Estate Planning Brochures
standard Brochures • select brochures •
topics and samples
$125 one-time set-up fee (applies only once)
- choose any three titles for $375 and we will waive the set-up
fee or
- get the complete library (11 titles) for just $1,250 total (save
$250)
Take control of your marketing with ready-to-print Estate Planning
Brochures.
With this library, you will be ready to address almost any estate
planning topic, target your message to prospective clients and
professional advisors -- and never have to worry about storing hundreds
of brochures in your office where they get dusty and dog-eared. Print
professional-quality brochures on-demand, as many or as few as you need
-- even one-at-a-time!
Print small quantities on your office color printer, or at a
"quick-copy" shop. For larger quantities, you can easily upload the file
to one of the many online printers for fast, affordable color printing
delivered to your door! (Note, these files are optimized for DIGITAL
printing. If you plan to use an offset process, there may be additional
file preparation charges.)
Files are prepared for you and personalized with
- Your name
- Photo or logo (optional)
- Contact information
- 4-line mission statement
- Personal message of up to 150 words
Delivered to you as an Adobe Acrobat file, ready for digital
printing.
NOTE: When you place your order online, you will be sent to a form to
complete & submit your personalization.
Preview that form
here.
STANDARD Brochures
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$295 one-time set-up fee (applies only once)
- choose any three titles for $525 and we will waive the set-up
fee (save $295!) or
- get the complete library (11 titles) for $1,750 total with no
additional set-up fee (save $470).
Put the power of BRANDING to work in all of your marketing
messages.
Now you can customize your brochure library to reinforce your firm's
Brand using your branded banner,
with logo and color scheme. Your SELECT® Brochures coordinate with
your firm's website and SELECT® newsletters for a truly professional --
and powerful -- marketing statement. Same personalized, digital files
(and topics) as our STANDARD Brochures, but upgraded with YOUR Brand!
Delivered to you as an Adobe Acrobat file, ready for digital
printing.
NOTE: When you place your order online, you will be sent to a form to
complete & submit your personalization.
Preview that form
here.
SELECT® Brochures
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To view samples in Adobe Acrobat, click on any title or brochure
image. Note: Files can be printed, but will have a copyright notice
across the text, and cannot be edited.
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 BLENDED
FAMILY BASICS
If
you are a blended family member, then you are in good company.
Blended families now outnumber traditional nuclear families.
And the number is likely to grow, based on current divorce
statistics and trends.
Companion Workshop:
Blended Families, Blended Estates
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 BUSINESS
OWNER BLUES
Being
a business owner today is both rewarding and challenging,
especially if your business is a family business. For those facing the unique challenge of transferring ownership
of the family business upon retirement, disability or death, a
properly funded Buy-Sell Agreement may be the key to survival.
Companion Workshop:
Saving the Family Business
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 COMMON
ESTATE BLUNDERS
Proper
estate planning is not just for the rich and famous.
Surprisingly, however, that is a common misconception.
Every
adult American has an estate worth planning, regardless of
their net worth.
Companion Workshop:
Top 10 Fatal Estate Planning Mistakes |
 ELDER
LAW 101
Good
news, bad news.
The
good news is that Americans are living longer than ever. The
bad news is that we eventually wear out physically, mentally
or both. It is a classic Catch-22.
Companion Workshop:
Elder Law 101
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 ESTATE
PLANNING 101
Unfortunately,
confusion and myth abound when it comes to "estate
planning." Perhaps that is why so few people actually
get around to making such plans at all.
Companion Workshop:
Estate Planning 101 |
 PLANNING
FOR MINOR CHILDREN
It
is an unfortunate fact of life: airplanes plummet, trains
derail, ships sink and automobiles crash. Sometimes there
are survivors, sometimes there are no survivors. What is
left when a tragedy claims both parents of minor children?
Orphans and assets.
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 QRP
TAX TRAPS
Qualified
Retirement Plans (QRPs) present some of the most complicated
tax and non-tax planning challenges of any asset in an
estate, especially for married couples. The failure to make
proper Life & Estate Plans for your QRP can
unnecessarily enrich the IRS and disinherit loved ones.
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 SUCCESSFUL
CONCLUSIONS
Estate
Planning is a Lifetime Process, not a one-time event. Though
estate administration is the final stage in the process, a
successful conclusion is dependent on proper completion of
each of the preceding stages.
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 VOLUNTARY
PHILANTHROPY
Many
taxpaying Americans are involuntary philanthropists because
they fail to maximize the tax incentives available under the
Internal Revenue Code to become voluntary philanthropists in
support of the charities of theirown
choosing.
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 WOMEN
& THE LAW
Traditionally,
women are the nurturers in our society. This is
especially true in the context of family relationships.
A woman may care
for a husband, children, pets, parents or even in-laws.
Amidst all of her caring for others, however, too many women
overlook important legal and financial matters.
Companion Workshop:
Women, Money & The Law |
 PET TRUSTS 101
Do any of your friends have feathers, fins or fur? What
would happen to them if you were no longer around? Although
it cannot replace you, a Pet Trust can provide your friends
with love and care for the rest of their lives.
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