IRA Inheritance Trust® Legal Document Form Package
BUNDLE PACKAGE: The Personal Asset Trust & IRA Inheritance Trust® Legal Document Form Packages
Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian
IRA Beneficiary Trust: Disclosure Form
IRA Beneficiary Trust: Client Intake Form for Drafting Plan
IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages
Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language
BUNDLE PACKAGE: The Personal Asset Trust & IRA Inheritance Trust® Legal Document Form Packages
Get 2 of Our Most Popular and Unique Legal Products – – for One Reduced Bundle Price! Estate planning these days has become a bit of a commodity and it’s harder and harder for estate planners to stay competitive, especially with all of the low-priced and online options available to consumers. However, there is still a need for estate planning lawyers. In fact, the need is even greater than ever with all of the complex issues among families and new laws and rules constantly evolving. The online and occasional estate planners cannot keep up or compare. One of the largest…
The Top 20 Seminar Marketing Mistakes People Make (Part 2 of 2)
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Marketing – – particularly seminar marketing – – has come up quite a bit in recent weeks. From our May Ultimate Level event, to list serve discussions, to people randomly contacting me. It prompted me that perhaps it was time to take a break from the usual practice-building topic and put together an article on seminar marketing. Over the years, seminar presentations sure have evolved, from overhead transparencies, to slide carousel projectors to laptops and LCD projectors. But despite…