Client Education Materials
Easy-to-read Q & A format brochures will save you hours of time explaining the basics. Great for one-on-one meetings, mailings and seminar handouts. Topics include:
Living Trusts ♦ Estate Taxes ♦ Charitable Remainder Trusts ♦ Corporate Trustees ♦ Life Insurance Trusts ♦ Funding Your Living Trust
Estate Planning & Living Trusts booklet is also available. Booklet and brochures can be imprinted with your name and logo for an additional charge.
Note: Understanding Who Should be the Beneficiary of Your IRA and Understanding the Duties and Responsibilities of a Trustee are currently unavailable while we work to incorporate changes made necessary by the passage of the SECURE Act.
