Trusts & Estates
Funding: Opportunity or Profit Killer?
Good estate planners recognize the need for properly funded trusts. I often tell clients; a lot of estate planning is “title and beneficiary designations”. However, allowing clients to fund their trusts themselves is usually a recipe for disaster. So it is often our responsibility to ensure that the trusts get funded. However, funding clients’ trusts is not an easy task. It is time consuming and tedious and most attorneys would rather spend their time advising clients on complex legal strategies.
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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 sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.Learn More