Build Value With Estate Organizer Binders
By Colleen Cowles
Cowles Estate Organizer Binders (containing copies of the client's customized estate plan, explanations of estate planning documents, information on maintaining the trust, an overview of steps in the event of death, instructions for funding the trust using the letters and documents you prepare, and more) convert an intangible service into a tangible, personalized product. This makes the whole process less intimidating for your client, and adds to the perception of your services as a valuable investment. It also gives the clients something they will show to their relatives, friends, and other advisors, creating a continuous referral source for your practice.
Legislative Update
High Court Affirms Deduction for Investment Advisory Fees Paid by Trust Subject to 2 Percent Floor; Estate Charitable Deduction Not Allowed Where Disclaimer was Not Qualified; Tax Court Rules on Treatment of Loans for Purpose of Liquidity Test Under I.R.C. § 2057(b)(1)(C); Internal Revenue Service Official Says Estate Tax Audits at Same Level as Past Years Despite Staff Reductions; Applicable Federal Rates for February
Cowles Tech Tips
Using Format and Merge Codes in
Cowles Customizer