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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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