Trusts & Estates
Year-End Strategies for Your Estate Planning Practice
The holiday season may be one of the busiest times of the year for estate planners. With family already on their minds, your clients may be reaching out to you for last-minute estate plan changes, or to make good on a promise to update their estate plan this calendar year. It’s also the perfect opportunity for you to make sure your clients’ estate plans are designed to take advantage of current tax law and proposed regulations.
Read our Insight Brief, “Year-End Strategies for Your Estate Planning Practice” to learn three year-end strategies (beyond the most common strategies) to help you meet your clients’ needs.
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2023 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.Learn More
2022 Estate Planning Industry Trends Report
The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.Learn More
2023 Estate Planning Awareness Week - Free Marketing Package
Get 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