Articles

Articles for Professional Advisors

Volume 3, Issue 4:  Planning for Long-Term Care

Volume 3, Issue 3:  Planning for Unmarried Couples

Volume 3, Issue 2:  Planning for the New “Zero Percent” Tax Bracket

Volume 3, Issue 1:  Exciting New Developments in Buy-Sell Planning

Volume 2, Issue 12:  Opportunities with Planning for Pets

Volume 2, Issue 11:  New Planning Opportunities with Non-Spouse Rollovers

Volume 2, Issue 10:  Simplifying the Taxation of Trusts

Volume 2, Issue 9:  Understanding the Significance of Trusts

Volume 2, Issue 8:  Understanding the Opportunities with Aid & Attendance Benefits

Volume 2, Issue 7:  Life Settlements: Understanding the Opportunity for Your Clients

Volume 2, Issue 6:  Understanding Medicaid Planning Opportunities – For Your Clients and You

Volume 2, Issue 5:  Planning for Disability

Volume 2, Issue 4:  Planning for Tax-Qualified Plans

Volume 2, Issue 3:  Policy Reviews of Trust Owned Life Insurance (TOLI)

Volume 2, Issue 2:  10 Tips for Helping Families with Special Needs

Volume 2, Issue 1:  The Continuing Need for Life Insurance

Volume 1, Issue 3:  Understanding Educational Savings Vehicles

Volume 1, Issue 2:  529 Plan Benefits Made Permanent by the Pension Protection Act

Volume 1, Issue 1:  The Pension Protection Act: New Opportunities for Retirement Planning