Is the Chaos at Your Estate Planning Firm Caused by Bad People… or Bad Processes, Systems and Policies?

By WealthCounsel Education Staff on Nov 17, 2016 1:08:08 PM

Clients come to your estate planning firm craving guidance and clarity. They want to protect their legacies, put their affairs in logical order and ensure their beneficiaries’ future. In other words, they depend on you to restore their sense of stability. 

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Leveraging Swap Powers to Reduce Tax Liability: Part I

By WealthCounsel Education Staff on Nov 16, 2016 11:51:29 AM


Swap powers are an important but often overlooked opportunity in estate planning. Understanding what allowances swap powers provide can result in significant tax liability reductions. Attorneys working with clients to preserve assets should be aware of the potential benefits of swap powers and work them into estate planning strategies.

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How the Election Can Give You a Golden Opportunity to Market Firearm Planning Solutions to Your Estate Planning Clients

By WealthCounsel Education Staff on Nov 4, 2016 12:26:03 PM

Guns are a prominent issue in this year’s presidential election, and this compelling conversation highlights a new opportunity for estate attorneys. Whatever the election result, firearms owners are going to be thinking about the future. As part of estate planning, gun owners will be primed to recalibrate

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