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Newsletters

Advisor Focused Newsletter

Helping Couples Plan for Their Future

10/13/2020
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Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust

09/08/2020
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Low Interest Rate Strategies You Should Be Discussing with Your Clients

08/11/2020
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Christmas in July: Gifting During Uncertain Times

07/14/2020
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Correction to June 2020 Newsletter

06/12/2020
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Time to Review Clients' Retirement Accounts

06/09/2020
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Helping Clients Create Positivity with Their Estate Plan

05/12/2020
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Family Offices: Clients Want Their Own Wealth Team

04/14/2020
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Helping Single Parents Protect Who They Love Most

03/11/2020
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How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations

02/11/2020
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Planning for Millennials

01/14/2020
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Helping Those Who Help Others

12/10/2019
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How to Help Your Client When a Loved One Dies

11/12/2019
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Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?

10/08/2019
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Modern Uses for Life Insurance Trusts

09/10/2019
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Income Tax Strategies to Move Your Clients Forward

08/13/2019
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Niche Trusts: A Chance to Collaborate

07/09/2019
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The Revocable Living Trust: Helping Clients, Growing Your Practice

06/11/2019
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Portability and Married Couples: A Viable Option

05/14/2019
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Coordinate Retirement and Estate Planning For Improved Client Relationships

04/09/2019
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Want to Connect with Your Clients? Make It Simple

03/12/2019
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Don't Allow New Accounts to Catch Clients Unaware

02/12/2019
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Planning for Individuals and Couples Without Children

01/08/2019
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5 Hidden Client Risks That Demand Your Immediate Attention

12/11/2018
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What the 2018 Midterm Election Results Mean for Estate Planning and Deepening Client Engagement

11/13/2018
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Three Charitable Giving Solutions to Consider for Year End

10/09/2018
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What 199A Regulations Mean for Your Clients

09/11/2018
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Preparing Your Clients for the Rising Costs of Education

08/14/2018
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Taking Full Advantage of the 2017 Tax Cuts and Jobs Act

07/10/2018
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Which Asset Protection Strategies Are Right for Your Clients?

06/12/2018
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Solve the Troubled Adult Child Beneficiary Dilemma in Three Easy Steps

05/08/2018
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Helping Clients Plan From the Heart: Beyond Money in Estate Planning

04/10/2018
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How Remodeling a Client Trust Can Retain Assets Under Management while Saving Clients Money

03/13/2018
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Ready? Okay!: The Team Approach to Client Service in 2018 and Beyond

02/13/2018
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Tax Reform: Solutions for Your Clients and Their Estate Planning

01/09/2018
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Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans

12/12/2017
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One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

11/14/2017
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How to Jumpstart Your Clients’ Year-End Planning

10/10/2017
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4 Times You Should Call an Estate Planning Attorney Right Away: Using Your Clients' Entire Financial Team Improves Results

09/12/2017
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Tell Your Clients It's Not Too Late for a Portability Election

08/08/2017
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Dynasty Trusts - A Planning Tool for the Masses?

07/11/2017
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Free Your Clients From Old, Obsolete Trusts

06/13/2017
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Trump's First 100 Days: Looking Back and Planning Ahead

05/09/2017
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How a Community Property Trust Can Save Tens of Thousands of Dollars in Capital Gains Taxes

04/11/2017
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Estate Planning Should Always be a Team Effort

03/14/2017
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The Superior Alternative to "I Love You" Wills

02/14/2017
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Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs

01/10/2017
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Talking To Your Clients About Estate Planning In The New Year

12/20/2016
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Preparing for a New Administration

11/30/2016
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How and Why Life Insurance Still Matters in Estate Planning

10/31/2016
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Help Your Clients Save at Tax Time

09/30/2016
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How to Overcome the Challenges of Legacy Planning that Plague Blended Families

08/31/2016
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8 Red Flags That Your Clients' Estate Plans Are Out of Whack

07/29/2016
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Three Tools Your Clients Can Use to Save For Skyrocketing College Expenses

06/30/2016
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The Perils of Outright Distributions and Gifts

05/31/2016
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Out of Date and In Need of Immediate Overhaul: The Story of Many Existing Estate Plans

04/29/2016
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Just When You Thought an Irrevocable Trust Couldn't Be Changed: 5 Ways to Modify an Irrevocable Trust

03/31/2016
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Revocable Trusts Are The Solution to Your Client's Needs

02/29/2016
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How You Can Protect Inherited IRAs

01/29/2016
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Be the Hero: How to Help Your Clients Avoid Probate

12/30/2015
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Is There an Income Tax Time Bomb Lurking in Your Client’s Estate Plan?

