Newsletters
The Wealth Counselor Newsletters
Your Role in a Client's Summertime Family Gathering
Helping Clients Protect Themselves and Their Loved Ones This National Safety Month
Three Things You Can Do to Help Clients with National Moving Month
Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options
What Will Happen If Your Clients' Loved Ones Become Disabled?
Presidential Estate Planning Lessons You Can Use to Advise Your Clients
Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan
Why You Might Not Want to Be a Client's Beneficiary
How a Fender Bender Might Impact Your Clients' Finances and Estate Plan
Estate Planning Awareness Week: Don't Let Your Clients Fall Victim to These Common Myths
Preparing for the Reduction in the Estate Tax Exemption
Working with Co-trustees: How You Can Help
Helping Clients with Anticipated Inheritances
Helping Clients Responsibly Leave Wealth to Grandchildren
President Biden's First One Hundred Days: Looking Back and Planning Ahead
Powers of Appointment: A Handy Tool in Your Client’s Toolbox
Trust Protectors: Are They a Good Fit for Your Client?
Helping Clients Create an Up-to-Date Inventory
Is Your Client's Estate Plan Incapacity Proof?
Getting Your Clients Ready for 2021
Election Update: Planning under the Biden Administration
Clarification to November 2020 Newsletter
Helping Couples Plan for Their Future
Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust
Low Interest Rate Strategies You Should Be Discussing with Your Clients
Christmas in July: Gifting During Uncertain Times
Time to Review Clients' Retirement Accounts
Helping Clients Create Positivity with Their Estate Plan
Family Offices: Clients Want Their Own Wealth Team
Helping Single Parents Protect Who They Love Most
How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations
Helping Those Who Help Others
How to Help Your Client When a Loved One Dies
Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?
Modern Uses for Life Insurance Trusts
Income Tax Strategies to Move Your Clients Forward
Niche Trusts: A Chance to Collaborate
The Revocable Living Trust: Helping Clients, Growing Your Practice
Portability and Married Couples: A Viable Option
Coordinate Retirement and Estate Planning For Improved Client Relationships
Want to Connect with Your Clients? Make It Simple
Don't Allow New Accounts to Catch Clients Unaware
Planning for Individuals and Couples Without Children
5 Hidden Client Risks That Demand Your Immediate Attention
What the 2018 Midterm Election Results Mean for Estate Planning and Deepening Client Engagement
Three Charitable Giving Solutions to Consider for Year End
What 199A Regulations Mean for Your Clients
Preparing Your Clients for the Rising Costs of Education
Taking Full Advantage of the 2017 Tax Cuts and Jobs Act
Which Asset Protection Strategies Are Right for Your Clients?
Solve the Troubled Adult Child Beneficiary Dilemma in Three Easy Steps
Helping Clients Plan From the Heart: Beyond Money in Estate Planning
How Remodeling a Client Trust Can Retain Assets Under Management while Saving Clients Money
Ready? Okay!: The Team Approach to Client Service in 2018 and Beyond
Tax Reform: Solutions for Your Clients and Their Estate Planning
Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans
One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times
How to Jumpstart Your Clients’ Year-End Planning
4 Times You Should Call an Estate Planning Attorney Right Away: Using Your Clients' Entire Financial Team Improves Results
Tell Your Clients It's Not Too Late for a Portability Election
Dynasty Trusts - A Planning Tool for the Masses?
