10 estate planning tasks your client should do before 2013

By Jonathan A. Mintz, J.D. for LifeHealthPro.com. Jonathan Mintz is chief operating officer of WealthCounsel, a membership organization of thousands of estate planning attorneys located in all 50 states. Jonathan is also the COO of WealthCounsel’s sister company, The Advisors Forum LLC The end of the year will be here before we know it. But … Continue reading

Nine Things Women Should Know About Estate Planning (Forbes article)

Estate Planning Is A Women’s Issue While important to both sexes, estate planning often affects women more profoundly. Women live longer on average and tend to marry older spouses, making them three times as likely as men to be widowed at 65. So for women, estate planning is a crucial part of retirement planning. And … Continue reading