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About These Brochures
Planning with Retirement Benefits: General Information for Plan Participants is part of a series of user-friendly brochures to help educate your clients about the estate planning process.
These brochures are designed to help you make better use of the time you spend with your clients by letting us provide them with the general information they need. As a result, you can concentrate on the specific objectives and concerns of the case, and spend less time explaining basic terms and concepts to your client. Designed to supplement or even take the place of costly and time-consuming client letters and memoranda, each brochure explains a key aspect of the planning or administration process in an approachable, easy-to-understand manner.
There are six titles available in the series:
1. Estate Planning: Getting Started -Wills and Other Techniques 2. Revocable Living Trusts 3. You Are the Fiduciary - A Handbook for Individuals Named as Executor or Trustee 4. Planning with Retirement Benefits- General Information for Plan Participants 5. Power of Attorney 6. Living Wills, Health Care Proxies, and Advance Health Care Directives
View all brochures
Click here for a listing of all 6 client brochures.