Trusts & Estates
Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning
Along with the birth of a child and the death of a spouse, marriages are perhaps one of the most important life events that should trigger a reappraisal (or the establishment) of one’s estate plans. So why do so few newlyweds make estate planning a priority?
In this Insight Brief you’ll learn who comprises the newlywed demographic today, the art of having an estate planning conversation, and what estate planning tools you should consider offering to your newlywed (or soon-to-be wed) clients.
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