Trusts & Estates
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Trusts & Estates
Six Considerations for Serving Women Estate Planning Clients
While there may not be substantial differences in planning for men and women, there is no question that women approach things differently. Learn how one attorney's awareness of these differences has provided a great opportunity to better serve female clients in her estate planning practice.
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Trusts & Estates
2021 Tax Cheat Sheets for Clients and Prospects
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Trusts & Estates
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.
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Trusts & Estates
2020 Tax Cheat Sheet for Clients
Download our free tax filing cheat sheet to give to your clients.
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