Trusts & Estates
Lessons for a Young Profession: What the 40-Year-Old Financial Planning Profession Can Learn From the Economic Crisis
Recognizing that estate planning attorneys receive a large portion of their clients via referrals from financial planners, it is important for attorneys to have an inside look at the “roller coaster world” in which planners have been living for the past 18 months and the lessons we learned. Significantly, December 2009 marked the 40th anniversary of our comparatively young profession and its emerging body of knowledge.
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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