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Posts
Advisors
- Captive Insurance Companies -Creating Current & Recurring Revenue
- New FDIC Insurance Rules and Limits: Are Your Clients Fully Protected?
- Final Expense Trusts
- Year-End Planning Opportunities: More Than You Might Expect
- Planning for the New “Zero Percent” Tax Bracket
- Planning for Long Term Care
- Understanding the Significance of Trusts
- Understanding the Opportunities with Aid & Attendance Benefits
- Understanding Medicaid Planning Opportunities – For Your Clients and You
- Understanding Educational Savings Vehicles
- The Pension Protection Act: New Opportunities for Retirement Planning
- The Continuing Need for Life Insurance
- Simplifying the Taxation of Trusts
- Policy Reviews of Trust Owned Life Insurance (TOLI)
- Planning for Unmarried Couples
- Planning for Tax-Qualified Plans
- Planning for Disability
- Opportunities with Planning for Pets
- New Planning Opportunities with Non-Spouse Rollovers
- Life Settlements: Understanding the Opportunities for Your Clients
- Exciting New Developments in Buy-Sell Planning
- 529 Plan Benefits Made Permanent by the Pension Protection Act
- 10 Tips for Helping Families with Special Needs
- Income Tax Planning
- Practical Applications of Non-Qualified Deferred Compensation
- Section 1035 Tax-Free Exchange of Life Insurance Policies
Blog Post
- Highlights of the New Estate, Gift, & GST Tax Legislation
- The State of the Federal Estate Tax
- Transferring a Busines to Key Employees
- Business Exit Planning Using Charitable Strategies
- Transferring Business Interests to Family Members: Sale of Non-Voting Stock Interests to Grantor Dynasty Trusts
Clients
- Ten Dollars Worth of Flowers & “Portability” of the Federal Estate Tax Exemption – What does it mean?
- New FDIC Rules: Are You Protected?
- Planning for the New “Zero Percent” Tax Bracket
- Planning for Pets
- Understanding the Significance of Trusts
- Planning for Disability
- New Law Creates Exciting Planning Opportunities with Retirement Planning