This bestseller gives accountants, lawyers, trust officers and financial advisors a cost-effective way to inform clients and prospects about the need for and benefits of estate planning. It positions the presenter as a source of expert help in achieving the reader’s financial goals. This helps estate planning professionals build client relationships and increase awareness of ways they can be of service.

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

Representative topics

• Wills and trusts
• Heir and executor selection
• Family business issues
• Life insurance
• Marital deduction
• Strategies for special situations
• Gifting and charitable contributions
• Community property issues

To order this guide — available in print or PDF electronic format — or for more information, contact us or call 800-227-0498.