Why Can’t You Ever Find the Time to Take on Those Great Creative Projects That Will Enhance Life for Your Small Business Clients?

By WealthCounsel Education Staff on Mar 22, 2017, 12:14:17 PM

learn more about how Business Docx can let you (finally!) get to work on all those creative projects and big risky ideas you’ve been storing in your Someday/Maybe file.

Small businesses rise or stagnate depending on creativity. As an attorney, you fully intend to take on projects to help your small business clients grow, but you never seem to find the time. Here are a few tips to get such projects jumpstarted:

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5 Things to Think About When Setting Up a Stand Alone Retirement Trust for a New Client

By WealthCounsel Education Staff on Feb 23, 2017, 12:00:05 PM

Wealth Docx can give you – and your client – peace of mind when establishing complicated retirement trusts.With the exception of a spouse, beneficiaries of an IRA don’t have a lot of options when they inherit. Choices consist of receiving the funds in a lump sum or liquidation of the account over five years. That also means a spendthrift beneficiary can waste a parent’s hard-earned retirement income with disturbing ease.

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A Key to Offering Customized Solutions to Estate Planning Clients: Amazing Drafting Software

By WealthCounsel Education Staff on Feb 16, 2017, 10:00:00 AM

When clients are going through the worst, make sure your document drafting software can offer them the best!

Tolstoy said, “All happy families are alike; every unhappy family is unhappy in its own way.” Since families and estates are so intertwined, Tolstoy’s maxim holds true in some degree for estate planning purposes. Many clients require customized estate planning – and clients with warring families have their own special needs and considerations.

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