What the New Tax Plan H.R.1 Means for Estate Planning Attorneys

By WealthCounsel Staff on Jan 30, 2018 12:06:22 PM

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H.R.1 provides an opportunity for estate planning attorneys to capitalize on the new rules for tax exemptions. This article highlights some of the most important changes and provide strategies for maximizing your clients’ legacies.

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How Attorneys Can Adapt in Our Era of Mass Customization

By WealthCounsel, LLC on Jan 2, 2018 2:43:01 PM

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One-size-fits-all is over. Want a week's worth of customized menus for your picky eaters or reading list based on your preferences? There's an app for that. From technology to consumer products to services, today's consumers have a wider array of individualized options than ever.

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Pet Trust Dos and Don’ts

By WealthCounsel Staff on Oct 25, 2017 4:00:00 PM

How to incorporate pet trusts into estate planning, and why this will add value to your practice

For many people, animals are part of the family. Dogs, cats, rodents, reptiles, birds, and other pets are important members of millions of households, and yet they are not always accounted for when planning for the future. Many people overlook pets when embarking on estate planning and are unaware that these loved ones should be accounted for in the event of owner death or incapacity. As an attorney, adding pet trusts to your legal repertoire can add value to your law practice and potentially capture a whole new client base. Pet trusts can be easily and quickly added to an existing estate plan. Still, there are a few guidelines to follow to ensure pet owner intentions are honored in the event an animal outlives them.

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