WealthCounsel Staff


Recent Posts

How To Make The Most of Your Clients' Retirement Account

By WealthCounsel Staff on Nov 22, 2019 10:00:00 AM

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For many estate planning clients, retirement assets will be the largest asset they own at their death. Passing retirement accounts to intended beneficiaries requires special knowledge and careful planning.

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Current Developments in Estate Planning and Business Law: November Review

By WealthCounsel Staff on Nov 15, 2019 10:15:00 AM

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From long-awaited guidance on the tax treatment of cryptocurrency to the banning of forced arbitration agreements for workers in California—we’ve recently seen some impactful developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we’ve highlighted five noteworthy developments and analyzed how they may impact your estate planning and business law practice. 

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Helping Business Clients Navigate Revamped Privacy Laws

By WealthCounsel Staff on Nov 8, 2019 10:25:00 AM

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When consumers experience a “breach” of certain categories of information, state laws have required organizations to notify those affected and, in some instances, to also notify state agencies, consumer reporting agencies, and the media. A growing number of states—including California, Colorado, Connecticut, Maryland, Massachusetts, Texas, and, most recently, New York—have gone a step further, requiring organizations to develop and implement “reasonable safeguards” to secure the personal information they collect and use. 

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