Estate & Business Law Group, P.C.

Main Phone: 847-367-4460

Resources for Advisors

Daily Plan-It e-Newsletter Archive

8/12/2010	Dog Fight Ensues Over Millionaire Heiress's Wild and Wacky Will
7/29/2010	Better to Give now (2010) vs. Making Charitable Contributions Later (2011)
7/15/2010	The $4 Billion Question-How Much Can a Tycoon's Heirs Really Expect?
7/1/2010	Does Your Client’s Teen Need a Will? Help Them Plan for the Unthinkable
6/17/2010	But Why Can’t I Just Use the Internet?
6/3/2010	A Checklist for Helping Clients Detect and Deal with Financial Elder Abuse
5/20/2010	Watch Out for Tax Traps for Foreigners
5/6/2010	Help a Client’s Family Avoid Confusion in a Crisis with Proper Estate Planning
4/22/2010	Interesting Long-Term Care Trend: Boomers Are Insuring Their Parents
4/8/2010	Clients Still Thinking About a GRAT? Tell Them - Act Now - Before Congress Does
3/25/2010	Helping Clients Assume Control of Their Aging Parents’ Finances
3/11/2010	Protect Your Client’s Beneficiaries with a Creditor-Proof IRA Trust
2/25/2010	Why the Federal Estate Tax’s Repeal Might Cost Your Client’s Family More
2/11/2010	How Will You Handle the Estate Tax Repeal with Your Clients?
1/28/2010	The Repeal is Here
1/14/2010	Why Clients Should be Extra Frugal with Their Special Needs Children
12/31/2009	Selling Clients on the Importance of Setting Simple Goals for 2010
12/17/2009	Share Some Smart, Cost-Saving Tips for Clients’ End-of-Year Tax Planning
12/3/2009	Help Your Clients Put Back Their IRA Distribution Before the End of the Year!
11/12/2009	6.4 Million Dollar Fine Slapped on Trust Mill in Landmark Case
10/29/2009	Did Yankee’s Pitcher Cory Lidle Have Great Asset Protection in Place?
10/15/2009	Economy’s Cold Reality Has Turned Cemetery Plots into Hot Properties
10/1/2009	Understand the Difference between Long-Term Care & Disability Insurance
9/17/2009	Estate Planning for Pets
9/3/2009	Trust Terminology Part 3: Showing Your Clients Several Ways to Trust
8/20/2009	Your Client Needs an Online Estate Plan
8/6/2009	What Kind of Person Should Clients Look for When Choosing a Trustee?
7/23/2009	Individual Retirement Accounts Just Got a Shot in the Arm
7/9/2009	Does Your Client Know Who She Wants to Run Her Business After She is Gone?
6/25/2009	Help Your Clients Pre-plan to Combat Rising Costs of Long-Term Care
6/11/2009	Now is the Time to Encourage Your Clients to Plan
5/28/2009	Are Your Clients’ Charitable Annuities At Risk Due to the Shaky Economy?
5/14/2009	Trust Terminology for Advisors - Part II
4/30/2009	Common Trust Terminology
4/16/2009	Joint Tenancy Ownership
3/19/2009	Ailing Tycoon’s After-Death Wishes Bungled by Poor Estate Planning
3/5/2009	Is the One-Year Reprieve from IRA Withdrawals Confusing Your Clients?
2/19/2009	Reassure and Retain Worried Investors
2/5/2009	Help a Charity, Keep a Deduction & Transfer an Asset to the Kids
1/22/2009	Sharing the Family Business
1/8/2009	Freeze the Value, Avoid Estate Tax,
12/18/2008	Give the Appreciation; Keep the Income
12/4/2008	Welcome to the Bank of Mom and Dad
11/13/2008	Helping Clients Take Advantage of a Down Market
10/30/2008	Protecting Clients from a Bank Failure
10/16/2008	Ohio Treasurer Recommends Living Trusts
10/2/2008	General George Patton on Planning
9/18/2008	Can An Estate Rescind A Life Only Annuity?
9/4/2008	We Buried The Lead!
8/21/2008	Tax Proposals of the Presidential Candidates
8/7/2008	Single Member Limited Liability Company
7/24/2008	Simple Will Causes Family Business a Complex
7/10/2008	Tax Payer Victory Provides Insight and Roadmap
