Web Guides
Impact’s Web-Based Planning Guides are designed to give your sales force quick, concise, and easy to understand information concerning many planning related topics.
Any of the following Flash presentations can be incorporated onto your company’s website for easy access and downloading by your field force. These topics are also available in text format.
Estate Topics
- Charitable Remainder Trusts
- Family Attribution
- Estate Planning
- Family Limited Partnerships
- GRATs
- GRUTs
- Irrevocable Trust and Executive Bonus
- Irrevocable Trust and Split Dollar
- Section 303
- Discounts
- Wealth Replacement
Business Topics
- Buy Sell
- Private_Annuity
- Discounts
- Double Duty Dollars
- Cross Purchase
- Entity Purchase
- Estate Equalization
- Gifting the Business
- Gifting the Business, then Redemption
- Trusteed Cross Purchase
- Installment Sales
- Stock Redemptions
- Unilateral Buy Sell
- Wait and See Cross Purchase
- Wait and See Entity Purchase
- Rabbi Trusts
- Section 457 Plans
