Trusts & Estates
Are you Missing an Opportunity to Help a Veteran?
Peterson points out in her article that there are currently more than 9.2 million veterans aged 65 or older living in the United States. Many of these veterans lack the financial resources necessary to sustain them in their final stages of life. She offers suggestions on a number of planning opportunities for attorneys to assist clients in obtaining Veterans Benefits.
To learn more about these planning opportunities and to access the article, please fill out the form below.
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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