Estate Planning Essentials: Community Clauses

By WealthCounsel Staff on Nov 29, 2019, 10:00:00 AM

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Adding customized clauses and provisions to a legal document is a great way to tailor a document to a client’s specific goals and circumstances. However, creating a new provision or tailoring an existing provision for a new client can be time-consuming, not to mention risky. To cut down on time and reduce the inherent dangers of simply editing an existing document, attorneys often make the mistake of using boilerplate provisions. 

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What You Missed: Symposium 2019 Highlights

By WealthCounsel Staff on Aug 29, 2019, 8:55:28 AM

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Symposium is the nation’s leading estate and business planning conference. This year, Symposium offered over 50 learning sessions with 5 learning tracks, 45 speakers, our new Paraprofessional Symposium, and explored some exciting new services and products. If you weren't able to attend, check out what you missed in the highlights below!

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10 Things You'll Miss If You Don't Attend Symposium 2019

By WealthCounsel Staff on Apr 12, 2019, 10:06:00 AM

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Don't miss out on this amazing opportunity to learn, network, and grow your practice. Visit our website to register, read the full agenda, and choose the symposium pass that works best for your budget. See you in Boston this July!

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