WealthCounsel Staff


Recent Posts

Marketing For The Busy Attorney: How To Make The Most Of Estate Planning Awareness Week

By WealthCounsel Staff on Oct 3, 2019 9:31:50 AM

marketing-package

Estate Planning Awareness Week, October 21-27, 2019, is just around the corner. With a reported 60% of all adults not having an estate plan, now is the perfect time to educate your community why comprehensive estate planning is critical—and why you’re the perfect professional for the job!

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The Good Apple: Helping Clients Pick the Right Fiduciary

By WealthCounsel Staff on Sep 20, 2019 10:03:00 AM

fiduciary-apple

Fiduciaries can hold a lot of power when it comes to the successful execution of one’s estate plan—they make crucial financial decisions, act as advocates for a client’s wishes,  make sure an estate’s debts are settled, and ensure that each beneficiary gets what they were intended to receive. As such, helping clients choose the right individual to carry out these duties can be the difference between successfully carrying out a client’s wishes and complete calamity.   

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Current Developments in Estate Planning and Business Law: September Review

By WealthCounsel Staff on Sep 13, 2019 10:02:00 AM

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A bankruptcy attorney sues Square, Inc. for discrimination; a Florida law firm learns an expensive lesson on negligent drafting—last month saw a few cases offering cautionary tales. So you can stay abreast of these legal developments, we’ve highlighted three recent cases and analyzed how they may impact your estate planning and business law practice.

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