Trusts & Estates

read
Trusts & Estates

2020 Tax Cheat Sheet for Clients

The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. In 2018, it was estimated that over 14 million people waited until the last day to file their returns. Given this, tax advisors and estate planning attorneys should expect questions from clients in the next few weeks as the tax season filing deadline approaches. Help remind clients of the approaching deadline (and the value of your services) by sharing this client handout.


Complete the form to get your free guide

Related Resources

Quarterly teaser Issue No Teal Bar
read
Trusts & Estates

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
250403 National Small Business Month landing page eb
read
Business Law

National Small Business Month 2025 - Free Marketing Package

May is National Small Business Month, and it is the perfect time to engage with small business owners to provide valuable guidance on essential legal topics.

Learn More
250407 National Elder Law Awareness Month landing page eb 1
read
Trusts & Estates

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

Get the Premier Magazine for Industry Thought Leaders