You’ve outlined a business plan and defined your target. You’ve crafted a mission statement, a vision statement and spent time fine-tuning your “elevator” message. So how do you go about practice building? It’s time to begin creating your legal marketing kit, the tools that will help position you for success.

There’s a widespread misconception that the only gun owners in need of special consideration for firearms in their estate planning are those individuals who own a very valuable collection (i.e., expensive, antique) or those with specific NFA-regulated firearms (fully automatic machine guns, noise suppressors, etc.) 

While those collectors certainly need advanced planning, many more individuals need at least some planning considerations in place within their basic estate plan.

When it comes to taxes I’m a simple guy with pretty straightforward filing needs. When a tax question does arise, I follow the old motto: “If you don’t know your jewels, know your jeweler.” That’s when I turn to a CPA or other trusted tax professional.