Why You Should Add Estate Planning to Your Practice

By WealthCounsel Staff on Jan 14, 2019 11:00:00 AM

 

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Estate Planning Essentials

By WealthCounsel Staff on Jan 7, 2019 1:56:17 PM

 

Learn how to boost your practice’s revenue

Now that 2018 has come to a close and you're looking over your financials for the year, did your practice make as much money as you wanted it to? If you want to bolster your revenue stream in 2019, make plans now to attend an Estate Planning Essentials event near you. 

Estate planning is the perfect addition to your practice’s service offerings and here’s why:

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Keeping Your Clients' Estate Plans Drama-Free

By WealthCounsel Staff on Dec 28, 2018 6:00:00 AM

Holidays are a wonderful time to enjoy family traditions and catch-up with relatives over the dinner table. With family already on their minds, December is a perfect time to remind those within your community that while they might be able to avoid family drama this year by staying at home, their estate plan might not be as lucky.

In order to help individuals navigate family dynamics and protect their estate plans, attorneys need to make sure they are aware of all potential issues. This means educating oneself on the issues, as well as creating a process by which a client is able to openly and honestly discuss these emotionally-charged topics.

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