Site Map
Main Menu
- Home
- Services
- Clients
- Client Events
- Downloads
- Wealth Advisor
- Highlights of the New Estate Tax Legislation | The Wealth Advisor | Volume 5, Issue 1
- Estate Planning You Can...and Should...Do In 2010 | The Wealth Advisor | Volume 4, Issue 2
- No Estate Tax in 2010: What Does this Mean to You? | The Wealth Advisor | Volume 4, Issue 1
- Don't Make the Same Mistakes You've Seen in the Headlines | Wealth Advisor | Fall 2009
- When Is It Time to "Service" Your Estate Plan?
- Planning for Disability
- New Law Creates Exciting Planning Opportunities
- Understanding the Significance of Trusts
- Planning for Pets
- New FDIC Rules: Are You Protected?
- Planning for the New "Zero Percent" Tax Bracket
- "Portability" of the Federal Estate
- Planning You Should Consider Now
- Understanding the New Economic Stimulus Law: How Does It Impact You?
- Planning for Life
- Firm Updates
- Colleagues
- Events
- Wealth Counselor
- Planning Opportunities Under 2010 Tax Act | Wealth Counselor | Volume 6, Issue 2
- Highlights of the New Estate, Gift and Generation-Skipping Tax Legislation | Wealth Counselor | Volume 6, Issue 1
- The Continuing Significance of Non-Qualified Deferred Compensation | Wealth Counselor | Volume 5, Issue 4
- Motivating Clients to Plan Now: Taking Advantage of Low Interest Rates and More | Wealth Counselor | Volume 5, Issue 3
- The 2010 Basis "Step-Up" Rules | Wealth Counselor | Volume 5, Issue 2
- Planning After "Repeal" of the Federal Estate Tax | Wealth Counselor | Volume 5, Issue 1
- Asset Protecting Inherited IRAs | Wealth Counselor | Volume 4, Issue 12
- Charitable Lead Trusts | Wealth Counselor | Volume 4, Issue 11
- An Introduction to Planning for Doctors | Wealth Counselor | Volume 4, Issue 10
- GRATs vs. Sales to Grantor Trusts
- The Continuing Relevance of ILITs
- Paying for Large Insurance Premiums
- The IRS' 2009 "Dirty Dozen"
- Understanding Education Savings Vehicles V4I5
- Individual and Small-Business Tax Benefits in the Stimulus Package
- Solidifying the Adviser Relationship through Creative Trust Planning
- The Bear Market's Impact on Safe Retirement Withdrawal Rates
- New Opportunities Under the Worker, Retiree, and Employer Recovery Act of 2008
- Year-End Planning Opportunities: More Than You Might Expect
- New FDIC Insurance Rules and Limits: Are Your Clients Fully Protected?
- Final Expense Trusts
- Captive Insurance Companies - Creating Current & Recurring Revenue
- Section 1035 - Tax-Free Exchange of Life Insurance Policies
- Practical Applications of Non-Qualified Deferred Compensation
- Income Tax Planning
- Planning for Unmarried Couples
- Planning for Long-Term Care
- Planning for the New "Zero Percent" Tax Bracket
- Exciting New Developments in Buy-Sell Planning
- Opportunities with Planning for Pets
- New Planning Opportunities with Non-Spouse Rollovers
- Simplifying the Taxation of Trusts
- Understanding the Significance of Trusts
- Understanding the Opportunities with Aid & Attendance Benefits
- Life Settlements: Understanding the Opportunity for Your Clients
- Understanding Medicaid Planning Opportunities - For Your Clients and You
- Planning for Disability
- Planning for Tax-Qualified Plans
- Policy Reviews of Trust Owned Life Insurance (TOLI)
- 10 Tips for Helping Families with Special Needs
- The Continuing Need for Life Insurance
- Understanding Education Savings Vehicles
- 529 Plan Benefits Made Permanent by the Pension Protection Act
- The Pension Protection Act:
- Elder Counselor
- About the Firm
- Articles
- Trusts
- Young Person's Trust
- Charitable Lead Trust
- Family Bank Trust
- Grantor Retained Annuity Trust
- Stand-Alone Educational Trust
- Irrevocable Grantor Trust
- Alaska Community Property Trust
- Boosting the Benefits to Your Family - Lifetime Trusts and Multi-Generation Planning
- Charitable Remainder Trust
- Life Insurance Trust
- Inheritance Trust
- Qualified Personal Residence Trust
- Stand-Alone Trust for Tax-Qualified Plans
- Special Needs Trust
- Domestic Self-Settled Asset Protection Trust
- Revocable Living Trusts and Ancillary Documents
- Spousal Gift Trust
- Trust Basics
- Estate Law
- Annuities
- The Private Family Foundation
- Life Insurance
- Single Member LLC
- Your Durable Power of Attorney
- Why Plan Your Estate?
