Trusts & Estates
read
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.
Complete the form to get your free guide
Related Resources
read
Trusts & Estates
WealthCounsel Quarterly, Volume 19, No. 4—Fall 2025 Issue
This fall issue covers advising estranged families, key tax concepts, Medicaid liens, and fiduciary duties of LLC managers.
Learn More
read
Marketing
Charitable Planning Primer: Individual Taxpayers and Charitable Giving
Download the full article to effectively guide your clients through their charitable planning options and ensure their charitable giving aligns with their financial situation.
Learn More
read
Marketing
Client Handout for Financial Advisors
A powerful free resource designed exclusively for financial advisors to help clients evaluate the health of their estate plans.
Learn More