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.
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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