WealthCounsel, LLC

We are thrilled to announce registration for #Symposium2025 is now open! Join us September 10–12 in San Antonio, Texas, for learning, networking, and fun, with optional precursors offered September 9. Don't wait! Secure your seat now: https://bit.ly/4ixn5Wx

Hello from San Diego, CA! We are thrilled to be hosting this year’s Academy of Special Needs Planners National Conference and can’t wait to connect with this community of planners from across the country. Stop by to see us and learn what’s new at WealthCounsel! #ASNPNationalConference

Symposium 2025 is THE conference for estate planning and elder law attorneys! Purchase your ticket today at a discounted rate and get ready to gather, learn, and connect with fellow professionals in San Antonio, TX, this September! Click here: https://bit.ly/4ixn5Wx #Symposium2025

While there may not be substantial legal differences in planning for men versus women, female clients often approach estate planning differently. This presents an opportunity to empower women through your services. Women’s History Month is an excellent time to consider how you can enhance your offerings to better support the needs of women in your community. Check out this article to learn how one attorney’s understanding has led to a greater ability to serve her female clients. https://bit.ly/421AMX1

Join us April 15 for a complimentary webinar to learn how you and your firm can better assist America’s aging population. With tips for navigating questions of capacity and discussions on the feasibility of accessing public benefits such as Medicaid, Medicare, and Social Security, you won’t want to miss it. Sign up now! https://bit.ly/4ldRL1l

Join us Thursday, April 10, for an exciting day of virtual learning tailored to practitioners focusing on advanced strategies! The Advanced Estate Planning Summit 2025 offers the opportunity to earn up to 5.0 continuing legal education credits, gain valuable insights, and enhance your professional skills—all from the comfort of your home or office. Sign up here: https://bit.ly/4hjCI3v

In this article, we discuss how to create effective pricing strategies for estate planning law firms, including how to establish and review prices based on client needs, market rates, and overhead costs. Dive in now! https://bit.ly/43tJU94

Our team is excited to be in Palm Springs, CA, this week attending the ACTEC 2025 Annual Meeting! Stop by our booth to learn about the different drafting tools, resources, and educational opportunities WealthCounsel has for #EstatePlanning and #ElderLaw attorneys!

We are excited to continue this month’s celebration of Women’s History Month and International Women’s Day, highlighting the significant contributions of women in estate planning and their impacts on the industry. WealthCounsel empowers women attorneys to take control of their work-life balance and build rewarding careers. Transitioning to estate planning is a great opportunity to ?? build personal connections with clients, ?? design a schedule that prioritizes family, and ?? find purpose and meaning in your work. If you’re ready for this exciting change, our Estate Planning Bootcamp can teach you the fundamentals and set you up for success! To further our commitment to empowering women with this opportunity, the first 50 firms who join WealthCounsel by March 31, 2025, will each receive one complimentary registration for this multi-day, intensive course. Learn more here: https://bit.ly/43PaHgo

Save time with our consolidated Federal Estate, Gift, and GST Tax Exemptions & Rates: Quick Reference Guide—a must-have for estate planning attorneys seeking quick access to key transfer tax data. Download it now to easily find what you need without having to consult multiple sources. https://bit.ly/3FpgBuF