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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Should you work with clients who are including WMHT in their estate plans, we would greatly appreciate it if you would share the following information and form with your client:

Thank You! WMHT hopes you will choose to let us know about your intended gift so that we may thank you personally and recognize your kindness in the records of the WMHT Legacy Circle. If you wish your gift to remain anonymous, we pledge not to publish or disclose your identity. We also understand that this gift may be changed if your circumstances change. Everything will be held in strictest confidence, but you will still enjoy the benefits of your Legacy Circle membership.