WealthCounsel Staff


Recent Posts

Insights from Trump’s First Months to Serve Your Estate-Planning Clients Better

By WealthCounsel Staff on Oct 16, 2017 12:10:44 PM

As president, father, and real estate magnate, President Donald Trump should give estate planning attorneys much food for thought.

As president, father, and real estate magnate, President Donald Trump should give estate planning attorneys much food for thought–and that's true even in these early days of the administration. So let's consider one idea that relates to President Trump as father and real estate magnate, and another on policy writ large.

Continue Reading

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.

Continue Reading

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? 

Continue Reading
  • There are no suggestions because the search field is empty.