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The Estate Planning Basics
 
 
 

The Estate Planning Basics, formerly " The Big Picture of Estate Planning" was developed by attorney Richard M. Kettley, JD, CLU, ChFC, and includes the following:

64 High-Quality Slides

Tax Act of 2001 as it pertains to estate planning
Animated Estate Settlement cost funnel
Step-by-step explanation of the tax saving A-B Credit Shelter and ABC Credit Shelter/QTIP trusts.
A complete dialogue for each slide.
Speakers Tips - How to starting your presentation
Handouts for the attendee
Online Special $199

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Get both the Estate Planning Basics and it's companion, the Estate Planning Essentials, at a discount when you buy both!



 


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