Getting HEET-ed with Wealth Docx®

By WealthCounsel Staff on May 25, 2018 9:00:00 AM

HEET-planning

As tuition and health care costs continue to soar, clients will be looking for ways to mitigate these financial burdens on their loved ones.

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WealthCounsel: Empowering New and Transitioning Estate Planners

By WealthCounsel Staff on May 11, 2018 12:32:28 PM

New-to-Estate-Planning

Law itself is a demanding industry. It requires practitioners to constantly keep abreast with, and adapt to, legislative changes. It demands a keen eye with an attention to detail, as well as the ability to see how strategic plans fit within clients larger estate planning goals. Unlike other businesses, attorneys have strict advertising ethical guidelines to adhere to, hampering their ability to advocate for their services and compete with cheaper do-it-yourself legal solutions.

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Charitable minds. Legacies of compassion. Introducing WealthCounsel Stands.

By WealthCounsel Staff on Apr 6, 2018 11:28:43 AM

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Crafting lasting legacies is what estate planning is all about. At WealthCounsel, we help attorneys draft legacies to have a steadfast, positive impact on their clients and their clients’ loved ones. But legacies aren’t just legal papers dictating the transfer of assets. At their root, they are the means by which we pass on our stories and take care of our families.

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