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Trusts & Estates

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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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2020 Estate Planning Awareness Week - Free Marketing Package

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Six Considerations for Serving Women Estate Planning Clients

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