3 Tips to Help Clients Avoid Probate

By WealthCounsel Staff on Nov 16, 2018, 6:00:00 AM

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Probate is the court-supervised process of validating a decedent’s will if they have one, gathering and valuing their assets, identifying and settling their debts, and, ultimately, distributing their estate to their chosen beneficiaries or heirs as determined by law. There are many compelling reasons to help clients plan to avoid probate. Probate can be costly and time-consuming. It can turn a deeply personal matter into a public proceeding during an already difficult and grief-filled time.

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Planning for the Unexpected

By WealthCounsel Staff on Oct 19, 2018, 6:00:00 AM

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Helping clients plan for life’s unexpected events—whether it’s welcoming a new family member, coming into an inheritance, or dealing with an illness—is at the heart of what estate planners do. As we recognize October as Breast Cancer Awareness month, it’s a great opportunity to remind ourselves how we can continue to help our clients plan for the curve balls that life throws us.

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Does the Billable Hour Need a Refresh?

By WealthCounsel Staff on Oct 12, 2018, 6:00:00 AM

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The traditional hourly billing method has long been a contentious topic among attorneys. But, with the increasing demand for better cost predictability and transparency, does this billing method need a refresh or should it be ditched for other billing strategies?

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