Love and Marriage: Two for One Considerations for Engaging Married Couples for Estate Planning Services

By WealthCounsel Staff on Nov 29, 2024 10:00:00 AM

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By Fran-Marie Silveri, JD

As estate planning attorneys, our paramount responsibility is to guide clients through the intricate terrain of planning for incapacity and death. Client representation always poses specific ethical and practical challenges, such as properly addressing their goals and needs, checking for conflicts of interest, and maintaining confidentiality (or using confidentiality waivers where appropriate). When it comes to representing married couples jointly, the considerations and complexities multiply, necessitating a more nuanced approach that addresses both individual and joint interests. This article delves into some of the issues to consider throughout all phases of the relationship when representing married clients.

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Tips to Enhance Your Cybersecurity and Protect Clients’ Data

By WealthCounsel Staff on Apr 28, 2023 10:11:16 AM

Protecting Clients Data-Blog

Modern technological tools make estate planning easier, but they present new responsibilities to keep your clients’ data safe. Because cybercriminals aim 43 percent of their attacks at small businesses, your law firm may be vulnerable without proper cybersecurity measures in place. A constant battle occurs in which hackers attack and IT professionals defend data and financial assets. Keep reading to learn helpful tips to safeguard your clients’ private information.

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Lights, Camera, Clients: Using Video Storytelling to Attract and Retain Business

By WealthCounsel Staff on Apr 21, 2023 10:00:00 AM

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Storytelling is a powerful way to grow your law practice, especially if you can leverage the power of video. Eighty-two percent of global Internet traffic comes from video downloads and streaming. Providing valuable content through videos can build interest that will encourage viewers to become clients. Adding videos to your website and social media accounts will only be effective if you learn to do it right, however. Keep reading to learn the best storytelling techniques and video production tips.

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