Protecting Assets for the Next Generation

By WealthCounsel Staff on Aug 27, 2021 10:00:00 AM


Fall is often associated with back-to-school time, when many clients focus on their children’s educational future. This makes fall the perfect time for estate planning attorneys to remind their clients how important it is to take steps to secure their children’s financial future as well. By incorporating asset protection in their estate plan, clients can not only provide an inheritance for their children but also protect the inheritance from creditors, a soon-to-be ex-spouse, and poor money management that can quickly deplete hard-earned assets. 

Continue Reading

Top Four Concerns Estate Planners Hear From Clients

By WealthCounsel Staff on Aug 20, 2021 10:00:00 AM


Earlier this year, WealthCounsel, in conjunction with Trusts & Estates magazine, surveyed over 500 estate planning professionals to see what opportunities and challenges they and their clients face. The results indicate that, while there is stability within the industry overall, there are growing concerns from clients regarding proposed legislation that could have wide-ranging implications if passed. 

Continue Reading

Current Developments in Estate Planning and Business Law: August 2021

By WealthCounsel Staff on Aug 13, 2021 10:00:00 AM

monthly-recap (1)

From penalties for the nonwillful failure to file reports of foreign financial accounts to new consumer privacy legislation, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

Continue Reading