Educational 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, IRA Beneficiaries, Charitable Remainder Trusts, Corporate Trustees, Life Insurance Trusts, Funding Your Living Trust and Successor Trustee. Estate Planning & Living Trusts booklet is also available. Can be imprinted with your name and logo.