Free Your Clients From Old, Obsolete Trusts
Trump’s First 100 Days: Looking Back and Planning Ahead
How a Community Property Trust Can Save Tens of Thousands of Dollars in Capital Gains Taxes
Estate Planning Should Always be a Team Effort
The Superior Alternative to “I Love You” Wills
Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs
Talking To Your Clients About Estate Planning In The New Year
Preparing for a New Administration
How and Why Life Insurance Still Matters in Estate Planning
Help Your Clients Save at Tax Time
How to Overcome the Challenges of Legacy Planning that Plague Blended Families
8 Red Flags That Your Clients' Estate Plans Are Out of Whack
Three Tools Your Clients Can Use to Save For Skyrocketing College Expenses
The Perils of Outright Distributions and Gifts
Out of Date and In Need of Immediate Overhaul: The Story of Many Existing Estate Plans
Just When You Thought an Irrevocable Trust Couldn’t Be Changed: 5 Ways to Modify an Irrevocable Trust
Revocable Trusts Are The Solution to Your Client's Needs
How You Can Protect Inherited IRAs
Be the Hero: How to Help Your Clients Avoid Probate
Is There an Income Tax Time Bomb Lurking in Your Client’s Estate Plan?
Don't Miss Out on These Year-End Tax Planning Strategies
The Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy
What's Hot in Estate Planning Right Now May Surprise You
How Will the 2015 Supreme Court Decisions Affect Your Clients?
The Shocking Truth About Asset Protection Planning
Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
Three Liability Planning Tips for Physicians
How Clients Can Easily Integrate Asset Protection Trusts into Their Estate Plans
It's Not Just Death and Taxes: Clients Need an Incapacity Plan that Works When It's Needed
Five Ways to Make Trusts More Flexible
How to Help Clients Avoid a Disastrous Will or Trust Contest
How to Become a Multigenerational, Purpose-Driven Advisor
Strategies for Reducing Income that Individuals and Trustees Can Use Now
Seven Trust-Based Asset Protections Strategies for Your Clients
Asset Protection Planning for the Modern Client
How to Protect Inherited IRAs After the Clark v. Rameker Decision
How to Avoid a Basis Management Disaster
Portability and Married Couples: No Downside
These Four Childfree Prospect Tips Will Grow Your Business - And They're Not What You Think
Three Key Strategies for Helping Clients Navigate Aging Plans
Three Simple Ways to Sell Complex Solutions
Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014
Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar
Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar
Trusts Solve Client Needs and Add Value to Wealth Plans
Identifying Hidden Financial Risks Creates Sales Demand
Planning for Blended Families: Part II - 3-Step Counseling Strategy for Blended Families
Planning for Blended Families: Part I - Intake Process
Including Life Expectancy and Health Care Costs in Retirement Planning
Why Estate Planning Is Still Important
Income Tax Planning: What Estate Planners Need to Know
Income Tax Planning with Alaska Community Property Trusts
Using Trusts to Protect Inherited IRAs
What the New Tax Law Means to You and Your Clients
Don't Let the Tax Tail Wag the Dog: Client Concerns, Not the Estate Tax, Should Drive Estate Planning
Year-End Tax Planning In 2012
Uncovering Charitable Planning Opportunities
How to Talk to Prospective Clients about Estate Planning
Income Tax Issues When Planning for the Sale of a Closely Held Business
Estate Planning for Disability
Estate Planning for Business Owners
Planning for Advanced Asset Protection
Understanding Practice/Business Transition Planning
Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count
An Overview of Estate Planning
Continuum of Care: Client Update Meetings/ Financial Control System
Retirement Planning: Coordinating with the Client's Overall Planning Objectives
Asset Protection Planning - Teamwork Is Required for Success
Trustee Selection for Irrevocable Trusts
Opportunities with Planning for Pets
New Planning Opportunities with Non-Spouse Rollovers
Simplifying the Taxation of Trusts
Understanding the Significance of Trusts
Understanding the Opportunities with Aid & Attendance Benefits
Life Settlements: Understanding the Opportunity for Your Clients
Understanding Medicaid Planning Opportunities - For Your Clients and You
Planning for Tax-Qualified Plans
Policy Reviews of Trust Owned Life Insurance (TOLI) - Why you should make it part of your standard estate planning process
10 Tips for Helping Families with Special Needs
The Continuing Need for Life Insurance
Understanding Educational Savings Vehicles
529 Plan Benefits Made Permanent by the Pension Protection Act
The Pension Protection Act: New Opportunities for Retirement Planning
