The A to Z Guide to Seminar Marketing for Estate Planners

The Living Trust Seminar Marketing Package

“SECURE Act 2.0” White Paper Bundle Package

How to Successfully Market an Estate Planning Practice by Philip J. Kavesh

2023 IRA Trust Client Summary Chart

2023 Individual Tax Rate Threshold “Cheat Sheet”

The Robert Keebler Tax & Estate Planning Monthly Bulletin

“The 9 Phases of an Estate Administration” Flyer by E. Lawrence Brock, J.D.

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

The Personal Asset Trust Package

Private Group, Club & Organization Seminar Training Package

“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2023” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Estate Planning for Physicians Seminar Marketing Package

Personal Consultation with Attorney Philip Kavesh

How to Write a Proper Business Letter

“The Top 10 Estate Planning Mistakes People Make” Free Report for Clients & Prospects

“Distribution Planning for Non-Spousal Inherited IRAs Following the SECURE Act” White Paper

“Managing IRC 199A Limitation Amounts” White Paper

“Choice of Entity Decision After the TCJA–Converting a Pass-Through Entity to a C Corporation” White Paper

“Using Multiple Trusts to Enhance the Benefits of IRC § 199A” White Paper