It’s been said, “YOU CAN ALWAYS SPOT A WEALTHCOUNSEL ATTORNEY. Their documents are impeccable, their ideas are sharp, and their network is like no other. They have time for their clients, and it shows. As WealthCounsel members, they gain the legal software, knowledge, and community support to provide service to their clients in the best possible ways.”
What is WealthCounsel? It’s the premier estate-planning organization in the United States, and it serves as a network of over 3,000 attorneys who zealously focus on estate planning. Our founder, Catherine Swan, is one of the only attorneys in Northwest Colorado to earn the distinction of being a WealthCounsel Practice Excellence Member. What does this mean for you? Read on.
Steamboat Springs is an ideal place to retire: you have your pick of perfect bluebird days to use the mountain, and in less-than-ideal conditions, there is an endless list of activities, from the Steamboat Writer’s Group to the Master Gardener’s Course. Any given week, you can Ski with a Naturalist or hear live piano music at Three Peaks.
But we also know how old man winter can wear on folks. Perhaps you’ve had that day where the snowblower wouldn’t start AGAIN, and you thought of friends at sea level in Arizona or Florida and envied the ease of life (and year round golf) there. When you move from state to state, a review of your estate plan is needed to make sure it works the way you want it to in your new home.
If you’ve done your planning with us, a move is less complicated than you might imagine. As you begin to plan the next phase of your life, you can rest assured we will help you find a WealthCounsel lawyer in your new home to seamlessly pass the baton to. You will never need to start over with your planning.
While each attorney knows intimately the laws of their state, WealthCounsel Members will also recognize the Legacy Plan we made for you, easily realizing not just the hows of your plan but the whys as well. Catherine spent a year training in this program, making a significant time and financial investment for this specific information, so you will be sure to have a comprehensive plan to provide for your loved ones and preserve your legacy for generations.
WealthCounsel is particularly important if your whole life doesn’t take place in Colorado, which is the case for many of our clients. Maybe your children live in Texas, you inherited a share of the family farm in Minnesota or you bought a condo in California. Through WealthCounsel, we have the opportunity to interact smoothly with attorneys in all states, so we can help ensure your plan is fully comprehensive. We work together to make your life easier.
WealthCounsel is also a cutting-edge source of information, keeping us in-the-know when it comes to new laws and what they mean for your plan. Being part of this network means we know even when a new proposal comes up in legislative committee, so we are prepared to update your plan accordingly by the time that bill becomes a law.
With WealthCounsel, we have the luxury of choosing from over a thousand hours each year of top notch continuing education to keep our legal knowledge fresh and better serve our clients.
Finally, WealthCounsel attorneys share best practices and learn more quickly through our collective knowledge about what works and what doesn’t in a Legacy Plan. We don’t have to wait for our individual work to be tested in court years later. We are learning every day from our peers’ experiences the ins and outs and pros and cons of different clauses in legal documents and which strategies work best in different families’ situations. We find out the latest trends in tax planning, end-of-life medical decisions and so much more. We all benefit from this immense collection of information as estate plans are road tested all across the country. You can be certain the documents we create at Swan Law, PC offer you one of the most comprehensive estate plans possible.
So go on, get out there on Spring Creek Trail or up on Rabbit Ears’ Pass and enjoy the view, feeling confident you are well prepared for the future, whether you settle in Steamboat forever or just for one chapter in your life. And we’ll be here, ready for whatever life throws your way.
P.S. Visit WealthCounsel’s sister website, www.estateplanning.com, to learn more or to find WealthCounsel attorneys outside Colorado.