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Estate Planning Report
Get Referrals from Professionals

Estate Planning Report

Bimonthly peer-to-peer communication with attorneys, accountants and certified life underwriters on estate planning and tax management.

Regular communication with the professionals in your area can have two important payoffs: enhancement of banking and financial management relationships with those professionals, and referrals of their clients for your fiduciary services.

Estate Planning Report establishes this communication channel. Each issue includes:

  • a Planning Thought on the implications of important recent developments;
  • hard news of interest to estate planning pros in Cases and Rulings; and
  • speculation about future legislative and regulatory developments in Washington Talk.

Sample cover letter copy is provided to those who wish to include a more personal invitation with their mailing. In addition to the traditional printed newsletter format, Estate Planning Report also is available for distribution via e-mail or Web site postings.

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