Trusts & Estates
Variable Life Insurance Products: The Flaw is in the Design, Not the Concept
Revenue Ruling 2008-22 clarified how to create a “defective” grantor trust without causing the trust to be included in the grantor’s estate. Daniel Capobianco’s article discusses the ramifications and utility of this ruling.
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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