Trusts & Estates
2012 Annual Industry Trends Survey
Results from the 6th Annual Industry Trends Survey drew nearly 1,500 respondents comprised primarily of practicing attorneys (61%) and financial planners (27%). Remaining respondents included bank trust officers, CPAs, and insurance professionals. Highlights include: use of the gift tax exemption, impact of real estate values, client demographics and motivation, business growth, and technology platforms and software application usage.
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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