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Written by Derek W. Jensen   
Monday, 09 November 2009 00:00
Wealth Advisor - Volume 3, Issue 4
Now is the time to update your existing estate plan, or proceed with implementing a comprehensive estate plan. Why? First, we now know with certainty that the federal estate tax is not going away, and thus we should establish a plan that avoids or at least minimize this voluntary tax.

More importantly, if you don't you just might end up like the host of celebrities who have made the headlines recently because they either had no estate planning or...

Written by Derek W. Jensen   
Sunday, 01 November 2009 01:00
For the right client, the right charitable lead trust (CLT) can provide significant planning opportunities for reducing generation skipping transfer (GST), estate, gift, and/or income taxes. However, the CLT is a woefully underutilized strategy today. This issue of The Wealth Counselor examines CLTs and the planning opportunities they afford, especially in today's low interest rate, depressed asset value environment.

Charitable Lead Trusts Generally
A CLT is a split-interest irrevocable...

Written by Derek W. Jensen   
Thursday, 15 October 2009 00:00
Planning For Life

In This Issue Insurance Industry Fighting to Remove Kennedy's LTC Plan From Health ReformProgram Provides Support Services to Family CaregiversBook Review: A Parent's Guide to Wills & Trusts: For Grandparents, TooWhat Is a Trust Protector and When Might You Need One?529 Plans Can Pay for Computers and Internet for Next Two YearsWelcome to our E-NewsletterPlanning For Life is a monthly e-newsletter that brings you reports...

Written by Derek W. Jensen   
Thursday, 01 October 2009 00:00
Doctors' need for asset protection planning is unaffected by the current economic downturn. As a result, many advisor teams either work with, or would like to begin working with, doctors (physicians, surgeons, dentists and chiropractors). This issue of The Wealth Counselor examines the personality traits of physicians and surgeons, as well as introduces the asset protection and estate planning needs of doctors.

Doctors Need Asset Protection
Two strong indicators of the need for and...

Written by Derek W. Jensen   
Tuesday, 15 September 2009 00:00
 Planning For LifeSeptember 2009
Quick Links
Visit Our WebsiteShould You Join the Roth Conversion Parade?Premium May Rise for Medicare Part D Beneficiaries Who Receive Low-Income SubsidyNew Web Site Lets Patients Rate Their DoctorsHow to Cope With a Suspended 401(k)IRS Alerts Public to New Identity Theft ScamsCaring for Our ParentsIn This Issue Who Can Serve as Executor?Long-Term Care Hybrid Products Give Buyers More OptionsBook Review: Nasty, Brutish & Long: Adventures in Old Age and...

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