4 Ways to Use Technology to Improve Your Communication with Clients

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

technology_blog

Do you consider yourself comfortable with technology? If so, you can help clients who are not. Our communications methods and preferences have changed drastically in just the past few years. The American Bar Association’s Model Rules of Professional Conduct Rule 1.4(a) requires that attorneys keep clients well-informed, and improving your communications skills through technology will assist your clients immensely. You can augment your communication skills using four types of technology: smartphones, Zoom meetings, document solutions, and social media.  

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LLC Formation: Which State Is Best?

By WealthCounsel Staff on Feb 25, 2022, 10:00:00 AM

llc-states (1)

When your client starts a limited liability company (LLC), they are not confined to forming it in their home state. Because all fifty states allow “foreign LLCs” to operate within their borders, your client can shop around for the state with the most advantageous rules. Your client can then operate the LLC under the law of the state where it was formed. Keep reading to discover the best states to form an LLC.

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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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