Media Center AND Downloads
Rack Cards
- Uncle Sam’s 7 Options for Paying the Estate Tax
- Steps to Settling an Estate or Trust
- The Seven Mandatory Components of a Foundational Plan
- Advanced Techniques for Estate Planning
- Asset Protection Planning
- Common Causes of Action in Estate Litigation
- Benefits of the IRA Inheritance Trust
- Florida Domicile Checklist
- Multigenerational Planning
Forms and Handouts
Flowcharts
- Irrevocable Life Insurance Trust ILIT Template
- Legacy Trusts LT Template
- Seven Mandatory Components of a Foundational Plan Revocable Living Trust RLT Template
- Wyoming Close LLC Template
- IRA Inheritance Trust IRAIT Template
- Intentionally Defective Grantor Trust
- Build Up Equity Retirement Trust BERT Template
Newsletters & PUBLICATIONS
- 4th Quarter 2019 Current Events Update for Financial Advisors
- 3rd Quarter 2018 Current Events Update for Financial Advisors
- 2nd Quarter 2018 Current Events Update for Financial Advisors
- 1st Quarter 2018 Current Events Update for Financial Advisors
- 4th Quarter 2017 Current Events Update for Financial Advisors
- 3rd Quarter 2017 Current Events Update for Financial Advisors
- 2nd Quarter 2017 Current Events Update for Financial Advisors
- 1st Quarter 2017 Current Events Update for Financial Advisors
- 4th Quarter 2016 Current Events Update for Financial Advisors
- 3rd Quarter 2016 Current Events Update for Financial Advisors
- 2nd Quarter 2016 Current Events Update for Financial Advisors
- 1st Quarter 2016 Current Events Update for Financial Advisors
- Financial Advisor Current Events Update November – December 2015
- Financial Advisor Current Events Update September – October 2015
- Financial Advisor Current Events Update July – August 2015
- Financial Advisor Current Events Update May – June 2015
- Financial Advisor Current Events Update March – April 2015
- Financial Advisor Current Events Update January – February 2015
- Financial Advisor Current Events Update November – December 2014
- Financial Advisor Current Events Update September – October 2014
- Financial Advisor Current Events Update July-August 2014
- Financial Advisor Current Events Update April-May-June 2014
