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.
Complete the form to get your free guide
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
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