Annual Newsletters:
- February 2017 Newsletter
- March 2016 Newsletter
- March 2015 Newsletter
- Summer 2014 Newsletter
- February 2014 Newsletter
- February 2013 Newsletter
- February 2012 Newsletter
Brochures:
- Do I Need To Do More Estate Planning? (2016)
- Trusts Used in Estate Planning (2016)
- Top Ten Planning Mistakes (2016)
White Papers & Charts:
- New Tax Act: Save Income Taxes Through Business Restructuring (2018)
- White Paper on 678 Trusts (2017)
- “678 Trusts”: Transaction Chart
- Squeeze, Freeze, and Burn: Estate Planning With 678 Trusts (2017)
- The End of Valuation Discounts for Family-Owned Entities (2016)
- Business Succession: A Planner’s Ten-Step Guide (2016)
- G1-G2 Basis Planning to Save Taxes (2016)
- Who Should I Name as Beneficiary of Retirement Assets? (2016)
- Estate Freeze Chart
- Case Study: Estate Planning When Selling a Family-Owned Company (August 2015)
- Business Succession: Tax Planning Before the Sale (June 2015)
- Optimal Estate Planning Chart
- Do I Need to Do More Estate Planning?
- Estate Planner’s Role in Succession Planning: A Ten Step Guide
- What It Means To Be a Trustee
- “White Paper: 2012 Planning Checklist – Planning in a “Perfect Storm”
- Act Now To Get The Best Valuation Discounts: How To Do It Right