Trusts & Estates
Would You Set Up a 501(c) For Me… for Free? Issues to Consider Before Volunteering Your Time and Expertise
Community volunteers often ask attorneys, CPAs, and financial advisors to donate their time and expertise to set up nonprofit organizations. Before you agree to help, ask yourself the following:
First, can you afford to do this work for free? Second, is volunteering the best use of your free time? Third, does your heart belong to this particular cause? If you answer “no” to any of these questions, politely decline to participate.
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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