Your blueprint for confident estate planning
Estate planning strategies for today’s advisors
In this exclusive estate planning guide, Moneytree has partnered with Hessler Legal Group to bring you a high-impact resource tailored for today’s advisors. Learn how to navigate complex wealth transfer strategies, protect client assets, and simplify conversations about trusts, taxes, and long-term planning.
This guide breaks it all down — visually and practically — so you can focus on delivering confidence and clarity to every client.
- Spousal Lifetime Access Trusts (SLATs)
- Wealth Replacement Strategies
- Charitable Trusts & Gifting Techniques
- Advanced Planning Tools like GRATs, QPRTs, BDITs, and more
Whether you’re helping clients preserve generational wealth or stay ahead of tax law changes, this guide will sharpen your estate planning conversations.