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WealthCounsel: your resource for Legal Software & Law Practice Management Software, and Continuing Legal Education (CLE). Improve your practice today.

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Legal Software | Law Practice Management Software | WealthCounsel - WealthCounsel | wealthcounsel.com Reviews

https://wealthcounsel.com

WealthCounsel: your resource for Legal Software & Law Practice Management Software, and Continuing Legal Education (CLE). Improve your practice today.

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2" Estate Planning Portfolio. Member Price: $162.00. Retail Price: $180.00. Includes 7 binders and. Your choice of tabs. Select a Choose Tab Set. Select a Portfolio Color. Select a Foil Type. 2013 Planning for the Generations. IRAs Payable to Trusts. Roth IRA Conversion Decision Chart.

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Member.Wealthcounsel.com

Your browser isn't supported. You will have a better experience if you update your browser. Welcome to WealthCounsel’s Member Website. Here, you will find a wide range of legal education including a calendar of upcoming events and learning opportunities, tools and resources for growing your practice, tips and guidance on WealthCounsel’s drafting products, and the ability to connect with fellow members. Welcome to WealthCounsel’s Community Website. 2013 - 2017 WealthCounsel, LLC.

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The Legal Education Blog | WealthCounsel

The Legal Education Blog. Come Read and Learn. Estate planning for same-sex couples after Obergefell v. Hodges. Posted by Matthew T. McClintock, JD Vice President, Education and Supplemental Legal Content. On Jun 26, 2015 9:09:00 AM. On June 26, 2015 the United States Supreme Court issued its opinion in. Obergefell v. Hodges. 0 Comments Click here to read/write comments. Topics: Trusts and Estates Planning. Estate Planning for Same-Sex Couples: High Court’s Imminent Decision Is No Reason to Delay. ATRA a...

INTERNAL PAGES

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Meyer Natural Foods LLC v. Duff: LLC Purpose Clause and Judicial Dissolution. - WealthCounsel

http://www.wealthcounsel.com/articles/2015/meyer-natural-foods-llc-v-duff-llc-purpose-clause-and-judicial-dissolution

Meyer Natural Foods LLC v. Duff: LLC Purpose Clause and Judicial Dissolution. By Jennifer Villier, JD Business Law Faculty, WealthCounsel. To learn more, please complete the form to download this Thought Paper. The Developing Able Account Laws. Gregge v. Hugille: Will Contests and Related Matters of Public Policy. Using Swap Powers to Maximize Estate Planning Opportunities. Avoiding Corporate Amnesia One Set of Minutes at a Time. Analysis of the New Proposed Regulations Under Internal Revenue Code 2704.

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Business Plan Templates & Software | Business Succession Planning Tools - WealthCounsel

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Business Law Drafting Software. As you know, small- and mid-sized business clients require specialized, customized documents they can understand. Unfortunately, those documents aren’t always easy to draft unless you have Business Docx. Business Docx is the magic bullet for creating beautifully tailored and accurate documents with confidence and speed. You’ll demonstrate your legal expertise and your business savvy which these clients will surely appreciate. Sarah Ostahowski, JD - Member since 2011. More ...

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Legal Software | Law Practice Management Software | WealthCounsel - WealthCounsel

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You can always spot a WealthCounsel attorney. Their documents are impeccable, their ideas are sharp, and their network is like no other. They have time for their clients, and it shows. As a WealthCounsel member, you’ll gain the legal software, knowledge, and community support to help make your practice a thriving business. Are you ready to be noticed? Technology transforms your business. HERE'S A SAMPLE OF THESE RESOURCES. VIEW RESOURCE CENTER →. Avoiding Corporate Amnesia One Set of Minutes at a Time.

4

Legal Software | Law Practice Management Software | WealthCounsel - WealthCounsel

http://www.wealthcounsel.com/member-directory

You can always spot a WealthCounsel attorney. Their documents are impeccable, their ideas are sharp, and their network is like no other. They have time for their clients, and it shows. As a WealthCounsel member, you’ll gain the legal software, knowledge, and community support to help make your practice a thriving business. Are you ready to be noticed? Technology transforms your business. HERE'S A SAMPLE OF THESE RESOURCES. VIEW RESOURCE CENTER →. Wealth Docx Sample Document List. As a transitioning attor...

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Legal Software | Law Practice Management Software | WealthCounsel - WealthCounsel

http://www.wealthcounsel.com/Consumers.aspx

You can always spot a WealthCounsel attorney. Their documents are impeccable, their ideas are sharp, and their network is like no other. They have time for their clients, and it shows. As a WealthCounsel member, you’ll gain the legal software, knowledge, and community support to help make your practice a thriving business. Are you ready to be noticed? Technology transforms your business. Mark Biernath, JD - Member since 2003. Natalia Kabbe, JD - Member since 2012. Matt Warren, JD - Member since 2013.

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Buckley Law -

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For the things that matter. LEGACY PLANNING.ASSET PROTECTION.WEALTH PRESERVATION.SINCE 1991. 1277 KELLY JOHNSON BOULEVARD, STE. 250. COLORADO SPRINGS, COLORADO 80920.

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Loose Ends Legal Solutions - Estate Planning Attorney - Loose Ends Legal Solutions, PLLC

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How can I Help. With your Estate Planning? How We are Different. Business and Succession Planning. Subscribe to our blogs. What’s On Your Worry List? Posted on: July 9th, 2015. A comprehensive financial plan. Financial stress can negatively affect the health and emotional well-being of you and other family members. Working with a financial planning professional can help you handle your financial situation, alleviate worry and, in general, help you feel more in control of your life. What You Need to Know.

