Estate & Wealth Transfer Planning Insights

Topics

Is your not-for-profit making the most of its email list? If you send every item to individual donors, corporate supporters, volunteers and the…

If you’re putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings plan. Also known as “college…

Federal estate tax liability is no longer an issue for many families, now that the gift and estate tax exemption stands at $11.4 million for…

You probably don’t have to be told about the need for a will. But do you know what provisions should be included and what’s best to leave…

When drafting your estate plan, you and your attorney must account for what happens to your children and your assets after you die. But your…

If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one,…

Connect with Us

Use the form below to send us an email. WCS responds directly to all inquiries and general questions within 24 hours of posting.