Trusts & Estates

read
Trusts & Estates

Attract, Engage, and Work with Families with Taxable Estates and Their Advisors

By: Joseph J. Strazzeri, Esq. and Stephen J. Mancini, Esq.

With attention to process, dedication to deeper counseling, consistency of approach, and reverence for partnering with clients and other advisors, we have found these engagements to be pleasurable on many levels and incredibly rewarding. Below is a summary of the three areas of Counseling, Practice Management, and Case Studies, that seem to cause success, have addressed the concerns, and should be considered by practitioners interested in the Families with Taxable Estates market.

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


Complete the form to get your free guide

Related Resources

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
Gift Trust IRT 1 thumbnail
read
Trusts & Estates

gifIrrevocable Trust Gifting Trust Sample

Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.

Learn More
TP Tax Reform Analysis 2017 thumbnail
read
Trusts & Estates

Tax Reform is Here: What You Need to Know to Advise Your Clients

The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.

Learn More

Get the Premier Magazine for Industry Thought Leaders