Estate Planning Brochures

Harness the Power of Branding your marketing message! Now you can customize your brochure library to reinforce your firm's Brand using your logo and color scheme.

Your SELECT brochures can now coordinate with your firm's website and SELECT newsletter for a truly professional -- and powerful -- marketing statement.

With this library, you will be ready to address almost any estate planning topic, target your message to prospective clients and professional advisors -- and never have to worry about storing hundreds of brochures in your office where they get dusty and dog-eared. Print professional-quality brochures on-demand, as many or as few as you need -- even one-at-a-time!

Take control of your marketing with SELECT™ Ready-to-Print Motivational Brochures! Personalized with

Print small quantities on your office color printer, or at a "quick-copy" shop. For larger quantities, you can easily upload the file to one of the many online printers for fast, affordable color printing delivered to your door! (Note, these files are optimized for DIGITAL printing. If you plan to use an offset process, there may be additional file preparation charges.)

That's what these brochures deliver! And they make a beautiful color-coordinated display in your office (or the offices of your referral sources!). Most importantly, however, they are written to motivate clients, prospects and referral sources! Each of these ten topics focuses on estate planning challenges, helping professional advisors spot potential estate planning referrals, while motivating clients and prospects to move forward with their planning objectives to solve specific problems.

As an added bonus, they are AFFORDABLE & CONVENIENT. Pay once for the file, then print as many -- or as few -- as you need, when you need them. Preparing for an initial consultation with a business owner? Print one copy of "Business Owner Blues," and send it along with your pre-appointment package. Have you been asked to speak to a group of business owners? Upload your file to an online printer for 100 or more -- printed, folded and delivered to your door in three days or less!

To preview title content in Adobe Acrobat, click on any title or brochure image.
File can be printed, but will have a copyright notice across the text, and cannot be edited.

Remember -- YOUR SELECT brochure will be custom designed with your color scheme, logo and branded banner, the images below are to help you review content only.


BLENDED FAMILY BASICS If you are a blended family member, then you are in good company. Blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current divorce statistics and trends.	BUSINESS OWNER BLUES Being a business owner today is both rewarding and challenging, especially if your business is a family business. For business owners facing the unique challenge of transferring ownership of the family business upon retirement, disability or death, a properly funded Buy-Sell Agreement may be the key to survival.
COMMON ESTATE BLUNDERS Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth.	ELDER LAW 101 Good news, bad news. The good news is that Americans are living longer than ever. The bad news is that we eventually wear out physically, mentally or both. It is a classic Catch-22.
ESTATE PLANNING 101 Unfortunately, confusion and myth abound when it comes to "estate planning." Perhaps that is why so few people actually get around to making such plans at all.	PLANNING FOR MINOR CHILDREN It is an unfortunate fact of life: airplanes plummet, trains derail, ships sink and automobiles crash. Sometimes there are survivors, sometimes there are no survivors. What is left when a tragedy claims both parents of minor children? Orphans and assets.
QRP TAX TRAPS Qualified Retirement Plans (QRPs) present some of the most complicated tax and non-tax planning challenges of any asset in an estate, especially for married couples. The failure to make proper Life & Estate Plans for your QRP can unnecessarily enrich the IRS and disinherit loved ones.	SUCCESSFUL CONCLUSIONS Estate Planning is a Lifetime Process, not a one-time event. Though estate administration is the final stage in the process, a successful conclusion is dependent on proper completion of each of the preceding stages.
VOLUNTARY PHILANTHROPY Many taxpaying Americans are involuntary philanthropists because they fail to maximize the tax incentives available under the Internal Revenue Code to become voluntary philanthropists in support of the charities of their own choosing.	WOMEN & THE LAW Traditionally, women have been the nurturers in our society. This is especially true in the context of family relationships. Depending on how family is defined for her, a woman may care for a husband, children, pets, parents or even in-laws. Amidst all of her caring for others, however, too many women overlook important legal and financial matters.
Pet Trusts 101 Do any of your friends have feathers, fins or fur? What would happen to them if you were no longer around? Although it cannot replace you, a Pet Trust can provide your friends with love and care for the rest of their lives.

-- $175 SINGLE TITLE (Please allow at least five business days turn-around time for your files)

Unless you change your personalization, the same set-up can be used for each file you purchase, now or in the future. Be sure to click the ADD TO CART -- $295 SET-UP link with any purchase. [After your purchase, you will be directed to an online form to submit your personalization. You can preview that form here.]

Note: If you do not already have a SELECT branded banner, we can build one for you at a separate charge. Likewise, if you firm does not yet have a logo and/or color scheme, we can design this for you as well. Please call 1-877-352-2021, ext. 0 and speak to James for more information. If you have your firm's logo available as a high-resolution digital file, a branded banner can be created for one low one-time fee of $265