Trusts & Estates
A Certain Sensitivity – Estate Planning for Women
This article provides valuable insight into the unique planning needs of women. Sander provides relevant strategies in addressing the needs of married, single, and previously married female clients. Sander notes that planning for professional women, retired women, and those in numerous other lifestyle situations should be sensitively approached through the lens of women’s challenging circumstances.
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Women in Estate Planning
This WealthCounsel Quarterly issue is devoted entirely to women—to not only honor women in estate planning and acknowledge their accomplishments, but to also recognize that more work needs to be done to enable women lawyers to achieve greater success and fulfillment in their legal careers.Learn More
2022 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
Cryptocurrency and Estate Planning
Download the free Insight Brief, "Planning for Virtual Currencies" to learn virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!Learn More