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Latest Blog Posts

You're the General Manager When it Comes to Creating a Championship Plan

Posted on: February 15th, 2017
Effective estate planning isn't a one time event. In order to have the most effective plan possible, we need to take note of what has changed in our lives since our plan was last drafted. We also need to be aware of what is changing around us with regards to the law....

Reduce Confusion By Organizing Your Estate Plan

Posted on: January 25th, 2017
Estate planning can be confusing and overwhelming. Cut down on the confusion with this checklist for getting your plan organized....

The Interesting Results of a Powerful Survey on Estate Planning

Posted on: January 16th, 2017
WealthCounsel's inaugural survey on estate planning helped highlight significant gaps in what people think they know about estate planning and what is actually true about estate planning....

Why is an operating agreement important for my LLC?

Posted on: November 30th, 2016
Depending on your type of business, there are practical reasons that an operating agreement may be helpful, even if they aren't required by your state's business formation laws....

9 Practical Things Every Operating Agreement Should Have

Posted on: November 22nd, 2016
There are 9 important considerations that should be included in any operating agreement....

4 Reasons to Consider a Trust for Your Estate Planning Needs

Posted on: October 26th, 2016
Non-financial reasons are some of the most compelling reasons to consider planning through a trust....
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