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Welch and Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates.
Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
Joele Frank Wilkinson Brimmer Katcher is one of the leading companies in Financial Services industry. Joele Frank Wilkinson Brimmer Katcher is based in New York, NY. You can find more information on Joele Frank Wilkinson Brimmer Katcher at www.joelefrank.com
Columbus Nova Credit Investments Group is a Charlotte, NC-based company in the Financial Services sector.