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.
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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