One for All, All for One: How Wealth Docx® Empowers Attorneys and Paralegals

By WealthCounsel Staff on Mar 9, 2018, 9:50:59 AM

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Law firms are constantly looking for ways to maximize efficiency without sacrificing quality and
paralegals have always been instrumental in helping attorneys meet these needs. This short article
discusses how Wealth Docx is not only a great resource for attorneys but how it is also a powerful tool for
paralegals.

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What the New Tax Plan H.R.1 Means for Estate Planning Attorneys

By WealthCounsel Staff on Jan 30, 2018, 12:06:22 PM

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H.R.1 provides an opportunity for estate planning attorneys to capitalize on the new rules for tax exemptions. This article highlights some of the most important changes and provide strategies for maximizing your clients’ legacies.

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Estate Planning for Blended Families

By WealthCounsel Staff on Nov 3, 2017, 4:00:00 PM

Blended Families choose WealthCounsel

Attorneys face unique challenges when working with blended families. When planning for blended families, attorneys must take into account property that each spouse owns from their prior marriages as well as property that is jointly owned by the spouses in the current marriage. This requires an understanding of the nuances of each case and special tools to address client needs.

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