THE WEALTH COUNSEL ADVANTAGE
Wealth Counsel® is a Limited Liability Company (LLC) created by some of the top estate planning attorneys in the United States, to provide education, practice strategies and tactics, and large network of independent attorneys who share information, and cutting edge techniques for use in protecting clients, so that they may control their property while they are well, protect themselves and their love ones if they become disabled, and give their property to whom they want, when they want, and how they want, after they have passed on.
Large law firms work on a basis of mentoring, sharing strategies and techniques, and giving the attorney a group of colleagues with whom he or she may confer. In order to accomplish this they form partnerships, which are fed through a process of bringing young attorneys in as associates, and placing them on a partnership track. This is good for the attorneys who have a proven system for professional growth, but it is expensive at every level. As a result large firms often treat their estate department as the poor cousin or a courtesy for corporate clients.
Wealth Counsel® members are individual practitioners, who mentor each other, share strategies and techniques, and have a group of colleagues with whom to consult on a daily basis. Due to the fact that each member is completely independent, they can quickly make decisions that are based on providing the best service to the client, with a lower overhead, and an exclusive focus on Estate Planning. It is fair to say that there is
no law firm in the United States, with an estate department like that of Wealth Counsel® members.
*Wealth Counsel® provides services to Gerard W. O’Brien on an educational contract basis. Wealth Counsel® is not responsible for any action, inaction, advice, document or other service provided by Gerard W. O’Brien. Mr. O’Brien assumes the responsibility for evaluating every aspect of his estate planning advice and all documents that he prepares for you, which he willingly does.
SENIORS AND THE LAW | You as a senior have many rights and with those rights, protections. You need to know what your rights are and you need to how and when to assert them. We can help you.
ESTATE PLANNING |
Your successor Trustee wants to complete the process as quickly as possible, while minimizing
RETIREMENT PLANNING |
Maximize the benefits you have earned while preserving transferability, stretch, principal.
HEALTH CARE DOCUMENTS | You need a power of attorney for health care, a HIPAA declaration, and a living will. Without them your preferences during incapacity will not be followed.
ASSET PROTECTION PLANNING |
Keep your assets out of the hands of creditors, predators, and the public treasury, ethically and legally.
ESTATE & GIFT TAX PLANNING | Effective tax planning will not only lower income taxes while you’re alive by implementing optimal tax deferral and other strategies, but it will also free up cash for investment, business, or personal purposes.
POWERS OF ATTORNEY | Perhaps the most flexible tool in an estate plan most people including many attorneys do not understand what can be accomplished using this device.
BUSINESS PLANNING | From years of planning experience, we have developed a systematic process that is both practical and client-friendly.
CHARITABLE GIFT PLANNING | Most people work to better not only their family's situation but the community they live in and the world in which their community is a citizen. We will help you transfer values as well as assets. Perhaps the most flexible tool in an estate plan most people including many attorneys do not understand what can be accomplished using this device.
PRIVATE FOUNDATIONS | Some families and individuals are charitably minded and interested in directing their gifts to charities over an extended period of time. These people often find Foundations the right choice to accomplish this goal.
Jerry O’Brien - Estate Planning Attorney in Orange County including:
Brea, Anaheim, Anaheim hills, Fullerton, Yorba Linda, Newport Beach, Costa Mesa,
Santa Ana, Tustin, Irvine,
and other cities in Orange County CA.