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The Wait and See Buy-Sell Booklet
Updated for 2006


This is the unique solution to the cross purchase/stock redemption dilemma.

It’s the ideal tool to explain the need for a buy-sell agreement to clients and contains a layperson’s explanation of what the Wait and See approach is and how it works.

View the Table of Contents (MS Word Doc)

The Wait and See Buy-Sell Handbook (Print Version) $15 plus s/h
The Wait and See Buy-Sell Handbook (Download - Adobe PDF Version) $15

Please call 610 924 0515 (to place a phone order)

Charitable Financial Planner 2012.00 Now Available
Even if you are a computer novice, you’ll be up and running Charitable Financial Planner in less than five minutes.
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Retirement Plan Analyzer 2011.00
This is the ideal tool for the pension professional. It is designed to evaluate pension and profit-sharing distribution strategies..
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NumberCruncher 2012.00
The essential "instant answers" solution for estate, business, and financial planners.
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QuickView 2011.00
Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to your clients.Updated for 2011.
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