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“Spousal Limited Access Trusts (SLAT)” White Paper

$35.00Add to cart

Estate Planning 101 Continuing Education Seminar Marketing Package

$1,295.00Add to cart

Estate Planning Client Agreement to the Presence of Others at Meeting

$79.00Add to cart

Estate Planning for Physicians Seminar Marketing Package

$1,495.00Add to cart

Estate Planning Forms Bundle Package

$349.00Add to cart

FORM LETTER TEMPLATE – Client Termination Letter

$30.00Add to cart

FORM LETTER TEMPLATES – No Sale Follow-Up Letters

$30.00Add to cart

INSTANT DOWNLOAD: “Administering Special Needs Trusts”

$199.00Add to cart

INSTANT DOWNLOAD: “Planning for Loved Ones with Disabilities”

$149.00Add to cart

INSTANT DOWNLOAD: “Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!”

$249.00Add to cart

INSTANT DOWNLOAD: “How to Read a 1040 For Fun and Profit!”

$199.00Add to cart

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

$19.99Add to cart

Joint Exempt Step-Up Trust (“JEST” Trust) Legal Document Form

$1,495.00Add to cart

PERSONAL CONSULTATION WITH PHILIP KAVESH (60 MINUTE CONSULTATION)

$3,495.00 – $11,940.00Select options This product has multiple variants. The options may be chosen on the product page

Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

$29.00Add to cart

Seminar Appointment Booking Reminder Cards

$19.99Add to cart

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