Trusts & Estates
Trust Situs Selection—Tax Havens or Illusory Strategy?
The income tax planning strategies for, and consequences of establishing a non-grantor trust are many and varied. It should serve as sufficient warning that negative and unintended consequences have and continue to be the result when all applicable factors are NOT given appropriate weight in deciding upon the trust form and its situs selection relative to all interested parties.
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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