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
