Trusts & Estates
2020 Tax Cheat Sheet for Clients
The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. In 2018, it was estimated that over 14 million people waited until the last day to file their returns. Given this, tax advisors and estate planning attorneys should expect questions from clients in the next few weeks as the tax season filing deadline approaches. Help remind clients of the approaching deadline (and the value of your services) by sharing this client handout.
Complete the form to get your free guide
Related Resources
2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 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
WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Learn More
WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
Learn More