Trusts & Estates
Helping Clients Leave a Legacy...Not Just an Inheritance

What thoughts, emotions, visions, and ideas does the term legacy planning conjure? We know what estate planning is, and we’ve all become more familiar with asset protection planning, retirement distribution planning, charitable planning, and business succession planning. Legacy planning is all of those things and much more. It is a flexible approach that transcends basic estate planning.
Read our article, “Helping Clients Leave a Legacy...Not Just an Inheritance” to learn how to enhance your practice, drive business into the office, and benefit your clients.
Topics
Complete the form to get your free guide
Related Resources
2025 Federal Exemptions & Rates: Quick Reference Guide
Save time with our consolidated Federal Estate, Gift, and GST Tax Exemptions & Rates: Quick Reference Guide—a must-have for estate planning attorneys seeking quick access to key transfer tax data.
Learn More
WealthCounsel Quarterly, Volume 19, No. 2—Spring 2025 Issue
This Spring issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
Learn More
National Elder Law Month 2025 - Free Marketing Package
May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.
Learn More