2024 Estate Planning Industry Trends Report

Explore the latest trends and emerging innovations shaping the estate planning industry with this insightful report from our premier integration partner, WealthCounsel, in collaboration with Trusts & Estates magazine and Informa Engage. This year’s survey delves into a range of hot topics, including:

• Estate tax exemption

• The Corporate Transparency Act

• Generative artificial intelligence (AI)

Gain data-driven knowledge and confidently navigate the future of estate planning. Download the full 2024 Estate Planning Trends Report now!