An Essential Part of the Estate Planning Process – A look at how the family meeting plays a part in the traditional estate planning process and the new paradigm in estate planning, the client care program, published in The WealthCounsel Quarterly. An estate plan will more likely accomplish a client’s goals if the client is
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An in-depth examination of the inherent problems that occur as a result of the traditional model of estate planning, and how a proactive model increase the chances for a successful result for clients. This article appeared in The WealthCounsel Quarterly. Clients look to an estate planning attorney to create a plan so that their affairs
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One of the crucial questions attorneys ask when considering a client maintenance program is “What services should be included?” Many firms have delayed, suspended or terminated implementing an updating program because they are unsure of the services they should provide. There is no roadmap or “industry standard” regarding how to keep estate plans up-to-date and
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You may have noticed that unicorns started gaining traction in pop culture a couple years ago and have sustained their popularity. The term unicorn first popped up in finance slang in 2013 after Aileen Lee, a venture capitalist, used it to describe a privately held startup companies valued over $1 billion. Now entrepreneurs want to
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