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WealthCounsel Quarterly

The WealthCounsel Quarterly is the premier legal magazine for estate planning and elder law attorneys. Subscribers get access to the latest digital issue that includes informative articles written by industry leaders, practice development tips, and WealthCounsel’s full educational calendar for the quarter.
IN THIS ISSUE:
This issue of the WealthCounsel Quarterly discusses the importance of planning for our aging population. It highlights current planning opportunities and protections, including:
- Proactive planning to assist clients in qualifying for long-term care Medicaid.
- Safeguards aimed at preventing senior citizens from being victims of financial exploitation.
- Strategies to help aging business owners in planning for long-term care, asset transfer, and business succession.
- Techniques for acquiring clients and fostering lasting relationships with them using narrative storytelling.