5 Resources to Help Your Overwhelmed Business Law Clients (And 1 Bonus Resource for You): Part 2

By WealthCounsel Staff on Aug 25, 2017 10:28:56 AM

Learn more about technological solutions that are surprisingly easy to use, but may streamline your day-to-day, from an operational perspective.

In our first post, we talked about empathizing with business clients who may feel overwhelmed by the business of running a business, and we suggested a couple books to help them reframing their thinking about small business ownership.

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5 Resources to Help Your Overwhelmed Business Law Clients: Part 1

By WealthCounsel Staff on Aug 21, 2017 9:31:18 AM

Consider these resources for your business law client. Even the most enthusiastic business owner may become overwhelmed with the business of running a business.

As attorneys, you've heard many reasons why people start a business. People start businesses because they have an idea they're passionate about. They see a need, and they know how to fill it. 

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What is Proactive Planning?

By WealthCounsel, LLC on Aug 17, 2017 1:38:00 PM

what does proactive planning for seniors mean

Proactive planning is designed to allow people to qualify for Medicaid without losing most, if not all their resources. The main strategy is to utilize special planning techniques to make appropriate transfers at least five years before applying for institutional level of care benefits.

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