Here’s a handy guide for your prospects that tells them when they should review their estate plan: the changes in personal and family status; in work, retirement, and need for long-term care; in taxes on lifetime and at-death transfers that can often make an estate plan obsolete. Encourages readers to take inventory – and to stay aware of how relevant and useful their plans will continue to be.
Urges prospects to include a gift to your organization as they make ongoing changes to their plans.
Includes a clear, understandable explanation of how codicils can simplify amendments to estate documents.
Excellent copy for a brochure or for materials to be given to prospects at your estate-planning seminar. Will also work as the secondary article in a newsletter.