WealthCounsel Staff


Recent Posts

Tools to Boost Efficiency and Help Manage Your Practice

By WealthCounsel Staff on Jun 24, 2022 10:00:00 AM

Tools to Boost Efficiency - Blog (1)

Running a law practice can be challenging, but fortunately, there are a variety of technological tools that can make it easier. These solutions can help you manage your client relationships, save time with scheduling, design email marketing strategies, automate webinars, and create consistent branding. Doing things the old-fashioned way may be comfortable, but you can gain time and money by taking advantage of business efficiency solutions. Keep reading to learn more. 

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SECURE Act Proposed Regulations: Key Highlights for Estate Planners

By WealthCounsel Staff on Jun 22, 2022 1:34:27 PM

SECURE ACT - IRS 2

While the SECURE (Setting Every Community Up for Retirement Enhancement) Act became law in late 2019, the Internal Revenue Service has only recently proposed how to implement it. The 275 pages of regulations have not yet been finalized, but their publication affects many estate planning clients.  These rules are a moving target, so it is important to learn about them from the source rather than relying on the expertise of custodians or financial advisors.

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Current Developments in Estate Planning and Business Law: June 2022

By WealthCounsel Staff on Jun 17, 2022 10:00:00 AM

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From the unenforceability of arbitration clauses in trusts to the applicability of the Americans with Disabilities Act to small businesses, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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