TEPLG Newsletters

TEPLG publishes several newsletters each month, some for clients and others for Advisors. Below you will find a list of TEPLG newsletters and publications.

The Daily Plan-It

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. Click here to read issues of The Daily Plan-It.

The Wealth Counselor

The Wealth Counselor is a once monthly electronic newsletter which for allied professionals packed with specific planning tips and actionable ideas which can be integrated into your practice immediately. The focus is on making concepts that are sometimes challenging to convey understandable for you and your clients. Learn about tax changes, estate planning techniques, business succession strategies, working with special needs families and much more. Focused and useful. Click here to read issues of The Wealth Counselor.

The ElderCounselor

The ElderCounselor is a specialty bi-monthly newsletter written for allied professionals who work closely with seniors and their families.  The needs of our aging population create many opportunities to serve seniors.  This concise resource highlights specific topics such as long term care, medical/legal interaction, estate planning concepts, Medicaid updates and the special financial needs of seniors. Click here to read issues of The ElderCounselor.

The Wealth Advisor

A practical and readable free quarterly newsletter designed to keep our clients abreast of the latest estate planning and business succession trends.  Readable and easy to digest, this newsletter will help you think about how to make your plan the best it can be. Click here to read issues of The Wealth Advisor.