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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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