Trusts & Estates

read
Trusts & Estates

Ten Simple Steps to Prevent World War III Among Your Children

How bad is it out there? Perhaps you’ve been reading news of high profile estate disputes with tens of millions of dollars at stake. Or perhaps you personally know of someone in your circle of friends and family who have been dragged through a messy estate. The stories are endless but your family doesn’t have to end up in court with siblings not speaking to one another, if you follow these 10 simple steps to keeping the peace.

To learn more about keeping the peace and to access the article, please fill out the form below.


Complete the form to get your free guide

Related Resources

Planning for Virtual Currencies thumbnail
read
Trusts & Estates

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
Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
E Pawareness2020thumbnail
read
Trusts & Estates

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

Get the Premier Magazine for Industry Thought Leaders