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Loose Ends Legal Solutions – Estate Planning Attorney – Scottsdale, AZ

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How can I Help. With your Estate Planning? How We are Different. Business and Succession Planning. Business and Succession Planning. Loose Ends Legal Solutions is special and because you love your family, you know your family deserves the kind of protection, guidance and love we provide for a lifetime. It’s important that you know how we work because we do things a bit differently. Here than at other law firms. That’s why our clients love us SO much! Schedule Your Holistic Planning Session.

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Loose Ends Legal Solutions - Estate Planning Attorney - Loose Ends Legal Solutions, PLLC

http://looseendslegal.com/blog-36-How+to+Get+Organized+to+Meet+With+Your+Estate+Planning+Attorney

How can I Help. With your Estate Planning? How We are Different. Business and Succession Planning. Subscribe to our blogs. How to Get Organized to Meet With Your Estate Planning Attorney. Posted on: July 2nd, 2015. Youve finally decided its time to meet with an estate planning attorney and get your affairs in order. Its time to make sure your family is protected. Now that youve scheduled the first appointment, whats the next step? You can do one of two things:. Before You Meet With Your Attorney: 3 Things.

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Loose Ends Legal Solutions – Estate Planning Attorney – Scottsdale, AZ

http://looseendslegal.com/Page/our-team

How can I Help. With your Estate Planning? How We are Different. Business and Succession Planning. How We are Different. Deedra Abboud began practicing as a sole practitioner in 2012 and opened Loose Ends Legal Solutions in 2013 which is dedicated to making it easy for individuals, families, and businesses to make complicated legal decisions to ensure the well-being of themselves and their loved ones. Client Services Director (CSD). Scottsdale Financial Center III • 7272 E Indian School Road • ...

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How can I Help. With your Estate Planning? How We are Different. Business and Succession Planning. There are no upcoming events. Scottsdale Financial Center III • 7272 E Indian School Road • Suite 540 • Scottsdale, AZ 85251. Bull; Phone: (480) 448-5236.

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Loose Ends Legal Solutions – Estate Planning Attorney – Scottsdale, AZ

http://looseendslegal.com/Page/estate-planning

How can I Help. With your Estate Planning? How We are Different. Business and Succession Planning. Business and Succession Planning. Planning for Everyone You Love and Everything You Have. Do you know what would happen legally – to you, your loved ones, your money – if something unexpected happened to you? Do you know that a will alone, without other planning tools, some of which are quite simple and inexpensive, guarantees your assets will go through probate? Will educate you, take the time to get to kn...

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Videos - Lavin Law Group, LLG

http://www.lavin-elderlaw.com/videolibrary

CALL US NOW AT (877) 822-6424. Our video series provides answers to many of the questions you may have concerning asset protection, medicaid spend down, nursing home costs, Medicare benefits and VA benefits. You may also be interested in downloading our Complimentary. Guide to Estate Planning Basics here. 27 W Mulberry St., Lebanon, OH 45036. 240 JE. Bohanan Dr., Vandalia, OH 45377. 106 East Main St., New Albany, OH 43054. 832 N Fort Thomas Ave., Fort Thomas, KY 41075. 2016 Lavin Law Group,.

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Welcome to WealthCouncil! - Wealth Council

I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. -Maya Angelou. Most people do not listen with the intent to understand; they listen with the intent to reply. Stephen R. Covey. Deep listening is miraculous for both listener and speaker. When someone receives us with open-hearted, non-judging, intensely interested listening, our spirits expand. Sue Patton Thoele. On Jan 22, 2014. Lessons from Stressful Events.

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Legal Software | Law Practice Management Software | WealthCounsel - WealthCounsel

You can always spot a WealthCounsel attorney. Their documents are impeccable, their ideas are sharp, and their network is like no other. They have time for their clients, and it shows. As a WealthCounsel member, you’ll gain the legal software, knowledge, and community support to help make your practice a thriving business. Are you ready to be noticed? Technology transforms your business. Mark Biernath, JD - Member since 2003. Natalia Kabbe, JD - Member since 2012. Matt Warren, JD - Member since 2013.

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WealthCounsel Legal Support Blog

November 10, 2009. Creating a Dynasty Trust in WealthDocx RLT. The term Dynasty Trust means different things to different people.  WealthDocx uses the term Dynasty trust to describe a GST Exempt multi-generational common trust for descendants that lasts as long as the rule against perpetuities will allow.  This is one of the options for distribution of the Exempt Property when the mandatory division into GST Exempt and Non-exempt shares is selected. Submitted by Lew Dymond, JD. Posted at 04:55 PM in GSTT.

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Wealth Counseling

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Washington Wealth Counsellors' B-LAW-G

Thursday, May 31, 2012. Making Tax Saving Gifts, Protecting Assets and Your Personal Rainy Day Fund. 5,000,000 Exemptions Disappearing Fast. APT to the Rescue. First: Comply with State APT. To accomplish this, your first have to comply with the State Asset Protection Trust requirements. See our blog on the Virginia APT requirements. Second: Comply with Tax Requirements. 1) Qualified Independent Trustee. 2) Rules for Distributions or Property Use. You decide who you want to receive the money after your pa...

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WWC

Call us today: 571-633-0330. Or send an E-mail:. This email address is being protected from spambots. You need JavaScript enabled to view it. Washington Wealth Counsellors PC. How Insurance Fits into Your Business' Strategic Plan. Weighing Your Business Structure. Controlling Your Destiny with a Buy-Sell Agreement. Taking Care of the Key Executive. Estate Planning for the Business Owner. Preparing for the Future: A Business Owner's Checklist. Estate Tax Saving Strategies. Weighing Your Business Structure.