Main Phone
847-367-4460
Resources for Advisors
Daily Plan-It e-Newsletter Archive
| 6/2/2011 | How to Maximize Family Privacy in Estate Planning |
| 5/19/2011 | Living Trusts Provide Protection for Potential Incapacity |
| 5/5/2011 | Living Trusts Provide Divorce Protections |
| 4/21/2011 | Beyond Taxes — Basic
Reasons Why Clients Should Consider a Living Trust |
| 4/7/2011 | Think Your Client is
Exempt from the Federal Estate Tax? Perhaps No |
| 3/24/2011 | Personal Services
Agreements Can Help Protect Assets from Nursing Home Cost |
| 3/10/2011 | New Gift Tax
Exemption Raises Some Big Questions for Business Owner |
| 2/24/2011 | Educate Your Clients
on Ways to Maximize Social Security Benefit |
| 2/10/2011 | Interesting Court
Decision Illustrates Mistake in Buy-Sell Agreement |
| 1/27/2011 | Should or Can Your
Clients Undo Large Taxable Gifts from 2010 |
| 1/13/2011 | Blame Congress: Why
Your Clients Will Have to Wait to File Those Deduction |
| 12/30/2010 | Two Years and We Do It All Again in 201 |
| 12/16/2010 | Stay Tuned: White
House Strikes Deal with GOP on Federal Estate Ta |
| 12/2/2010 | Will Suicides
Increase Among Elderly to Beat Return of the 'Death Tax? |
| 11/18/2010 | The Return of the Estate Tax Is Certain |
| 11/4/2010 | Warn Your Clients
Owing Taxes on Dangers of Hiring ‘Quick Fix’ Firm |
| 10/21/2010 | Talking to Clients about the Estate Tax |
| 10/7/2010 | Anna Nicole Smith Estate Case - Again |
| 9/23/2010 | Can’t Sell Anyone New Life Insurance? Here’s Why |
| 9/9/2010 | A New Florida Ruling that Could Affect Your Client’s Single Member LLC |
| 8/26/2010 | District Court Says S-Corp Dividends Can be Considered Taxable Wages |
| 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 |
700 Florsheim Drive, Suite 11
Libertyville, IL 60048
Phone (847)367-4460
FAX (847)367-0090
©2007 Estate & Business Law Group, P.C.