Understanding Your Weaknesses and Strengths as an Attorney (and Law Firm Owner)

By WealthCounsel Staff on Aug 7, 2017 10:09:48 AM

Learn more about how Wealth Docx® helps you focus on what matters most as an estate planning attorney or law firm owner.

Are you of the mindset that you should work to improve things you aren’t good at? While you’re not alone, you’re wasting time. As an attorney, your time is money. 

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The Importance of Income Tax in Estate Planning Strategy

By WealthCounsel Staff on Aug 2, 2017 9:30:00 AM

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Income tax rates play an increasingly important role in estate planning strategy as the federal estate tax exemption rises. In the late 1990s, the estate tax exemption applied to many more people than it does today. Today, it applies to only 0.2 percent of estates.

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Theory of Constraints for Estate Planning Attorneys

By WealthCounsel Staff on Jul 31, 2017 1:34:44 PM

Learn more on how the Theory of Constraints relates to your estate planning practice and your ability to achieve your goals.

A chain is only as strong as its weakest link. Unbeknownst to you, there could be several weak links right in your office. These weak links are “bottlenecks,” or practices that gum up the works of your firm. Another word for them is “constraints.”

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