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This brochure is our most popular marketing piece. It is
devoted to the types of problems that can cost your clients
and their families tens or even hundreds of thousands of
dollars and unbelievable heartache. It outlines ten areas
of common and serious mistakes that can be easily solved.
These include the improper use of jointly-held property,
improperly arranged life insurance, lack of liquidity, choice
of the wrong executor, will errors, leaving everything to
a spouse, improper disposition of assets, failure to stabilize
and maximize business and estate asset value, a lack of
adequate records, and the absence of a master strategy game
plan.
The brochure is available in 8 ½ by 11
format and is a very useful seminar tool. In fact many
seminar presenters
use
it as
both a pass-out and a track to run on. It is often used
as a follow-up to our TOWARD
ZERO TAXES PowerPoint Client Seminar.
Please call 610 924 0515 (to place a phone order)
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