August 28, 2008      
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Software
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Books
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Client-Oriented Marketing Brochures

These topical brochures keep your clients informed and reminded of your name regularly. Each brochure has a place for your Name and Company information and telephone and fax numbers. All brochures completely updated for Tax Law Changes. Sold in packs of 100.

For a free sample of all brochures, send a self-addressed LARGE 9 x 12 envelope with $2.90 postage on the envelope to Leimberg Associates, Inc., 144 West Eagle Road Havertown PA 19083.

The Ten Most Common Estate Planning Mistakes

The Ten Most Common Retirement Planning Mistakes

The Ten Most Common Life Insurance Planning Mistakes

Keeping the Family Business in the Family

Long Term Care-The Ten Most Commonly Asked Questions

Newsletters and Fax Services

Think About It


Steve's monthly tax law newsletter. The latest in business insurance and estate and financial planning involving life insurance and financial products. Twelve issues yearly that cover tax law changes and key planning concepts.

Golden Bullets


Steve's personalized client-oriented monthly newsletter. A one-page two-sided newsletter that consistently keeps your name and phone number in front of clients and prospective clients. Each issue comes with your name, address, phone and fax number. Tracks with each Think About It issue. You receive the right to send an unlimited number of copies each month. Please contact us for a free sample.

FaxNet


Monthly summary of key financial figures including AFMR (section 7520) rate. A "must have" for charitable lead and remainder trusts, GRITs, GRATs, and private annuity calcs.

Leimberg Information Services, Inc.


Steve's incredible e-mail news and commentary service and database. Leading estate, financial, employee benefit, charitable, and asset protection planning experts point out traps and planning opportunities in recent cases, rulings, and legislation. Go to http://www.leimbergservices.com for free trial. $24.95 monthly

Charitable Financial Planner 2008.11 Now Available
Even if you are a computer novice, you’ll be up and running Charitable Financial Planner in less than five minutes.
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NumberCruncher 2008.02 Now Available
This easy-to-learn-and-use Windows software instantly computes QPRTs, GRATs, Charitable Remainder and Lead Trusts, Private Annuities, Capital Punishment by Confiscation and much more. Completely updated for 2008.
> Read More



UPDATED FOR 2008
Toward a Zero Estate Tax Powerpoint Presentation



NEW 
Life Settlement NumberCruncher

easy-to-learn and easy-to-use software designed to assist professionals and their clients in the difficult decision of whether to retain or sell an existing life insurance policy.



  Section 7520 Rates and Rate History
  Download software, books, and Powerpoints in our Online Store
 
Click Here for Leimberg Information Services, Inc., Steve Leimberg's Email Newsletter and Searchable Database
 
 
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