 ESTATE PLANNING There are currently 3 offerings in the database.Page(s): 1 The Bull's-Eye Rating System You'll notice that each of the fundfreebies entries have from 0 to 3 bull's-eyes after it. I'm using that symbol as a way to evaluate the content of each piece.Now don't think that just because there aren't any bull's-eyes after a piece that it's not worth ordering. That's not the case at all. All of the materials presented are informative and have educational merit. And, little to no fund family p.r. fluff in them. I know this for a fact as I've read through each entry and personally decided upon its Bull's-Eye rating. Here's what the ratings mean:
- O to 1 bull's-eye means the piece is solid and informative.
- 2 bull's-eyes means the piece is a cut above the 1 bull's-eye entries.
- 3 bull's-eyes means content is strong, very educational and definitely worth a read.
ESTATE PLANNINGEstate Planning: An Essential Piece of Your Financial Planning Puzzle, from American Century's Education & Guidance Series; Financial FYI. This is an 8 1/2" x 11", one-page, two-sided report. Sometimes just trying to figure out what your estate is can be tough. FYI, according to the piece, "your estate comprises all of the assets your own at the time of your death, less any liabilities." Those assets include things like property, securities, personal possessions, life insurance, interest in a business, cash and more. There's good stuff here for those who may have been avoiding the subject.  To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.
ESTATE PLANNINGOppenheimerFunds, Estate Planning Worksheet: Protecting And Building Your Assets Across Generations. A 25 1/2 " x 11" mini-let that's folder in thirds and full of tips---as well as a worksheet---addressing estate planning. In it you'll find information about probate, estate taxes, revocable living trusts and various estate planning strategies. For instance, one of the benefits of writing a will is that it details who gets what assets. One of the drawbacks; a will provides no tax savings. Plan ahead and order this one, now. To order this piece, call OppenheimerFunds at 1-800-525-7048 and request it by title.
ESTATE PLANNINGEstate Planning Guide; Key Considerations, from T.Rowe Price. A 40-page, 8 1/2" x 11" piece that will help you hone in on what estate plans are and how to effectively create one that meets your individual goals. A few of the subjects covered include data about wills, trusts, durable powers of attorney and some of the benefits of each. Federal estate taxes are also discussed along with financial management. This piece is filled with solid valuable information. Call for it today. To order this free piece, call T. Rowe Price at 1-800-332-6407, and request it by title. | 
| HOW WE FIGURE THINGS | | | Since the educational data we received comes from a variety of different sources---and in all different sizes and shapes---we figured it would be best to have specific labels for each differently sized piece. To keep things in order, we count everything: The front cover is one page, the inside cover, page 2, etc. Consequently, there will no doubt be a difference in the number of pages you read in the reviews about the piece and the number of pages printed in it. With that in mind, here's a legend that names the various sized pieces. Read through it and you'll know why we call booklets booklets and pamphlets pamphlets: Report. These are one- or two-page, often two-sided, reports on 8 1/2" x 11" papers. MFS and Pioneer have many of them.Mini-let. That's a one-page piece of paper of various sizes folded in various ways. Copy here might read: "8 12" x 17" paper folded in thirds".Pamphlet. Something with up to 12 pages---that includes counting the front and back cover pages, for a total of 4 pages right there. (This differs from the Mini-let in that these are separate pages and not part of one sheet of paper folded down.)Booklet. Any unbound piece over 12 pages in length, covers again being counted in as 4 pages.Tiny Book. All bound pieces, like some of the Scudder things. Count cover pages also. | |
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