Trucendent Education

How to Help Your Clients Avoid the Pitfalls of DIY Estate Planning

If you have clients thinking about leveraging a DIY service for estate planning instead of working with a professional estate planning attorney, walk them through these important conversation points first.

Rags to Riches to Rags: The Story of Black Millionaire Abolitionist Mary Ellen Pleasant

Mary Ellen Pleasant, African American woman and self-made millionaire, used her fortune to fight slavery, then tragically lost it because of a lack of estate planning.

What Type of Trustee is Best for Your Client’s Estate Plan?

What trustee type is best for your client’s estate? Learn about the pros and cons of giving fiduciary responsibility to one type of trustee over others.

Are you ready to ride the wealth transfer wave?

45 million US households will soon transfer $70 trillion in assets to heirs. Ride the wealth transfer wave by engaging clients in estate planning now.

Why Financial Advisors Should Recommend Corporate Trustees

Ted Marquardt

Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.

Lessons from the Plans of the Rich and Famous: Music Artist Prince

Prince passed away and had no will. What happened next should be a lesson for us all.

Why Financial Advisors Should Recommend Corporate Trustees

Ted Marquardt

Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.

Lessons from the Plans of the Rich and Famous: Music Artist Prince

Prince passed away and had no will. What happened next should be a lesson for us all.

#1 Mistake in Estate Planning: All I need is a will.

There are a lot of things about estate planning that are complex, but the number one mistake people make is actually quite simple to avoid. It is neglecting to coordinate the titling of their assets with the estate plan.

How to Help Your Clients Avoid the Pitfalls of DIY Estate Planning

Rags to Riches to Rags: The Story of Black Millionaire Abolitionist Mary Ellen Pleasant

What Type of Trustee is Best for Your Client’s Estate Plan?

Are you ready to ride the wealth transfer wave?

Why Financial Advisors Should Recommend Corporate Trustees

Lessons from the Plans of the Rich and Famous: Music Artist Prince

Why Financial Advisors Should Recommend Corporate Trustees

Lessons from the Plans of the Rich and Famous: Music Artist Prince

#1 Mistake in Estate Planning: All I need is a will.

Everyone leaves a legacy. Have you planned yours?

Everyone leaves a legacy.
Have you planned yours?