Trusts & Estates
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Trusts & Estates
How to Plan for Minor Beneficiaries
Minors, whether they are a client’s children, grandchildren, nieces or nephews, or other intended beneficiaries, require special planning considerations. Read our Thought Paper, “How to Plan for Minor Beneficiaries” to learn:
- different types of trusts commonly used in estate plans involving minor beneficiaries, important protective provisions that should be included within each trust,
- counseling tips for choosing the right trustee, and
- non-judicial remedies that can build flexibility into a trust.
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Trusts & Estates
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.
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Trusts & Estates
Cryptocurrency and Estate Planning
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.
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