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WealthCounselor

If you are a financial planner, CPA, Insurance Agent. enrolled agent or other financial professional, you will want to sign up for our monthly e-newsletter, The WealthCounselor.

December 2016 Wealth Counselor – How and Why Life Insurance Still Matters  in Estate Planning // Preparing for a New Administration

August 2016 Wealth Counselor – The Perils of Outright Distributions and Gifts

July 2016 Wealth Counselor – Three Tools Your Clients Can Use to Save For Skyrocketing College Expenses

June 2016 Wealth Counselor – Just When You Thought an Irrevocable Trust Couldn’t Be Changed: 5 Ways to Modify an Irrevocable Trust // Out of Date and In Need of Immediate Overhaul: The Story of Many Existing Estate Plans

March 2016 WealthCounselor – How You Can Protect Inherited IRAs

February 2016 Wealth Counselor – Six Trust-Based Asset Protection Strategies for Your Clients

January 2016 WealthCounselor – Be the Hero: How to Help Your Clients Avoid Probate

December 2015 WealthCounselor – Is There an Income Tax Time Bomb Lurking in Your Client’s Estate Plan?

November 2015 WealthCounselor- A Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

September 2015 WealthCounselor- How Will the 2015 Supreme Court Decisions Affect Your Clients? 

July 2015 WealthCounselor- The Shocking Truth about Asset Protection Planning

June 2015 WealthCounselor- Asset Protection Planning for the Modern Client

May 2015 WealthCounselor- Three Liability Planning Tips for Physicians

March 2015 WealthCounselor- It’s Not Just Death and Taxes: Clients Need an Incapacity Plan that Works When It’s Needed

January 2015 WealthCounselor- Five Ways to Make Trusts More Flexible

December 2014 WealthCounselor- How to Become a Multigenerational, Purpose-Driven Advisor

Sept. 2014 WealthCounselor- How to Avoid Basis Mismanagement and Advisor Malpractice

July 2014 WealthCounselor – How to Protect Inherited IRAs After the Clark v. Rameker Decision

May/June 2014 WealthCounselor- Portability and Married Couples: No Downside

April 2014 WealthCounselor-These Four Tips for Childless Prospects will Grow your Business /// Three Key Strategies for Helping Baby Boomer Clients Navigate Aging Plans

Feb./March 2014 WealthCounselor- Four Simple Ways to Sell Complex Solutions

Dec. 2013 WealthCounselor- Income Tax Options Run Out Dec. 31 for Non-grantor Trusts

Oct. 2013 WealthCounselor-Identifying Hidden Financial Risks Creates Sales Demand

 Sept. 2013 WealthCounselor- Planning for Blended Families Part II: 3 Step Counseling Strategy

July 2013 WealthCounselor- Including Life Expectancy and Health Care Costs in Retirement Plans