TV Topic of the Week
Who is Mary Ann Campbell?

Keynote Speeches and Programs

Contact Mary Ann Campbell

home page
 

60 Minute Estate Planner
İMoney Magic, Inc. 7/17/99
Saturday Daybreak KATV, Chn. 7
Mary Ann Campbell, CFP

The Need

Fast & Easy Illustrated Plans to Save Taxes, Avoid Probate and Maximize Inheritance.

  • You will be remembered by your heirs
  • You are the choice maker
  • Planning is an opportunity to show you care
  • Estate planning transfers heritage, love, and values
  • Powerful tool to control your heirs' financial future
  • Taxes are not fair, that's why you must care!
  • Make planning an adventure in relationships

 

The 60 Minute Estate Planner is an easy to understand book on this life-controlling topic. If you read parts I & 2 before meeting with a qualified estate planner, no more than 60 minutes should be required to make all key decisions and authorize document preparation. These 60 minutes of open communication may create more inheritance for your loved ones and other beneficiaries than many years of work.

A good estate plan requires three steps:

  1. analysis
  2. documentation
  3. implementation

Estate refers to your assets and liabilities at time of death. Your estate is basically your current financial statement. It is legal- and tax-centered term devoid of human caring.

Inheritance refers to what your heirs receive. It includes people. Inheritance planning applies a people-centered approach. Make planning an adventure in relationships. Inheritance is a creative opportunity. Embrace it with enthusiasm. Your estate plan is your chance to have the last word. Give your children enough money so that they feel they could do anything, but not so much that they could do nothing.

Order yourself copy of
60-Minute Estate Planner by Sandy F. Kramer now!
Hardback $28 - Paperback $17
offered in association with
Amazon Books