5 Typos that Could Affect Client Trust

By WealthCounsel Staff on Feb 18, 2022 10:00:00 AM

typos

Mistakes happen in all forms of writing, including the drafting of estate planning documents. Even a small typographical error can have big consequences for you and your clients. If these errors are not rectified before the documents are signed, they can hurt your credibility with clients or worse—lead to malpractice claims. 

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Current Developments in Estate Planning and Business Law: February 2022

By WealthCounsel Staff on Feb 11, 2022 10:00:00 AM

monthly-recap (1)

From new Internal Revenue Service (IRS) life expectancy tables for required minimum distributions to lowered reporting thresholds for third-party payment networks, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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Current Developments in Estate Planning and Business Law: January 2022

By WealthCounsel Staff on Jan 21, 2022 10:00:00 AM

monthly-recap (1)

From an Internal Revenue Service (IRS) Chief Counsel Advice affecting GRATs to decisions regarding the deduction of business losses, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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