The Wealth Counselor
10 Tips for Helping Families with Special Needs
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529 Plan Benefits Made Permanent by the Pension Protection Act
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Asset Protection Planning – Teamwork Is Required for Success
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Asset Protection Planning for the Modern Client
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Be Your Clients’ Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar
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Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014
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Continuum of Care: Client Update Meetings/Financial Control System
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Don’t Let the Tax Tail Wag the Dog: Client Concerns, Not the Estate Tax, Should Drive Estate Planning
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Estate Planning for Business Owners
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How to Avoid a Basis Management Disaster
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How to Protect Inherited IRAs After the Clark v. Rameker Decision
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How to Talk to Prospective Clients about Estate Planning
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Identifying Hidden Financial Risks Creates Sales Demand
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Including Life Expectancy and Health Care Costs in Retirement Planning
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Income Tax Issues When Planning for the Sale of a Closely Held Business
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Income Tax Planning with Alaska Community Property Trusts
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Income Tax Planning: What Estate Planners Need to Know
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Life Settlements: Understanding the Opportunity for Your Clients
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New Planning Opportunities with Non-Spouse Rollovers
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Opportunities with Planning for Pets
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Planning for Advanced Asset Protection
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Planning for Blended Families: Part I – Intake Process
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Planning for Blended Families: Part II – 3-Step Counseling Strategy for Blended Families
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Policy Reviews of Trust Owned Life Insurance (TOLI) – Why you should make it part of your standard estate planning process
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Portability and Married Couples: No Downside
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Retirement Planning: Coordinating with the Client’s Overall Planning Objectives
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Seven Trust-Based Asset Protections Strategies for Your Clients
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Strategies for Reducing Income that Individuals and Trustees Can Use Now
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The Continuing Need for Life Insurance
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The Pension Protection Act: New Opportunities for Retirement Planning
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These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think
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Three Key Strategies for Helping Clients Navigate Aging Plans
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Three Simple Ways to Sell Complex Solutions
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Trustee Selection for Irrevocable Trusts
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Trusts Solve Client Needs and Add Value to Wealth Plans
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Uncovering Charitable Planning Opportunities
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Understanding Educational Savings Vehicles
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Understanding Medicaid Planning Opportunities – For Your Clients and You
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Understanding Practice/Business Transition Planning
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Understanding the Opportunities with Aid & Attendance Benefits
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Understanding the Significance of Trusts
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Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count
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Using Trusts to Protect Inherited IRAs
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What the New Tax Law Means to You and Your Clients
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Why Estate Planning Is Still Important
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