National Elder Law Month: A Timely Opportunity to Support Clients and Grow Your Practice

By WealthCounsel Staff on Apr 24, 2026 2:29:26 PM

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Each May, the National Academy of Elder Law Attorneys observes National Elder Law Month, a time dedicated to raising awareness of the legal, financial, and personal challenges that come with aging.

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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

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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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