Trusts & Estates
Inspirational, Aspirational and Special: The Ethical Estate Plan
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel
As estate planning professionals, our first questions are often, quite understandably focused on more practical, immediate considerations. (Is the plan complete? Is it legally enforceable? Etc.) An estate plan, however, can be – and should be – much more than that. When held up to the light, a solid, well-crafted estate plan should reflect both the mind and heart of your client – his or her values, priorities and dreams.
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2022 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
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