Trusts & Estates
The Estate Planning Doctor Is In: Where Are The Physicians?
An attorney armed with an in-depth knowledge of the physician culture, and who understands the obstacles physicians face and their underlying feelings towards attorneys, will position themselves favorably to penetrate this highly refractory but lucrative profession.
To learn how to arm yourself and to access the article, please fill out the form below.
Complete the form to get your free guide
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