Trusts & Estates
Multigenerational Wealth Management: Getting a Legacy Up
by Bernstein Wealth Management Research Reports
Time and taxes will erode even the greatest fortunes without the right investment and inheritance plans in place. But the planning required can be complex and the choices intensely personal: How much should the senior generation keep in their estate? How much can they transfer to their descendants, or to charity? And when? In our new research study, Multigenerational Wealth Management: Getting a Legacy Up, we use quantitative analysis to take some of the financial guesswork out of the equation. The potential benefits, in peace of mind as well as in dollars and cents, can be substantial.
Learn more about effectively preserving wealth for future generations by downloading this document.
Complete the form to get your free guide
Cryptocurrency and Estate Planning
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.Learn More
2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
2020 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More