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.

You can read more about Estate to the Heart. You can also read a sample chapter.