Estate Planning Holiday Gifts for Clients

It's that time of year again. You need a thoughtful client gift that also promotes your services. Here's a suggestion at a price everyone can afford. I'm offering a special holiday box rate for my book Estate to the Heart.

This is the book that finally makes estate planning accessible to everyone. It is easy to use and shows clients how to:

• take the worry out of estate planning

• protect their estates from lawsuits

• reduce income tax and probate taxes

• protect themselves from bad advice

• put more heart into their estate planning

Estate to the Heart makes your job easier too. You benefit because you start an important conversation with your client. Believe me, other advisors will steal your clients if you avoid estate planning topics.

Estate to the Heart helps you explain to clients:

• the basics of estate planning

• the perils of probate

• the dangers of joint ownership

• deemed dispositions

You can turn to Estate to the Heart over and over again to educate your clients.

I've taken the hard work out of estate planning for your loved ones. Estate to the Heart is a fast read on what every client must know about estate planning. You will find fill in the blank questions, spreadsheets, and checklists.

Estate to the Heart is a 121-page quick study guide. It retails at $34.95 and is not available in any bookstore. It is only available from my website.

My special box rate is for advisors who wish to give their clients a copy of Estate to the Heart. Anyone ordering a box of Estate to the Heart for delivery before November 30, 2011 will receive the special box rate. It is so low I can't print the price here.

You'll have to send me an e-mail to tell me how many copies you want. I can then give you my special box rate.You will save substantially off the cover price.

This year, give a gift your clients will always use.

Posted In: Estates On: October 21st, 2011

“I want to thank Ed and his firm for getting me through a very difficult time. He was recommended to me by another lawyer and I am grateful for that recommendation. Ed kept me grounded, listened to me, counseled me and supported me. I do so appreciate that. And he is worth every penny. Thank you!” - Claudia R, Toronto

“Thank you for your professional advice and lawyering while I was planning my will, all accompanied with your patience and a sense of humour.” - Valerie G, Toronto

“Ed is a "straight shooter" who tells it like it is and helps you make the best possible decisions in your circumstances. I've personally seen the "magic" he can work in an estate and recommend him without reservation to anyone who wants an iron clad will or estate advice and management that saves money, frayed nerves and friendships.” - Jim R, Burlington

I have used Edward Olkovich for my own Will and I was the executor of my Brother-in-law’s will. My brother-in-law had a terminal illness and Edward had us devise his Will to minimize taxes and problems. Ed is located locally @ Jane and Bloor. He was very knowledgeable, friendly and thorough and has written many books on the subject. - Belinda M, Toronto

Ed is a thorough, responsive estates lawyer who I would recommend to anyone when needing a will or dealing with estate issues. - Eva S, Toronto

Dear Ed and “Team Olkovich” “Thank you for your knowledge, expertise and hard work to make our executor duties (almost) stress-free. Will miss the laughs and stories you tell so well. All our appreciation always!” - Pat, Dave & John, Toronto

Dear Ed, Thank you for all your wisdom and kindness throughout the process of settling Ann’s Estate. - Cheryl, Toronto

“The easiest professional I had to deal with to settle my parents’ needs was Ed. I told him what we needed. He was gracious with his advice and help - without delaying matters.” - Iain N., Toronto

“Magic! The guy knows magic!” - Steve G., Toronto

“In the land of estate law, Ed is King.” - Cheryl W., Toronto