News Letters


June 2014

January 2013

  • Changes to the Federal Estate Tax Law

November 2012

  • Estate Planning: Overview
  • Uncovering Charitable Planning Opportunities

October 2012

  • How to Talk to Prospective Clients about Estate Planning
  • The Top 10 Benefits of a Comprehensive Power of Attorney

September 2012

  • Income Tax Issues When Planning for the Sale of a Closely Held Business
  • Issues to Consider When Creating a Special Needs Trust

August 2012

  • Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count
  • The Value of Using Irrevocable Trusts in Medicaid Planning

July 2012

  • Estate Planning for Business Owners
  • Get Ready for a New Tax on January 1, 2013

June 2012

  • Planning for Advanced Asset Protection
  • Maximizing Social Security Retirement Benefits for Married Baby Boomers

May 2012

  • Practice Transition Plan
  • Beware the Remote or Contingent Beneficiary with Special Needs

April 2012

  • An Overview of Estate Planning
  • Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count

January 2012

  • Continuum of Care: Client Update Meetings/Financial Control System
  • Top Income Tax Planning Ideas for 2011 and 2012

December 2011

  • IRAs and qualified retirement plans for wealth transfer planning
  • The Top News Stories in 2011

November 2011

  • Asset Protection
  • If You Have a Disability, You May Be Able to Avoid IRA Early Withdrawal Penalties
  • Does A Special Needs Trust Always Have to Pay the State When a Beneficiary Dies?

October 2011

  • Trustee Selection for Irrevocable Trusts

September 2011

  • Niche Trusts
  • 7 Tips for Helping Families with Special Needs

August 2011

  • Top Income Tax Planning Ideas for 2011 and 2012
  • The Future of Medicaid and Medicare

July 2011

  • Income Tax Planning Concepts in Estate Planning
  • Special Needs Planning Issues Following Divorce

June 2011

  • Is There a Crisis in Estate Planning?
  • Qualified Plan and IRA Withdrawals by the Owner/Participant
  • Benefits and Detriments of Creating a Retirement Plan
  • Trust to Be the Beneficiary of an IRA or Qualified Plan

April 2011

  • Planning with the $5 Million Gift Tax Exemption
  • Using a Limited Liability Company (LLC) to Transfer a Family Business

March 2011

  • 7 Tips for Helping Families with Special Needs
  • Planning Opportunities Under 2010 Tax Act

May 2010

  • The Continuing Significance of Non-Qualified Deferred Compensation
  • Planning for Long Term Care

April 2010

  • Motivating Clients to Plan Now: Taking Advantage of Low Interest Rates and More
  • 2010 Tax Code Changes and the Effect on Medical Planning

February 2010

  • The 2010 Basis "Step-Up" Rules

December 2009

  • Asset Protecting Inherited IRAs
  • Qualified Plan and IRA Withdrawals by the Owner/Participant
  • Benefits and Detriments of Creating a Retirement Plan
  • Trust to Be the Beneficiary of an IRA or Qualified Plan

November 2009

  • Charitable Lead Trusts

October 2009

  • An Introductoin to Planning for Doctors

August 2009

  • Perceived Disadvantages of Irrevocable Trusts in General