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Why WealthCounsel

Why Wyoming?

Asset Protection, Trusts, Wyoming (WY),

The current transfer tax structure, depressed values and low interest rates create tremendous opportunities for our estate planning clients. As estate planners, we constantly evaluate the best options for those...

Win-Win: Adding Retirement Planning to Your Estate Planning Practice

Retirement Planning, Practice Development, Estate Planning,

Ryan D. Brown, JD and Paul G. McGillivray, JD | Contributing Guest WritersEstate planning and elder law attorneys are looking to increase their clientele and services. Clients need retirement...

Would You Set Up a 501(c) For Me… for Free? Issues to Consider Before Volunteering Your Time and Expertise

Business Management, Success Strategies,

Community volunteers often ask attorneys, CPAs, and financial advisors to donate their time and expertise to set up nonprofit organizations. Before you agree to help, ask yourself the following:First, can...

Year-End Strategies for Your Estate Planning Practice

Estate Planning,

The holiday season may be one of the busiest times of the year for estate planners. With family already on their minds, your clients may be reaching out to you...

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