Trusts & Estates
A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It!
The “sunset” of EGTRRA in 2011 presents many challenges as well as opportunities for the estate planning attorney. In 2010, the suspension of both the estate tax and the carry over basis rules will require many attorneys to review and amend client plans. Two unique opportunities will present themselves over the second half of 2010 and first half of 2011 that will open a third opportunity that can transform the manner in which estate planning is done and dramatically increase the value of an estate planning practice.
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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