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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:
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64
High-Quality Slides |
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Tax
Act of 2001 as it pertains to estate planning |
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Animated
Estate Settlement cost funnel |
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Step-by-step
explanation of the tax saving A-B Credit Shelter
and ABC Credit Shelter/QTIP trusts. |
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A
complete dialogue for each slide. |
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Speakers
Tips - How to starting your presentation |
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Handouts
for the attendee |
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Online Special $199 |
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