Trusts & Estates
His, Hers, and Ours: Planning for the “Brady Bunch”
by Matthew T. McClintock, JD, TEP | Vice President, Education @WealthCounsel
Estate planning for families these days is more reminiscent of "The Brady Bunch" than "Leave It To Beaver." Complex issues inevitably arise in cases of divorce, remarriage, and blended families, and traditional solutions might not fit.
So what are the options? Download this Insight Brief to learn more about the joint RLT pour-over strategy and how Wealth Docx® helps you easily draft this sophisticated solution.
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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
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
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