Trusts & Estates
2022 Estate Planning Awareness Week - Free Marketing Package
Estate Planning Awareness Week was October 17–23, 2022! 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
Related Resources
WealthCounsel Quarterly, Volume 20, No. 1—Winter 2026 Issue
This winter issue covers estate planning for business owners, succession planning, SSI and Medicaid protection in divorce, and trustee removal best practices.
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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.
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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.
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