- Estate Planning: An overlooked Lifesaver
- Long-Term Care Insurance
- Family Limited Liability Company
- Lifetime Gifting Program
- A Values-Based Approach to Preserving a Family Legacy - Part III
- A Values-Based Approach to Preserving a Family Legacy - Part II
- A Values-Based Approach to Preserving a Family Legacy - Part I
- 12 Tips For Choosing A Guardian For Your Children
- Probate Process
- Estate Planning for Your Pets
- Everyone You Care About & Everything You Own
- The Six Most Common Estate Planning Myths
- Elder Law
- Home Health Agency Care
- Hidden Government Program Pays the Cost of Home Care
- Caregiving Stress -- Hazardous to Your Health and Sometimes Deadly
- The Problem with Government Long Term Care
- The Best Health Care System in America
- One-Stop Shop Solution for Long Term Care Problems
- Caregiver Burnout - Adult Day Care Services to the Rescue
- Medical Care at the End-of-Life
- VA Gives Veterans Money to Pay for Elder Care Services at Home
- Elder Mediation Resolves Family Conflicts
- The Bias of Medical Care Providers towards Aging
- Medicaid Planning
- Veterans Long Term Care Benefits
- Reverse Mortgage Loans
- The 4 Steps of Long Term Care Planning
- Medicaid Rules for Long Term Care
- Using a Professional Care Manager
- Long Term Care Insurance
- Insuring Your Retirement Funds
- Fact Sheet -- Understanding the Veterans Pension Benefit
- Hospice Care Rules
- The Long Term Care Crisis for the Elderly
- Holiday Blues - Depression in the Elderly
- Misconceptions about Government Long Term Care
- Using a Consultant for Veterans Aid and Attendance Pension Benefit
- Medicare Advantage Plans
- Trusts
- Blogs
- Derek's Tax Blog
- Revisiting the By-Pass Trust
- Temporary–Tax Relief Act Passes House
- House Will Vote on Tax Bill Tonight
- House Will Vote on Change to Estate Tax Provision
- Senate Approves Tax Bill, Sends to House
- Liberals Giving Up Tax Fight
- Huge Senate Majority Votes on Tax Bill
- Senate Votes to End Debate on Tax-Cut Bill
- House Democrats Vote to Defy Obama on Tax Cuts
- Estate Tax Deal for Two Years: 35% Tax Rate And $5 Million Exemption
- Tricky - Tax Proposal Clouds Year-End Gifts
- No Consensus from Deficit Commission
- If You Want To Join Wesley Snipes In Prison, Try These Tax Moves
- Senate Tax Bill Includes Estate Tax
- How To Do Estate Planning On The Cheap – Revisited
- Look Ahead to the Estate Tax Debate
- Historic Estate Tax Exemption Chart
- Poll Suggests American’s Favor Repeal or Higher Estate Tax Exemptions
- Last Chance for Estate Tax Seminar
- Five Biggest Estates Exempt From Estate Tax in 2010
- Estate Tax as Campaign Issue
- George Steinbrenner - 4th Billionaire to Die in 2010
- New Bill Includes A 65% Tax Rate
- Small Business Loans and Estate Tax
- Are Higher Taxes in Your Future
- My First TV Appearance
- That 2009 Feeling
- Americans for a Fair Estate Tax
- Washington State Considering Doubling its Estate Tax
- Jobs Bill Does Not Include Estate Tax Fix
- Pre-Pay Estate Tax
- The President's 2011 Budget and Groundhog's Day
- Will We Get a Two Year Extention?
- Estate Tax not Included with Extenders
- 2010 Buzz: Retroactive Extension
- Senate Extension of Estate Tax Blocked
- They Said it Couldn't Happen
- Love of EGTRRA
- Tax Breaks Heading House Floor
- No Permanent Estate Tax Bill This Year
- Another Estate Tax Delay
- Estate Tax helps Buffett
- Hidden Tax Issues for Everything But Marriage
- Support for McDermott Bill Growing
- Don't Forget State Death Taxes
- Estate Tax Bill Next Week?
- Tax Reform Linked to Health Care Reform
- Don't Plan on Dying in 2010
- Estate Tax - No News is not Good News
- A Lot of Estate Tax Static
- Another Estate Tax Increase
- Pay-as-You-Go aka PAYGO
- Analysis of McDermott Estate Tax Bill
- Update: New Estate Tax Bill
- New Estate Tax Bill
- Washington Disconnect
- New Estate Tax Study
- Blue Dog vs Red Dog
- Defective But Effective
- Battle Lines
- Estate Tax Drama!
- Assumed & Indexed
- The Estate Tax & the President’s Budget
- Tax of the Union
- Hint of Inflation
- Those are fighting words!
- Estate Tax Bill Submitted to House Ways and Means Committee
- Obama’s First Tax Increase
- Welcome to 2009
- Cuts or Increases
- Cancelling the Repeal
- Change is Coming!
- Huge Federal Deficit
- Current Law
- Derek's Q&A
- Derek's Tax Blog