Estate Planning Smarts

How to Use This Book

At Least 10 Ways to Use This Book

Professionals have relied on Estate Planning Smarts as a business development tool, giving it to clients and prospects. For this purpose, it can be personalized by adding a company logo to the cover and up to 16 pages of customized text.

Advisers have also used Estate Planning Smarts to:

  1. Provide clients background before a meeting
  2. Reinforce their own recommendations afterwards
  3. Reduce the time they must spend with clients who are sensitive about fees
  4. Provide an independent perspective about controversial subjects, such as the pitfalls of do-it-yourself documents
  5. Facilitate family meetings
  6. Suggest next steps, referring to the action-oriented To-Do lists at the end of each chapter
  7. Serve as continuing education course materials
  8. Educate colleagues who are less familiar with the subject
  9. Prepare for the Certified Financial Planner exam
  10. Enrich law school courses they teach. Both full-time and adjunct faculty have adopted Estate Planning Smarts as an “uncasebook,” leaving more class time for experiential learning