Business owners require estate planning and lifetime planning as well. Choice of Business Entity The first step in starting any business is considering a proper choice of business entity. Each has advantages and disadvantages. The type of entity will vary in each circumstance and an attorney should assist in choosing the business type. Choices include […]
Category: Estate Planning
Estate Planning for Blended Families
Did you know that 65% of Americans are now members of a blended family?1 Download the Estate Planning for Blended Families Article Need some estate planning solutions and techniques for blended families? Please fill out the following form to download Estate Planning for Blended Families from Thomas D. Begley Jr.: Blended Families Blended families are […]
Estate Planning for Blended Families
What are blended families? Blended families take several forms: Married couples in which one or both spouses have children from a previous marriage. Families with children who are in second or subsequent marriages and who have children from previous marriages. Families with children whose spouses have children from previous marriages. Blended families can face complex […]
Use of a Health Care Power of Attorney
A Health Care Power of Attorney is a document under which you name one or more persons to help you make medical decisions while you are incapacitated. In it you the principal name someone you trust to act as your agent in making your medical and healthcare decisions in the event that you become unable […]
Estate Planning Legal Foundations
Legal Foundations for the Future You’ve planned, budgeted, saved. You’re insured, and you may be debt free. But what would become of all this diligence if you suddenly became unable to continue to manage your affairs personally due to physical and/or mental infirmity? In an abundance of caution, these three documents should be cornerstones in […]
Top 5 Estate Planning Software for Attorneys in 2024
Top 5 Estate Planning Software for Attorneys in 2024 The landscape of estate planning has been increasingly shaped by advancements in technology, offering attorneys robust tools to manage clients’ estate planning needs more efficiently. With various software options available, choosing the right one can be pivotal for your practice. Below are the top 5 estate […]
Best Estate Planning Software for Attorneys in 2024: Simplifying the Process
In the rapidly evolving legal industry, estate planning attorneys are leveraging technology to enhance productivity, streamline client management, and ensure accuracy in documentation. Whether you’re a solo practitioner or part of a larger firm, finding the right estate planning software can transform your practice. In this post, we’ll explore some of the best estate planning […]
Introducing Beyond Counsel Training — Get Your Firm Up and Running with Ease
At Beyond Counsel, we are committed to making legal practice management intuitive and seamless. Whether you’re a new user or transitioning to our online version, we’ve put together two essential training videos to help you get started and maximize the platform’s potential for your firm. 1. Setting Up Your Firm in Beyond Counsel The first […]
Beyond Counsel FAQ: Transition to the Online Version
As we continue evolving to better serve our clients, Beyond Counsel has transitioned from the HotDocs version to a fully online system. We understand that you may have questions about how this shift affects your experience. Below are answers to some of the most frequently asked questions about the change. Q: Will I still be […]
Updating Table of Contents
3 Ways to Update Beyond Counsel’s Table of Contents 1. Install the Beyond Counsel Updater Toolbar (PC Only) If you’re using a PC, the quickest and easiest way to update your Table of Contents is by installing our custom Beyond Counsel Updater Toolbar. This tool is designed to streamline the process with a single […]