Here’s an easy-going but effective overview of the family, financial and tax changes that can make a will obsolete. It gets your prospects thinking about the births, deaths, moves to another state, and revised tax laws that have occurred since they made their “final” estate plans.
The theme is “keeping your will working well for you” – and the copy leads readers to conclude that they better review their old will; it then urges them to add a bequest to you when they make needed revisions.
Planned giving marketing downloads and back-office tools.
This website is owned and operated by PlannedGiving.com, your trusted planned giving marketing authority.