Monthly Newsletters for Wealth Planning Professionals

Tax Reform: Solutions for Your Clients and Their Estate Planning
The Wealth Counselor: January 2018

Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans
The Wealth Counselor: December 2017

One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times
The Wealth Counselor: November 2017

How to Jumpstart Your Clients’ Year-End Planning
The Wealth Counselor: October 2017

4 Times You Should Call an Estate Planning Attorney Right Away: Using Your Clients' Entire Financial Team Improves Results
The Wealth Counselor: September 2017

Tell Your Clients It's Not Too Late for a Portability Election
The Wealth Counselor: August 2017

Dynasty Trusts - A Planning Tool for the Masses?
The Wealth Counselor: July 2017

Free Your Clients From Old, Obsolete Trusts
The Wealth Counselor: June 2017

Trump's First 100 Days: Looking Back and Planning Ahead
The Wealth Counselor: May 2017

Estate Planning Should Always be a Team Effort
The Wealth Counselor: March 2017

The Superior Alternative to “I Love You” Wills
The Wealth Counselor: February 2017

Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs
The Wealth Counselor: January 2017

Talking To Your Clients About Estate Planning In The New Year
The Wealth Counselor: Volume 12, Issue12

Preparing for a New Administration
The Wealth Counselor: Volume 11, Issue 11

How and Why Life Insurance Still Matters in Estate Planning
The Wealth Counselor: Volume 11, Issue 10

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