** Recently updated to reflect tax act changes **
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 ♦ IRA Beneficiaries ♦ Charitable Remainder Trusts ♦ Corporate Trustees ♦ Life Insurance Trusts ♦ Funding Your Living Trust ♦ Trustee Duties and Responsibilities
Estate Planning & Living Trusts booklet is also available. Booklet and brochures can be imprinted with your name and logo for an additional charge.
Material reviewed for updates annually.