WealthCounsel Staff


Recent Posts

Your Small Business Clients Need Systems to Run at Their Best

By WealthCounsel Staff on Oct 10, 2017 9:47:11 AM

 

The reasons small businesses prosper or fail are legion, the right technology is a critical component.

Small business isn’t for the faint of heart. It’s for the brave, the patient and the persistent. It’s for the overcomer.” – Author unknown

The reasons small businesses prosper or fail are legion. Customer service, management, quality control, the overall economy and many other factors come into play, but the right technology is a critical component.

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Talking to Your Clients about Stand-Alone Retirement Trusts

By WealthCounsel Staff on Sep 19, 2017 10:54:56 AM

Learn more about how an SRT can protect beneficiaries' futures–from financial to personal.

For many clients, their retirement accounts emerge as a major part of their estates. But what if there are concerns about how to best protect a naming beneficiary as the direct inheritor of an IRA? 

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What Do You Look for Most When Choosing a Legal Conference to Attend?

By WealthCounsel Staff on Sep 15, 2017 10:32:00 AM

legal_conferences_Symposium2017

Legal professionals share why subject matter, practicality, and relevance are top considerations

There are countless factors that go into deciding which legal conference to attend. Whether it’s travel, cost, or content, there are several considerations to keep in mind when making arrangements.

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