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.
If you have any questions regarding what is needed for your custom logo and/or text imprint, please view the Brochures & Booklet Products section on the Contact Us page.
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.
