Trusts & Estates
Rainmaking 101: Top 20 Influencers
In this article, Mark Powers (President of Atticus) and Shawn McNalis (Atticus senior practice advisor) discuss the importance of an attorney’s referral sources and provide important tips on what you must do to cultivate the relationships you have with each referral source. This is a “must read” article for all attorneys who want to protect one of their greatest assets – their Top 20 Influencers.
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2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn MoreWealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Learn MoreWealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
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