Protect Your Client’s Pets! Estate Planning for Pet Owners and Their Animal Companions

by | | Estate Planning, Pet Protection Trusts

by  Francis Burton Doyle, Esq., WealthPLAN Give Your Clients the Security of Knowing that Their Furry Friends are Secure!  Most attorneys know that there are four significant trends right now in America! The aging of the U.S. population, The increase in pet ownership,...

How to Counsel Your Estate Planning Clients About the Benefits of Charitable Planning

by | | Estate Planning

by Francis Burton Doyle, Esq., WealthPLAN Planned giving is commonly defined as “the complementary fund-raising activity which helps individuals with charitable intent make the largest gift possible with the right asset, in the most advantageous form and at the most...

The Legal & Non-Legal Aspects of End-of-Life Planning

by | | Estate Planning, Legacy Planning

by Francis Burton Doyle, Esq., WealthPLAN Helping clients on a daily basis with their legal planning for the future includes both legal and non-legal aspects of planning. One non-legal aspect of planning involves your clients final arrangements. It is strongly...

Good Samaritans Beware

by | | Elder Issues, Estate Planning

by  Francis Burton Doyle, Esq., WealthPLAN Perhaps the most insidious statute in California is the one, which inhibits gifts to innocent individuals who in good faith assist friends and neighbors with their personal or financial affairs and then find that testamentary...

Help Your Clients Tell Their Life Story: Writing a Memoir, Creating a Family History & Sharing Lessons Learned

by | | Elder Issues, Law Practice Managment, Legacy Planning

Feature Article: Law Practice Management Series by Mary G. Anderson, Life Management Consulting Group Managing a successful law practice includes many challenges from planning ahead, leading your team, organizing work flow, controlling costs and continuing to stay...

Estate Tax Legislation: Rampant Speculation in 2010

by | | Estate Planning

by Francis Burton Doyle, Esq., WealthPLAN After over a year of rampant speculation, Congress has failed to correct the flawed estate tax system. Experts nationwide found this inaction impossible to predict. The estate planning community is just now coming to terms...