Retirement Planning: Five of the Most Common Accounts

By WealthCounsel Staff on Apr 1, 2022 10:00:00 AM

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The road to retirement is different for everyone. Workers have many paths to help save for retirement as they travel toward the same goal. Since retirement funds are an important part of many estate plans, you should understand the most common types of retirement accounts. Read on to learn more about these accounts and their various tax implications.

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NFTs and Estate Planning: The Latest Digital Asset

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

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Nonfungible tokens (NFTs) are gaining popularity at an exponential rate. Trades of these unique digital assets increased by an eye-popping 21,000 percent in 2021, for a total value of $17.6 billion. Because your clients are increasingly likely to have NFTs in their portfolios, it is important that you understand them and know how to include them in an estate plan. 

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4 Ways to Use Technology to Improve Your Communication with Clients

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

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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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