Traditional Estate and Business Planning

By combining your client's legal, financial, tax, philanthropic, and business matters into a unified plan, you can:

Increase your client’s control over his or her affairs;

Assure the continuance of your client’s lifestyle and the protection of your client’s assets;

Enable your client to pass his or her values and work ethic to his or her heirs;

Substantially reduce excise, gift, estate, income, and generation-skipping taxes;

Manage the value of your client’s business interests; and

Keep your client’s affairs free from publicity and the costs and delay of probate.

This PDF includes the Direct Access link to your digital product which includes:

Full Downloadable MP3 audio

Full Viewable PowerPoint Presentation

Downloadable Powerpoint PDF notes

217 KB

1 page

30-day money back guarantee