This eight-page bimonthly newsletter discusses tax-smart strategies for preserving and transferring wealth between generations. It enables accountants, attorneys, insurance agents, trust officers and financial advisors to regularly inform clients, prospects and media contacts about various estate planning issues and encourage them to call for more information and assistance. It’s also a great way to stay top of mind with referral sources.

Target audience

• Business owners and managers
• High net worth individuals
• Families with elderly parents
• Retirees and senior citizens
• Clients, prospects, referral sources and media contacts

Representative topics

• Wills and trusts
• Marital planning
• Wealth transfer techniques
• Asset protection strategies
• Retirement distributions
• Charitable contributions
• Types and uses of insurance
• Gifts to family members

This powerful, full-color marketing tool is available on an exclusive basis in specific market areas in print or several electronic formats. It is written by top estate planning professionals and costs far less than a comparable newsletter produced in-house.

Call 800-227-0498 or contact us to request a sample and more information about this cost-effective way to market your estate planning services. And see Tax, financial and business planning guides for additional ways to build client relationships in this niche.