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.
Please complete the form below to download this WealthCounsel Insight Brief to learn more.
Topics
Complete the form to get your free guide
Related Resources
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
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