Description
Book Synopsis: In this new and updated third edition, Sally Mulhern, JD, and Patrick Mulhern delve into the concepts behind Estate Planning, giving an "insider's guide" for financial professionals. Estate Planning to Die For will teach you how to become a leading financial professional in the rapidly growing estate planning field.
You will - How to make (and keep!) rewarding relationships with estate planning attorneys - The Six Rules for Success as a member of the estate planning "team" - What you do (and don't) need to know about trusts and tax law - What groups of people need your services the most - How to use sophisticated beneficiary designations on retirement accounts to minimize taxes.
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Are you ready to take your financial career to the next level? Look no further than Estate Planning to Die For (Third Edition), the ultimate insider's guide to becoming a leading financial professional in the lucrative field of estate planning. Authored by industry experts Sally Mulhern, JD, and Patrick Mulhern, this newly updated edition is jam-packed with invaluable insights and strategies that will set you apart from the competition.
One of the secrets to success in estate planning is building strong relationships with estate planning attorneys. In this book, you will discover proven techniques on how to make and maintain rewarding relationships with these legal professionals. Learn how to collaborate effectively with estate planning attorneys and become an indispensable member of the estate planning "team".
When it comes to trusts and tax law, knowledge is power. Estate Planning to Die For provides you with all the essential information you need to navigate the complexities of these important topics. From understanding the basics to mastering sophisticated strategies, this book is your go-to resource to stay ahead of the game.
Wondering who your services will benefit the most? Look no further! Estate Planning to Die For explores the specific groups of people that are in the greatest need of your expertise. Identify, target, and serve these individuals effectively to maximize your success and impact.
Are you eager to minimize the tax burdens on retirement accounts? This book has you covered. Discover how to leverage sophisticated beneficiary designations to optimize tax savings. Gain the confidence to offer comprehensive solutions to your clients and guide them towards a financially secure future.
Don't miss out on this incredible opportunity to become a leading financial professional in the thriving estate planning field. Take action now and get your hands on Estate Planning to Die For (Third Edition)!
Click here to order your copy today and unlock the secrets to success in estate planning!
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