6/26/2008	To live or not live... the Schiavo Question
6/12/2008	The End of the Ultimate Estate Plan?
5/29/2008	Finding the best and worst 529 plans.
5/15/2008	An interesting study that can save your life.
5/1/2008	Love and money: the ingredients for a happy life.
4/17/2008	The Negative Inheritance: A potential financial blind spot.
4/3/2008	What will happen to the estate tax in 2010?
3/20/2008	Three Common Estate Planning Mistakes
3/6/2008	Part Two of a Simple and Clear Explaination of the Subject of Trusts
2/21/2008	Part One of a Simple and Clear Explanation of the subject of trusts
2/7/2008	Working With Clients In Slow Economy- Part II
1/24/2008	Working With Clients In Slow Economy- Part I
1/10/2008	2008 Marketing Suggestions
12/27/2007	Develop a marketing plan for 2008
12/13/2007	Help for Missing the Sub S Election Deadline.
11/29/2007	IRA Charitable gift donation Expires at Year's End
11/15/2007	Estate Planning for Art and other Collectibles
11/1/2007	You Can Take it With You: Tips for a Mobile Office
10/18/2007	Understanding Postnuptial Agreements
10/4/2007	Understanding Prenuptial Agreements
9/20/2007	Pay Attention to Beneficiary Designations
9/6/2007	How to avoid financial disaster for blended families
8/23/2007	IRS Provides List of Frivolous Tax Claims
8/9/2007	An Important Ruling Regarding Section 1035 Exchanges
7/26/2007	The Best Guardian May Be the "Least Evil" Choice
7/12/2007	Don't wait until 2010 to create an estate plan
6/28/2007	Marketing strategy to build business during the summer slowdown
6/14/2007	A New Wave of Interest in Nonprofits
5/31/2007	Dealing with Stress
5/17/2007	Compelling opportunity: Donate to charity directly via IRA
5/3/2007	Learning the Medicaid Rules
4/19/2007	Estate planning lessons learned from Anna Nicole Smith
4/5/2007	A new market: recently divorced baby boomers
3/22/2007	Tapping a new market:: Unmarried Couples.
3/8/2007	The Earnhardt family's power struggle
2/22/2007	Workshops to heal family money problems
2/8/2007	Estate planning tips for parents of adult children
1/25/2007	Estate planning tips for parents of young children
1/18/2007	Marketing Tips for 2007
1/11/2007	New Year's Resolutions: Never Too Late
12/14/2006	Tax Break for Inherited 401(k)s in 2007
11/30/2006	Tips to reap rewards from innovative business practices.
11/16/2006	A new "phishing" scheme targets taxpayers
11/2/2006	The IRS to cut 157 estate tax lawyers
10/19/2006	Second smartest thing to do with an inherited IRA
10/6/2006	A very valuable estate planning strategy for blended families
10/5/2006	A very valuable estate planning strategy for blended families
9/21/2006	How to make positive impressions on clients
9/7/2006	Convert traditional IRA to Roth regardless of income
8/24/2006	Three common estate planning mistakes
8/10/2006	Suspicious tax shelters are trapping the wealthy
7/27/2006	Handling emotional aspects of estate planning
7/13/2006	Good odds for taxpayers who appeal IRS audits
6/30/2006	Spitzer Takes a Swing at H&R Block
6/15/2006	Are your charitable donations being properly allocated?
6/1/2006	Prepaid variable forward strategy under scrutiny by IRS
5/18/2006	Learn how to manage clutter
5/4/2006	Penalty-free withdrawals and 401(k)s
4/20/2006	New changes in Medicaid Eligibility, Part Three
4/6/2006	New changes in Medicaid eligibility, Part Two
3/23/2006	New changes in Medicaid Eligibility, Part One
3/9/2006	Eight tips for growing your business in the New Year
2/23/2006	Court the loyalty of successor owners through irrevocable trusts
2/9/2006	How to avoid financial disaster for blended families