Estate Planning Trends 2022

By WealthCounsel Staff on Jun 10, 2022 10:00:00 AM

Trends - Blog Main Image

Estate planners have needs and concerns that change each year. That is why WealthCounsel teamed up with Trusts & Estates magazine and Informa Engage to conduct an annual survey of more than 500 estate planning professionals. 

This year’s major topics included cryptocurrency and nonfungible tokens (NFTs); referral sources; and the upcoming sunset of the Tax Cuts and Jobs Act. Read on for details about the survey results.

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Estate Planners: How You Can Help Your Business-Owning Clients

By WealthCounsel Staff on Jun 3, 2022 10:00:00 AM

How to help business-owning clients

Many participants of the Great Resignation decided to not only leave their jobs, but to also start their own businesses. Business startups surged 53 percent last year to 5.4 million, the highest number on record of any year. These new business owners need help with legal documents and business planning, providing attorneys with a new source of clients. Even if estate planning is your focus, understanding how to help new and aspiring business owners can grow your practice. Keep reading to learn more about how to reach and serve these potential clients.

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