Articles
Monthly Newsletters
The first electronic edition of our monthly newsletter will be up shortly.
Articles for Professional Advisors
New Planning Opportunities with Non-Spouse Rollovers
Simplifying the Taxation of Trusts
Understanding the Significance of Trusts
U n d e r s t a n d i n g t h e O p p o r t u n i t i e s w i t h A i d & A t t e n d a n c e B e n e f i t s
Life Settlements: Understanding the Opportunity for Your Clients
Understanding Medicaid Planning Opportunities – For Your Clients and You
Planning for Disability
Planning for Tax-Qualified Plans
Policy Reviews of Trust Owned Life Insurance (TOLI)
10 Tips for Helping Families with Special Needs
The Continuing Need for Life Insurance
Understanding Educational Savings Vehicles
529 Plan Benefits Made Permanent by the Pension Protection Act
The Pension Protection Act: New Opportunities for Retirement Planning