11/30/2015
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Don't Miss Out on These Year-End Tax Planning Strategies

10/30/2015
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The Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

09/30/2015
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What's Hot in Estate Planning Right Now May Surprise You

08/31/2015
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How Will the 2015 Supreme Court Decisions Affect Your Clients?

07/31/2015
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The Shocking Truth About Asset Protection Planning

06/01/2015
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Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

05/01/2015
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Three Liability Planning Tips for Physicians

04/01/2015
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How Clients Can Easily Integrate Asset Protection Trusts into Their Estate Plans

03/02/2015
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It's Not Just Death and Taxes: Clients Need an Incapacity Plan that Works When It's Needed

02/03/2015
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Five Ways to Make Trusts More Flexible

01/02/2015
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How to Help Clients Avoid a Disastrous Will or Trust Contest

12/01/2014
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How to Become a Multigenerational, Purpose-Driven Advisor

11/03/2014
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Strategies for Reducing Income that Individuals and Trustees Can Use Now

10/01/2014
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Seven Trust-Based Asset Protections Strategies for Your Clients

09/02/2014
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Asset Protection Planning for the Modern Client

08/02/2014
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How to Protect Inherited IRAs After the Clark v. Rameker Decision

07/01/2014
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How to Avoid a Basis Management Disaster

06/03/2014
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Portability and Married Couples: No Downside

05/02/2014
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These Four Childfree Prospect Tips Will Grow Your Business - And They're Not What You Think

04/01/2014
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Three Key Strategies for Helping Clients Navigate Aging Plans

03/03/2014
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Three Simple Ways to Sell Complex Solutions

02/04/2014
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Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014

01/02/2014
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Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar

12/05/2013
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Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar

12/04/2013
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Trusts Solve Client Needs and Add Value to Wealth Plans

11/01/2013
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Identifying Hidden Financial Risks Creates Sales Demand

10/01/2013
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Planning for Blended Families: Part II - 3-Step Counseling Strategy for Blended Families

09/03/2013
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Planning for Blended Families: Part I - Intake Process

08/02/2013
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Including Life Expectancy and Health Care Costs in Retirement Planning

07/02/2013
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Why Estate Planning Is Still Important

06/04/2013
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Income Tax Planning: What Estate Planners Need to Know

05/02/2013
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Income Tax Planning with Alaska Community Property Trusts

04/12/2013
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Using Trusts to Protect Inherited IRAs

03/03/2013
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What the New Tax Law Means to You and Your Clients

02/01/2013
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Don't Let the Tax Tail Wag the Dog: Client Concerns, Not the Estate Tax, Should Drive Estate Planning

01/02/2013
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Year-End Tax Planning In 2012

12/03/2012
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Uncovering Charitable Planning Opportunities

11/01/2012
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How to Talk to Prospective Clients about Estate Planning

10/02/2012
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Income Tax Issues When Planning for the Sale of a Closely Held Business

09/04/2012
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Estate Planning for Disability

08/01/2012
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Estate Planning for Business Owners

06/28/2012
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Planning for Advanced Asset Protection

05/31/2012
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Understanding Practice/Business Transition Planning

05/01/2012
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Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count

04/03/2012
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An Overview of Estate Planning

03/01/2012
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Paying for College

02/01/2012
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Continuum of Care: Client Update Meetings/Financial Control System

01/03/2012
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Retirement Planning: Coordinating with the Client's Overall Planning Objectives

12/01/2011
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Asset Protection Planning - Teamwork Is Required for Success

11/01/2011
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Trustee Selection for Irrevocable Trusts

10/03/2011
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Niche Trusts

09/01/2011
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Opportunities with Planning for Pets

12/29/2007
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New Planning Opportunities with Non-Spouse Rollovers

11/30/2007
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Simplifying the Taxation of Trusts

10/31/2007
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Understanding the Significance of Trusts

10/01/2007
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Understanding the Opportunities with Aid & Attendance Benefits

08/29/2007
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Life Settlements: Understanding the Opportunity for Your Clients

07/31/2007
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Understanding Medicaid Planning Opportunities - For Your Clients and You

06/29/2007
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Planning for Disability

05/30/2007
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Planning for Tax-Qualified Plans

04/30/2007
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Policy Reviews of Trust Owned Life Insurance (TOLI) - Why you should make it part of your standard estate planning process

03/31/2007
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10 Tips for Helping Families with Special Needs

02/28/2007
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The Continuing Need for Life Insurance

01/31/2007
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Understanding Educational Savings Vehicles

12/29/2006
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529 Plan Benefits Made Permanent by the Pension Protection Act

11/28/2006
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The Pension Protection Act: New Opportunities for Retirement Planning

10/23/2006
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