Trusts & Estates

read
Trusts & Estates

Incapacity Planning – It’s All in the Details

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

A client who experiences a critically disabling event has to navigate and manage many obstacles, both physical and emotional. One question, however, that an incapacitated client should not have to ask is “Who will see that my estate continues to be well managed and that my wishes will be followed?”

Please complete the form below to download this WealthCounsel Insight Brief to learn more.


Complete the form to get your free guide

Related Resources

Industry Trends Report2023 Thumbnail
read
Trusts & Estates

2023 Estate Planning Industry Trends Report

Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.

Learn More
Industry Trends2022 Thumbnail
read
Trusts & Estates

2022 Estate Planning Industry Trends Report

The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.

Learn More
EPAW 2023 No CTA
read
Trusts & Estates

2023 Estate Planning Awareness Week - Free Marketing Package

Get 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

Get the Premier Magazine for Industry Thought Leaders