News Letters

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