From a growing demand for #EstatePlanning services to a better work-life balance, read this blog article to learn why now is a great time to transition into this practice area! https://bit.ly/4bAqWyc
About us
WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face. Our robust online document drafting solutions make working from anywhere a reality, while our coaching programs and a vast catalog of on-demand and live continuing education opportunities empower you to build and maintain a law practice that fits your life. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. Contact us to schedule a demo and learn more about how our software can help improve your practice.
- Website
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http://www.wealthcounsel.com
External link for WealthCounsel, LLC
- Industry
- Legal Services
- Company size
- 51-200 employees
- Headquarters
- Jersey City, NJ
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Continuing Legal Education (CLE), Estate Planning, Business Planning, Probate, Financial Planning, Retirement Planning, Personal Finance, Attorney Networking, Estate Planning Drafting Software, Trust Administration, Legal Analysis, Practice Success, Business Planning Drafting Software, Business Law, business, retirement, wills, trusts, and advance directives
Locations
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Primary
Get directions
3 2nd Street
Suite 803
Jersey City, NJ 07302, US
Employees at WealthCounsel, LLC
Updates
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Mark your calendars and join us January 16 for an introduction to the generation-skipping transfer (GST) tax, including the basic rules governing GST tax and when the tax applies. Register now: https://bit.ly/4iMn7L2
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Don't forget to register for the #ElderLaw webinar on December 19! This informative session will help you add value to your legal practice by becoming more familiar with Medicare eligibility, including how to help clients choose the best plan and the right time to enroll. Click here to learn more: https://bit.ly/4f7O7Se
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To help you stay abreast of recent legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your practice. Read the latest Current Developments blog now! https://bit.ly/3VB1Qda
Current Developments: December 2024 Review
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The WealthCounsel Quarterly is an informative legal magazine for estate planning and elder law attorneys. Subscribe for free today to access the full digital issue, including articles written by industry leaders, practice development tips, and WealthCounsel’s full educational calendar for the quarter! https://bit.ly/3VvzbWr
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Learn more about assets that pass outside the probate process during a complimentary webinar intended for attorneys new to trusts and estates law or eager to refresh their foundational understanding on December 17! Sign up here: https://bit.ly/3Z6dGwZ
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Exemption amounts for gift, estate, and generation-skipping transfer (GST) taxes are historically high, but these exemptions are scheduled to revert with the coming "sunset." Learn more about techniques your clients might want to employ now. https://bit.ly/4gxwn3V
Shining Some Light on the Sunset
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The 2025 Academy of Special Needs Planners National Conference will feature presessions on March 27 designed specifically for attorneys that cover key aspects of public benefits for individuals with disabilities and explore strategies for drafting and effectively administering special needs trusts. Learn more here: bit.ly/4eXxlFb
The 2025 #ASNPNationalConference will begin with informative special needs planning presessions on March 27! Presessions will follow two separate tracks, one designed for attorneys and another for financial planners. Learn more and register here: https://bit.ly/4eXxlFb
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Join us December 19 for an informative webinar designed to help you add value to your legal practice by becoming more familiar with Medicare eligibility, including how to help clients choose the best plan and the right time to enroll. Secure your spot! https://bit.ly/4f7O7Se
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VA pension with Aid and Attendance is designed to assist Veterans and spouses in need of long-term care. This article introduces the five tests a claimant must meet to attain VA pension eligibility and qualify for the benefits they have earned. https://bit.ly/4epM77B
Benefits Earned: The Five Tests for VA Pension
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