Client Education Materials

** 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.