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Serving the Chicagoland area
600 W. Roosevelt Road
Wheaton, IL 60187
info@TEPLG.com
T: 630.871.8778
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The Daily Plan-It - A TEPLG Newsletter
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The Daily Plan-It is a one-page e-mail newsletter that offers industry information, marketing tips, and (sometimes) simply humor to the allied professionals we work with. This easy to read summary touches on interesting rulings, legislative updates, estate planning strategies, practical solutions and warnings about potential pitfalls. Sent to you at no charge, many advisors find these quick updates invaluable in their practices.
Below you will find previous issues of The Daily Plan-It.
| 7/14/2011 | Why You MUST Use a Living Trust When Planning with Business Owners |
| 6/30/2011 |
How to Generate More Business through Business Owner Planning Reviews |
| 6/16/2011 |
Building Up Your Business During Summer's Typical Planning Slowdown |
| 6/2/2011 |
How to Maximize Family Privacy in Estate Planning for Your Clients |
| 5/19/2011 |
Living Trusts Provide Protection for Your Client's Potential Incapacity |
| 5/5/2011 |
Living Trusts provide Divorce Protections to Your Client’s Kids |
| 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 Not |
| 3/24/2011 | Personal Services Agreements Can Help Protect Assets from Nursing Home Costs |
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New Gift Tax Exemption Raises Some Big Questions for Business Owners |
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Educate Your Clients on Ways to Maximize Social Security Benefits |
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Interesting Court Decision Illustrates Mistake in Buy-Sell Agreement |
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Should or Can Your Clients Undo Large Taxable Gifts from 2010? |
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Blame Congress: Why Your Clients Will Have to Wait to File Those Deductions |
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It’s Déjà Vu All Over Again!!!! |
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Stay Tuned: White House Strikes Deal with GOP on Federal Estate Tax |
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Will Suicides Increase Among Elderly Clients to Beat the Return of the Death Tax? |
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The Return of the Estate Tax Is Certain |
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Warn Your Clients Owing Taxes on Dangers of Hiring Quick Fix Firms |
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Talking to Clients about the Estate Tax |
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Supreme Court Agrees to Rule on Anna Nicole Smith Estate Case - Again |
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Having a Hard Time Selling Life Insurance? |
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A New Florida Ruling that Could Affect Your Client’s Single Member LLC |
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District Court Says S Corp Dividends Can be Considered Taxable Wages |
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Dog Fight Ensues Over Millionaire Heiress’s Wild and Wacky Will |
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Better to Give Now vs. Making Charitable Contributions Later |
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The $4 Billion Question—How Much Can a Tycoon’s Heirs Really Expect? |
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Does Your Client’s Teen Need a Will? Help Them Plan for the Unthinkable |
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But Why Can’t I Just Use the Internet? |
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A Checklist for Helping Clients Detect and Deal with Financial Elder Abuse |
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Watch Out for Tax Traps for Foreigners |
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Help a Client’s Family Avoid Confusion in a Crisis with Proper Estate Planning |
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Interesting Long-Term Care Trend: Boomers Are Insuring Their Parents |
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Clients Still Thinking About a GRAT? Tell Them - Act Now - Before Congress Does |
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Helping Clients Assume Control of Their Aging Parents’ Finances |
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Protect Your Client’s Beneficiaries with a Creditor-Proof IRA Trust |
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Why the Federal Estate Tax’s Repeal Might Cost Your Client’s Family More |
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How Will You Handle the Estate Tax Repeal with Your Clients? |
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The Repeal is Here |
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Why Clients Should be Extra Frugal with Their Special Needs Children |
