WealthCounsel Staff


Recent Posts

Getting HEET-ed with Wealth Docx®

By WealthCounsel Staff on May 25, 2018 9:00:00 AM

HEET-planning

As tuition and health care costs continue to soar, clients will be looking for ways to mitigate these financial burdens on their loved ones.

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Generation Z: The Next Estate Planning Demographic

By WealthCounsel Staff on May 18, 2018 9:00:00 AM

Generation-Z

Generational differences play a big part in the construction of estate planning strategies, as well as how attorneys should communicate the importance of those strategies to potential clients. In regards to younger generations, much has already been said about Millennials. But, quietly emerging into the marketplace is another demographicGeneration Z. If estate planners are going to continue to evolve their practices in terms of marketing their services to potential clients, then learning about this generation is key.

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WealthCounsel: Empowering New and Transitioning Estate Planners

By WealthCounsel Staff on May 11, 2018 12:32:28 PM

New-to-Estate-Planning

Law itself is a demanding industry. It requires practitioners to constantly keep abreast with, and adapt to, legislative changes. It demands a keen eye with an attention to detail, as well as the ability to see how strategic plans fit within clients larger estate planning goals. Unlike other businesses, attorneys have strict advertising ethical guidelines to adhere to, hampering their ability to advocate for their services and compete with cheaper do-it-yourself legal solutions.

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