The Wealth Advisor (for clients) Newsletters
How to Coordinate Your Retirement and Estate Plans
Your Personal Property Memorandum: 4 Tips for Success
Five Key Considerations for Your Estate Plan
3 Estate Planning Secrets the Wealthy Use That You Can Too!
Estate Planning Projects to Tackle in the New Year
2018 Midterm Elections: What Do They Mean For Your Estate Plan?
Three Legal Strategies When Facing a Major Health Event
What Do the New 199A Regulations Mean for You?
Back-To-School Preparation: Not Just About the School Supplies
Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?
Keeping the Peace After You Are Gone
Planning for the Financial Future of a Troubled Adult Child
Does Your Family Know About Your Estate Plan?
Planning Your Summer Vacation? 5 Things to Consider Now
Will My Debt Outlive Me? Your Questions About Debt After Death Answered
How Tax Reform Will Impact You and Your Estate Planning
Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth
One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times
End the Year on a High Note with Up-To-Date Trust-Based Estate Planning
Don't Put Off Till Tomorrow What You Can Do Today: Why It's Time to Talk with Your Family and Your Estate Planning Attorney
What if you don’t die?
Estate Plans for College Students and Other Young Adults
Why "I Love You" Wills Really Don't Say "I Love You"
The Flexible Protection of Trust-Based Planning
5 Financial Resolutions For A Happy New Year!
Planning After the Election: What to Expect Under President-Elect Trump
Act Now, Save Later
Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries
Reconsider Outright Inheritances
Beyond Wills and Trusts: 3 Documents Everyone Needs
When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete: 1.An Advance Health Care Directive (Advance Directive); 2.A Health Care Power of Attorney (Health Care POA); and 3.A Financial or General Durable Power of Attorney (General POA).
2016 Workshop Series
The Only Constant in Life is Change
Dispelling a Malicious Myth: Irrevocable Trusts Aren’t Irrevocable
Wills vs. Trusts: In Plain English
How to Protect Your Retirement Account
How to Avoid Sending Your Assets and Loved Ones Into Probate Court
Is There an Income Tax Time Bomb Lurking in Your 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 You?
The Shocking Truth About Asset Protection Planning
Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers
Three Liability Planning Tips for Physicians You Can Use Too
How to Easily Integrate Asset Protection Trusts into Your Estate Plan
It's Not Just Death and Taxes: You Need an Incapacity Plan That Works When It's Needed
5 Ways to Modernize Your Estate Planning Using Flexible Trusts
How to Avoid a Disastrous Will or Trust Contest
How to Create a Successful, Multigenerational Wealth Transfer Plan
Trust-Focused Strategies for Reducing Income You or Your Trustee Can Use Now
Seven Trust-Based Asset Protection Strategies for You and Your Family
Yes, Your Family Needs Asset Protection Planning
How to Protect Inherited IRAs After the Clark v. Rameker Decision
Warning: What You Don't Know About Income Tax Basis Could Hit Your Bottom Line
The Most Important Parts of Estate Planning Can't Get Legislated Away
Three Top Reasons to Update Your Estate Plan in 2014
Planning with Execution
Life Expectancy and Health Care Planning
Why Estate Planning Is Still Important
What the New Tax Law Means to You
The Top Ten Reasons You Need to Do Estate Planning in 2012
The Door Is Closing - Unique Gift and Estate Planning Opportunities in 2012
Estate Planning - A Process, Not an Event
An Introduction to Asset Protection Planning
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony...What Could They Possibly Have in Common?
Planning You Should Consider Now
New FDIC Rules: Are You Protected?
"Portability" of the Federal Estate Tax Exemption - What does it Mean?
Planning for the New "Zero Percent" Tax Bracket & The Need for Life Insurance
Planning for Pets
Understanding the Significance of Trusts
Planning for Disability
New Law Creates Exciting Planning Opportunities