WealthCounsel, LLC

10/13/2026

This Estate Planning Awareness Week, we’re giving you a free marketing package to help you engage your clients and expand your firm’s reach: four client-ready pieces, free to access and ready to distribute to your contacts.

Tackle the issues your clients and prospects care about most right now: rising long-term care costs, DIY AI tool risks, blended-family dynamics, and the Great Wealth Transfer. Download your free, attorney-created marketing package today → https://bit.ly/4dCOVkc

10/12/2026

WealthCounsel's offices will be closed Monday, October 12, in observance of the national holiday. We will resume normal office hours tomorrow, Tuesday, October 13.

10/09/2026

Navigating Medicaid eligibility with business assets can feel similar to navigating a maze. Are they countable? Can they be excludable?

Join us for a webinar on November 3 to learn about the laws governing the treatment of business entities, property essential for self-support, Medicaid, and planning strategies to protect business property. https://bit.ly/4dlRwPl

10/08/2026

Estate Planning Awareness Week is coming up October 19–25!

Stay tuned and make sure you’re subscribed to receive WealthCounsel emails to access the client-ready content we’ve created to help you promote your practice that week!

Click here to join our email list: https://bit.ly/4dtI3FF

10/08/2026

Death, disability, and decline are uncomfortable but essential topics for elder law attorneys to address with clients. This article from the WealthCounsel Blog offers practical communication strategies to navigate these difficult conversations with tact and empathy. Read it now!

Learn to communicate more effectively with your clients about topics such as death, disability, and decline while building trust and gaining a better understanding of their needs.

10/07/2026

To avoid contests, most wills and trusts contain a no-contest clause, which generally provides that a beneficiary contesting the will or trust will be disinherited. Careful drafting is necessary to avoid the clause being held unenforceable because it is either too vague or overreaching.

Join us October 19 for a webinar that will explore no-contest clauses and review recent developments that may shed some light on the effectiveness of these provisions. Learn more: https://bit.ly/4hwtdAG

10/06/2026

📢 Attention New England Attorneys 📢

Join us for the in-person Massachusetts Forum Annual Meeting 2026 on Friday, October 30, in Burlington, MA. This year’s agenda will focus on the impact of Artificial Intelligence on the practice of law, one of the most significant topics facing practitioners today, and proven strategies for navigating the everyday challenges of estate planning practice, a perennial concern of practitioners.

Learn more here: https://bit.ly/479utDR

10/06/2026

Download 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. Click here for access: https://bit.ly/436dikZ

10/02/2026

Don’t miss the Business Law In Focus webinar on October 6! We’ll cover best practices for attorneys conducting initial consultations with entrepreneurial clients and share key structural considerations, risk management, evaluating product-market fit, and essential intake checklists.

Register today: https://bit.ly/3Tu7znv

10/01/2026

An October State Forum meeting is the perfect place to connect with fellow WealthCounsel members and share best practices! Whether you’re looking for state-specific insights or simply want to build your local referral network, don’t miss this month’s opportunities. Find a meeting near you today! https://bit.ly/3vnVRyt