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Newsletter Archives

Still haven't found what you are looking for?  This page includes past newsletters.  The Wealth Advisor is the quarterly newsletter that deals with topics of interest to individuals.  The Wealth Counselor is a monthly newsletter that discusses topics that may be of interest to Financial Professionals such as  Financial Advisors, CPA's, and Life & Health Insurance Agents.

All files are in a format compatible with Adobe Reader.

The Wealth Advisor -- The Planning Newsletter for Individuals

Planning for Pets
Winter 2007 / 2008  (Volume 2, Issue 1)
Understanding the Significance of Trusts
Fall 2007 (Volume 1, Issue 3)
Planning for Disability
June 2007 (Volume 1, Issue 2)
New Law Creates Exciting Planning Opportunities
April 2007 (Volume 1, Issue 1)

The Wealth Counselor -- The Planning Newsletter for Financial Professionals

Planning for the New "Zero Percent" Tax Bracket
February 2008 (Volume 3, Issue 2)
Exciting New Developments in Buy-Sell Planning
January 2008 (Volume 3, Issue 1)
Opportunities With Planning for Pets
December 2007 (Volume 2, Issue 12)
New Planning Opportunities with Non-Spouse Rollovers
November 2007 (Volume 2, Issue 11)
Simplifying the Taxation of Trusts
October 2007 (Volume 2, Issue 10)
Understanding the Significance of Trusts
September 2007 (Volume 2, Issue 9)
Understanding the Opportunities With Aid & Attendance Benefits
August 2007 (Volume 2, Issue 8)
Life Settlements: Understanding the Opportunity For Your Clients
July 2007 (Volume 2, Issue 7)
Understanding Medicaid Planning Opportunities For Your Clients and You
June 2007 (Volume 2, Issue 6)
Planning for Disability
May 2007 (Volume 2, Issue 5)
Planning for Tax Qualified Plans
April 2007 (Volume 2, Issue 4)
Policy Reviews of Trust Owned Life Insurance (TOLI)
March 2007 (Volume 2, Issue 3)
10 Tips for Helping Families With Special Needs
February 2007 (Volume 2, Issue 2)
The Continuing Need for Life Insurance
January 2007 (Volume 2, Issue 1)
Understanding Educational Saving Vehicles
December 2006 (Volume 1, Issue 3)
529 Plan Benefits Made Permanent by Pension Protection Act
November 2006 (Volume 1, Issue 2)
The Pension Protection Act: New Opportunities for Retirement Planning October 2006 (Volume 1, Issue 1)