Trusts & Estates
2022 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week is just around the corner! This year, our complimentary marketing package focuses on Americans’ fastest-growing (and most complicated) asset: their digital legacy. Download the customizable package for free to start engaging with your prospects, clients, and referral sources about the importance of planning for digital assets.
The package includes the following documents:
- Two customizable blog posts
- Client letter
- Advisor letter
- Social media posts
- Digital asset infographic
Complete the form to get your free guide
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WealthCounsel Quarterly, Volume 19, No. 2—Spring 2025 Issue
This Spring issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
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WealthCounsel Quarterly, Volume 19, No. 3—Summer 2025 Issue
This summer issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
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National Small Business Month 2025 - Free Marketing Package
May is National Small Business Month, and it is the perfect time to engage with small business owners to provide valuable guidance on essential legal topics.
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