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 is currently unavailable while we work to incorporate changes made necessary by the passage of the SECURE Act.