WealthCounsel Education Staff


Recent Posts

How Qualified Disclaimers Make Estate Planning More Flexible

By WealthCounsel Education Staff on Jan 18, 2019 9:00:00 AM

qualified-disclaimers

A key element of estate planning is to remember that things change. Assets today might not be available down the road. At the same time, assets might grow and require money to be moved around or reallocated when a spouse passes away.

The best estate planning strategies offer flexibility so that loved ones can analyze situations and make decisions when someone passes away. Rather than adhering to stiff plans with complex trust structures, estate planners can add flexibility and achieve significant tax advantages through the use of qualified disclaimers.

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4 Reasons Your Business Clients Don’t Feel Confident in Your Law Firm [and What You Can Do About It]

By WealthCounsel Education Staff on Apr 4, 2017 3:24:08 PM

Business Docx® gives you immense pride in your documents, which can in turn give you more confidence in other aspects of your estate planning practice.

If your business clients don’t feel confident in your law firm, you may be confronting an almost existential crisis. Can you stay in business if your best clients go elsewhere because they don’t trust that you’ll deliver on your value proposition? Here are four common reasons clients have second thoughts about working with an estate planning law firm:

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Why Can’t You Ever Find the Time to Take on Those Great Creative Projects That Will Enhance Life for Your Small Business Clients?

By WealthCounsel Education Staff on Mar 22, 2017 12:14:17 PM

learn more about how Business Docx can let you (finally!) get to work on all those creative projects and big risky ideas you’ve been storing in your Someday/Maybe file.

Small businesses rise or stagnate depending on creativity. As an attorney, you fully intend to take on projects to help your small business clients grow, but you never seem to find the time. Here are a few tips to get such projects jumpstarted:

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