Publisher's Synopsis
Unlock the blueprint for success with The Estate Architect's Playbook: Asset Protection, Trust Strategies & Financial Tools for Estate Attorneys and Insurance Brokers. This comprehensive guide is a must-have for both new and experienced professionals in estate planning. Whether you're an attorney, insurance broker, or financial advisor, this playbook equips you with the strategies, tools, and templates you need to build a thriving practice and deliver exceptional service to your clients.
Inside, you will find expert advice on wills, trusts, insurance strategies, tax planning, Medicaid and Medicare, and advanced wealth preservation techniques. With practical tools such as client intake forms, trust comparison worksheets, and detailed case studies, this book provides a step-by-step approach to mastering the art of estate planning.
Key topics include:
Designing and executing a variety of trust structures, including irrevocable and Medicaid asset protection trusts
Structuring business entities for maximum asset protection
Partnering with CPAs and financial advisors for cross-referral success
Using seminars and educational marketing to fill your calendar with new clients
Scaling your practice with virtual tools and automation
Whether you are just starting or looking to expand your business, The Estate Architect's Playbook will help you provide holistic solutions that protect your clients' legacies and set your practice on the path to long-term success. Step into the role of a trusted advisor and make a lasting impact on the lives of your clients.
