“Top 40 Tax Planning Opportunities for 2025” by Robert Keebler, CPA & Peter J. Melcher, J.D.

E-BOOK: “A Proposed Hermeneutic for Designing the Appropriate Estate Planning Technique” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “The Swap Power in Usage in Grantor Trusts” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Defined Value Clauses in Estate Planning” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Family Business Succession Planning” by Paul Hood, J.D., LL.M. (Tax)

2025 Robert Keebler Chart Bundle Package

“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2025” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Ultimate Estate Planning Client Meeting Forms Bundle Package

Living Trust Forms Bundle Package

Estate Planning Forms Bundle Package

Estate Administration Forms Bundle Package

Estate Planning Client Questionnaires (3 Versions)

Estate Planning Questionnaire (New Client)

Living Trust: Owner’s Manual Inserts & Coverpages

Living Trust: Client Intake Form for Drafting Plan

Estate Planning Acknowledgement of Information Given

Living Trust: Drafting Notes Summary Page

Living Trust: Full Color Flow Charts

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

Acknowledgement of Information Given for Portability