Save time and expand your practice with these legal technologies

By WealthCounsel Staff on Jul 13, 2018 6:00:00 AM

It’s amazing how technology has been transforming the estate planning industry. What was once a maze of paperwork is now mostly digitized, with organized, easy-to-use online files. If you’re curious about which legal technologies can help you the most as an estate planning attorney, this blog is for you.

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5 Things to Have Your Clients Take Care of Before Their Kids Go Off To College

By WealthCounsel Staff on May 4, 2018 8:00:00 AM

May is graduation month. This is a time when many of your clients may be celebrating their children’s academic achievements, and even getting ready to send them off to college. During this hectic and emotionally tumultuous time, parents may be all-consumed with helping prepare their soon-to-be college student for the next phase, causing them to overlook important estate planning matters.

This is where youthe estate plannercome in. Now, is the perfect time to help remind your clients that there are a few important things they should add to their to-do list as they get ready to send their kids off to college.

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5 Most Common Charitable Giving Mistakes

By WealthCounsel Staff on Apr 27, 2018 12:59:04 PM

When it comes to practicing law, mistakes can and do happen. Despite our best efforts, they can sneak into even the most thoroughly reviewed document or estate plan. Most clients can forgive the occasional errorattorneys are human after all. However, when it comes to big mistakes, especially those that cost clients money or don't meet their estate plan goals, can result in ruined client relationships and even negatively impact your practice's integrity.

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