5 Tips for Reading a Client’s Body Language During an Interview

By WealthCounsel Staff on Apr 18, 2017 10:02:32 AM

Learn more on how understanding body language can create a smoother client interview process.

Fluency in other languages always benefits a lawyer’s practice, but fluency in body language is essential. No matter what a client is telling you–or not saying–their body language can speak volumes. These tips help you know whether to change direction during a meeting, or if you’re on the right track:

Continue Reading

Before You Purchase Estate Planning Software, Read this Article

By WealthCounsel Staff on Apr 5, 2017 9:00:00 AM

Before You Purchase Estate Planning Software...Even the best writers fall victim to typos and mistakes. As an estate planning attorney, these can hurt your practice’s reputation and have a number of other consequences. For example, they could also create tax issues for your clients and put you at risk of legal action. If you consistently find errors and typos in your legal documents, it might be time to invest in estate planning software that helps craft critical documents like wills and trusts.

Continue Reading

Fact or Fiction? 43% of the Population Has No Estate Plan

By WealthCounsel Staff on Mar 29, 2017 9:00:00 AM

Fact or Fiction? 43% of the Population Has No Estate Plan in PlaceBelieve it or not, 43% of Americans don’t have an estate plan. While the advantages of a will or trust might seem obvious to you as an estate planning attorney, a sizeable minority of Americans don’t recognize the value.

Even when the topic does cross their mind, misconceptions about estate planning abound. The most common one is that the average person doesn’t need an estate plan. Of the 43% of Americans who don’t have a plan in place, more than one third (37%) haven’t addressed the issue because they don’t believe they have sufficient assets to warrant an estate plan. Another 29% said they weren’t wealthy enough to even consider it.

Continue Reading
  • There are no suggestions because the search field is empty.