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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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