Consult With Irv

At an early age Irv recognized that trust (between him and his client) is an essential ingredient in the client-advisor relationship. Always has been. Always will be.

Yes, it seems easier to do today—after 40-plus years of writing, lecturing and consulting in the area of Wealth Transfer and related subjects. True, years of practice has built Irv’s knowledge base.

Yet, clients seem to be attracted to Irv’s experience as the single most important factor in building trust.

Today, Irv has earned the trust and confidence and completed a Wealth Transfer Plan for clients in all 50 of the United States.

Focus on Client Service

Irv readily admits that when he was a young professional—before he had knowledge and experience—he used extraordinary client service as his main method of building trust with his clients. He answered every client question. When he didn’t know the answer, he found someone who did.

He was never more than a phone call away. Interesting:
He gave clients his home phone number and invited them—like family—to “call anytime.”

Client service is the norm when you work with Irv, his staff or anyone in His Network (of professionals). Everyone—from the day they start working with Irv—is included in the long tradition of extraordinary client service.

ABOUT RESEARCH

Irv (or anyone who he allows to work with his clients) never charges a client for research. Why?… His simple philosophy is that charging for research requires your client to pay extra for you to learn what you should have known in the first place. Not a way to render client service or build trust.

What does client service mean?

Could write a small book to answer that question. But following is a taste of my client service philosophy.

Exceed expected results. Fair fees… a bargain for the results promised and attained.

Take a genuine interest in not only the client, but the entire family. Consider not only financial and tax goals, but human goals. For example, mom and dad… each child… each grandchild… others that the client loves or wants to take care of in some way (employees/servants).

Hold hands when necessary. But when circumstances require, be tough. (Yes, it’s the client’s plan, but you are responsible for not letting dumb decisionS (that do not meet preset goals) creep into the Plan.

Client service must start and end with a few basics:

• Return phone calls.
• Respond quickly to all inquires.
• Keep confidentiality.
• Do whatever is necessary—but only legally—to accomplish the client’s goals.
• Review the Plan on a regular basis.

Expertise

Irv’s expertise is in the techniques and concepts that (1) protect your wealth, (2) create tax-free wealth, (3) eliminate the impact of the estate tax and (4) designing the perfect business succession plan. The following is a summary of what Irv does:

• Creates a comprehensive—
  • Wealth Transfer Plan (lifetime plan that dovetails with your estate plan)
  • Business Succession Plan (transfer business to your kids tax-free)
  • Retirement Plan
  • Wealth Creation Plan via various tax-free environments
• Gives second opinions on existing plans
• Using and implementing all of The Strategies (as described on this website) as necessary, to complete your Plans.
• Providing access to Our Network (an absolute necessity, because Irv—in spite of his four decades, plus, of experience—cannot do it alone) of professionals—
  • Lawyer to draft your documents
  • Insurance Consultant to analyze your existing insurance and search the market for the specified type of policies—written by top quality companies—needed to fulfill your Wealth Transfer objectives.
  • Appraiser to value your business.

All Plans are designed, unless you give instructions to the contrary, to:

• Keep your wealth in the family—every dollar of it—instead of losing it to the IRS.
• Allows you to keep absolute control of all your assets—including your business—for as long as you live.
• Protect your assets from creditors and others.

Call Irv at (847) 674-5295 to chat about your specific situation. Or FAX me at (847) 674-5299. Or e-mail me at wealthy@blackmankallic.com.

Please include your phone numbers (day, evening and cell)

If you want to consult (or need a second opinion) quickly...

Simply send the following information (send copies, do not send original documents).

1. For your business. Your last year-end financial statement.
2. Personal. A current personal financial statement for you and your spouse.
3. A family tree. Your name, and birthday. Same for your spouse, kids and grandchildren.
4. Any other information you think will be helpful: For example, wills, trusts, tax returns.

Remember to include all your phone numbers: Business, home and cell.

Send to Irv Blackman, Estate Tax Secrets, 3830 Estes Ave., Lincolnwood, Illinois 60712. (Use any courier service, do not mail.)

What’s our job?… To create the right Plan for you, your family and your business and to coordinate the efforts of your professionals. If we can’t help you, there is no charge.