Work-Life Balance: Is It Really Possible?

By WealthCounsel Staff on Sep 17, 2021 10:00:00 AM

balance

Work-life balance sounds like one of those goals that everybody strives for but nobody can achieve. The stresses of the COVID-19 pandemic have stretched us to the point where work-life balance seems like a pipe dream—or even a cruel joke. But what if you really can achieve it?

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Announcing Open Registration for Symposium 2020

By WealthCounsel Staff on Jan 31, 2020 10:00:00 AM

Get your conference pass!

Symposium is a one-of-a-kind gathering of the finest minds in estate planning and business law. Featuring top-notch and practical education from leading experts in trusts and estates, unparalleled (and unforgettable) networking opportunities, and modern techniques for growing your practice, Symposium has one goal in mind: helping you achieve the practice you want.

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A Crucial Component to a Successful Estate Plan: The Family Meeting

By WealthCounsel Staff on Jan 3, 2020 10:06:50 AM

family-meeting

Congratulations! You’ve created a comprehensive estate plan for your client. Now that all documents are signed and handed over to the client, does that mark the end of an estate planner’s job? According to the book Estate Planning for the Post-Transition Period, the majority of estate plans that fail do so because of non-legal/non-technical aspects. These errors have nothing to do with your perfectly drafted estate plan. Rather, they are issues related to lack of communication and inaction on the part of your clients’ family. Today, the most common reasons for failure are:

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