Trusts & Estates
Why Most Families Lose Their Wealth by the Third Generation
Can your clients articulate clear plans for using inherited wealth to build healthy relationships? Do your clients have business succession plans in place for the seamless transfer of family business assets at the right time to the best people? If you struggle to answer these questions with clear and positive responses, you should look beyond common legal tools and help your clients think about the purposes of their wealth. This process can encourage family members to pass on proven spiritual and emotional values before they pass on the value of what they own.
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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