Newsletter Articles

Transferring Your Family Business to Your Children (Sep)
Avoiding Probate: Is It Worth It? (Aug)
Will You See Higher Tax Rates in 2011? (Jul)
What You Should Know about Inherited IRAs (Jun)
How Much Life Insurance is Enough? (May)
Special Needs Trusts (Feb)
Estate Planning Opportunities in a Down Market (Jul)
Estate Planning for a Second Marriage (Jun)
A Small Business Plan for Uncertain Times (May)
Charitably Inclined? The Income Tax Benefits of Giving (May)


529 Plans and Estate Planning
Basic Estate Planning
Basic Retirement Planning
Caring for an Aging Parent
Charitable Giving
Disability Insurance Basics
Estate Tax
Family Business Succession Planning
Life Insurance and Estate Planning
Lifetime Transfers to Children
Loss of a spouse
Planning for Incapacity
Planning for Remarriage
Planning for Social Security
Retirement Planning with Annuities

Concept Pieces

All about IRAs
Business Succession Planning
Charitable Giving
Death of a Family Member Checklist
Estate Planning Issues and Opportunities for 2010 and Beyond
Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
Grantor Retained Annuity Trust (GRAT)
Irrevocable Life Insurance Trust (ILIT)
Key Estate Planning Documents You Need
Planning for Incapacity
Protecting Your Loved Ones with Life Insurance
Trust Basics
Understanding the 2010 Estate Tax Repeal
529 College Savings Plans


Business Succession Strategy Calculator
Buy-Sell Agreement Calculator
Net Worth Calculator

Flash Client Alerts

Estate Tax Remains in Flux

Flash Seminars

Advanced Estate Planning
Estate Planning Basics
Planning for Long-Term Care

Consumer Alerts

Health-Care Reform: Tax Issues for Businesses
2011 Tax Changes At-A-Glance
Health-Care Reform: High-Income Individuals Face New Medicare-Related Taxes in 2013
Health-Care Reform: Considerations for Seniors
Small Business Update: Depreciation and IRC Section 179 Deductions
The Small Business Jobs Act of 2010

Consumer Materials

Advantages and Disadvantages of Self-Employment
Asset Protection in Estate Planning
Benefit Plans for Small Businesses
Bypassing Probate
Caring for Your Aging Parents
Designating a Beneficiary for Life Insurance
Do You Need Disability Income Insurance?
Estate Planning: An Introduction
Life Insurance and Estate Planning
Record Keeping for Your Own Business
Starting or Buying a Business
Understanding Probate
Understanding Your Business Owners Policy