 […]
