Selecting the Best Estate Planning Strategies gives accounting firms, law firms, banks, insurance companies, nonprofits and financial service providers a cost-effective way to develop stronger and more profitable client relationships by giving recipients ideas about how to minimize estate tax and achieve their financial goals.

Available in print and electronic (PDF) formats — and also as a PowerPoint® seminar presentation with speaker notes — this up-to-date estate planning guide includes the estate tax provisions of the 2010 Tax Relief act, as well helpful charts, case studies and planning tips.

Selecting the Best Estate Planning Strategies representative topics

• Wills, trusts and selection of heirs and trustees
• Succession planning and family business issues
• Life insurance and asset protection strategies
• The marital deduction and community property issues
• Gifting, charitable contributions and strategies for special situations

Selecting the Best Estate Planning Strategies target audience

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

Hand out this versatile estate planning marketing tool at meetings, mail it out as introduction or thank-you, post a PDF of it on your website, or display it in your office to increase awareness of your firm and ways you can be of service. And use the time-saving Estate Planning Seminar-in-a-Box to conduct an estate planning seminar easily and cost-effectively.

Brand-enhancing marketing, client and employee communications tool

The professionally written contents of our estate planning guide position you as an expert on estate planning, asset protection, charitable giving, and wealth transfer, and encourage contact for more information or assistance. The attractively designed cover includes areas to brand with your logo and customize with information about your firm and estate planning services.

Membership organizations can use this guide as an incentive for joining or renewing, and nonprofits can use it to cultivate donors or thank them for their support. Employers will find it a means of providing employees with important financial planning information.

Order now!

To view the contents of Selecting the Best Estate Planning Strategies — or to learn about the email / print newsletters we offer for the estate planning niche — click on the links at left.

To place your order (view price chart) or to request printed samples and more information about Selecting the Best Estate Planning Strategies guide or our estate planning newsletters, contact us at 800-227-0498 or information@pdiglobal.com.