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The Wealth Counselor Newsletters

Getting Your Clients Ready for 2021

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Election Update: Planning under the Biden Administration

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Clarification to November 2020 Newsletter

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Helping Couples Plan for Their Future

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Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust

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Low Interest Rate Strategies You Should Be Discussing with Your Clients

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Christmas in July: Gifting During Uncertain Times

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Helping Clients Create Positivity with Their Estate Plan

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Family Offices: Clients Want Their Own Wealth Team

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Helping Single Parents Protect Who They Love Most

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How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations

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Planning for Millennials

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Helping Those Who Help Others

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How to Help Your Client When a Loved One Dies

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Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?

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Modern Uses for Life Insurance Trusts

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Income Tax Strategies to Move Your Clients Forward

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Niche Trusts: A Chance to Collaborate

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The Revocable Living Trust: Helping Clients, Growing Your Practice

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Portability and Married Couples: A Viable Option

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Coordinate Retirement and Estate Planning For Improved Client Relationships

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Want to Connect with Your Clients? Make It Simple

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Don't Allow New Accounts to Catch Clients Unaware

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Planning for Individuals and Couples Without Children

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5 Hidden Client Risks That Demand Your Immediate Attention

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What the 2018 Midterm Election Results Mean for Estate Planning and Deepening Client Engagement

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Three Charitable Giving Solutions to Consider for Year End

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What 199A Regulations Mean for Your Clients

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Preparing Your Clients for the Rising Costs of Education

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Taking Full Advantage of the 2017 Tax Cuts and Jobs Act

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Which Asset Protection Strategies Are Right for Your Clients?

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Solve the Troubled Adult Child Beneficiary Dilemma in Three Easy Steps

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Helping Clients Plan From the Heart: Beyond Money in Estate Planning

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How Remodeling a Client Trust Can Retain Assets Under Management while Saving Clients Money

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Ready? Okay!: The Team Approach to Client Service in 2018 and Beyond

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Tax Reform: Solutions for Your Clients and Their Estate Planning

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Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans

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One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

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How to Jumpstart Your Clients’ Year-End Planning

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4 Times You Should Call an Estate Planning Attorney Right Away: Using Your Clients' Entire Financial Team Improves Results

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Tell Your Clients It's Not Too Late for a Portability Election

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Dynasty Trusts - A Planning Tool for the Masses?

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Free Your Clients From Old, Obsolete Trusts

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Trump's First 100 Days: Looking Back and Planning Ahead

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How a Community Property Trust Can Save Tens of Thousands of Dollars in Capital Gains Taxes

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Estate Planning Should Always be a Team Effort

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The Superior Alternative to “I Love You” Wills

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Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs

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Talking To Your Clients About Estate Planning In The New Year

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Preparing for a New Administration

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How and Why Life Insurance Still Matters in Estate Planning

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Help Your Clients Save at Tax Time

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How to Overcome the Challenges of Legacy Planning that Plague Blended Families

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8 Red Flags That Your Clients' Estate Plans Are Out of Whack

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Three Tools Your Clients Can Use to Save For Skyrocketing College Expenses

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The Perils of Outright Distributions and Gifts

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Out of Date and In Need of Immediate Overhaul: The Story of Many Existing Estate Plans

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Just When You Thought an Irrevocable Trust Couldn’t Be Changed: 5 Ways to Modify an Irrevocable Trust

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Revocable Trusts Are The Solution to Your Client's Needs

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How You Can Protect Inherited IRAs

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Be the Hero: How to Help Your Clients Avoid Probate

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Is There an Income Tax Time Bomb Lurking in Your Client’s Estate Plan?

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Don't Miss Out on These Year-End Tax Planning Strategies

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The Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

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What's Hot in Estate Planning Right Now May Surprise You

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How Will the 2015 Supreme Court Decisions Affect Your Clients?

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The Shocking Truth About Asset Protection Planning

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Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

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Three Liability Planning Tips for Physicians

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How Clients Can Easily Integrate Asset Protection Trusts into Their Estate Plans

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It's Not Just Death and Taxes: Clients Need an Incapacity Plan that Works When It's Needed

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Five Ways to Make Trusts More Flexible

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How to Help Clients Avoid a Disastrous Will or Trust Contest

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How to Become a Multigenerational, Purpose-Driven Advisor

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Strategies for Reducing Income that Individuals and Trustees Can Use Now

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Seven Trust-Based Asset Protections Strategies for Your Clients

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Asset Protection Planning for the Modern Client

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How to Protect Inherited IRAs After the Clark v. Rameker Decision

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How to Avoid a Basis Management Disaster

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Portability and Married Couples: No Downside

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These Four Childfree Prospect Tips Will Grow Your Business - And They're Not What You Think

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Three Key Strategies for Helping Clients Navigate Aging Plans

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Three Simple Ways to Sell Complex Solutions

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Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014

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Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar

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Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar

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Trusts Solve Client Needs and Add Value to Wealth Plans

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Identifying Hidden Financial Risks Creates Sales Demand

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Planning for Blended Families: Part II - 3-Step Counseling Strategy for Blended Families

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Planning for Blended Families: Part I - Intake Process

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Including Life Expectancy and Health Care Costs in Retirement Planning

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Why Estate Planning Is Still Important

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Income Tax Planning: What Estate Planners Need to Know

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Income Tax Planning with Alaska Community Property Trusts

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Using Trusts to Protect Inherited IRAs

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What the New Tax Law Means to You and Your Clients

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Don't Let the Tax Tail Wag the Dog: Client Concerns, Not the Estate Tax, Should Drive Estate Planning

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Year-End Tax Planning In 2012

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Uncovering Charitable Planning Opportunities

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How to Talk to Prospective Clients about Estate Planning

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Income Tax Issues When Planning for the Sale of a Closely Held Business

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Estate Planning for Disability

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Estate Planning for Business Owners

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Planning for Advanced Asset Protection

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Understanding Practice/Business Transition Planning

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Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count

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An Overview of Estate Planning

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Paying for College

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Continuum of Care: Client Update Meetings/Financial Control System

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Retirement Planning: Coordinating with the Client's Overall Planning Objectives

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Asset Protection Planning - Teamwork Is Required for Success

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Trustee Selection for Irrevocable Trusts

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Niche Trusts

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Opportunities with Planning for Pets

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New Planning Opportunities with Non-Spouse Rollovers

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Simplifying the Taxation of Trusts

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Understanding the Significance of Trusts

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Understanding the Opportunities with Aid & Attendance Benefits

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Life Settlements: Understanding the Opportunity for Your Clients

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Understanding Medicaid Planning Opportunities - For Your Clients and You

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Planning for Disability

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Planning for Tax-Qualified Plans

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Policy Reviews of Trust Owned Life Insurance (TOLI) - Why you should make it part of your standard estate planning process

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10 Tips for Helping Families with Special Needs

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The Continuing Need for Life Insurance

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Understanding Educational Savings Vehicles

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529 Plan Benefits Made Permanent by the Pension Protection Act

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The Pension Protection Act: New Opportunities for Retirement Planning

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Test

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Newsletters
  • ElderCounselor

    • An Overview of the Defense of Marriage Act Ruling
  • The Wealth Advisor

    • Getting Ready for 2021
    • Election Update: Planning under the Biden Administration
    • Clarification to November 2020 Newsletter
    • Protecting Your Significant Other's Future
    • Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
    • View More
  • The Wealth Counselor

    • Getting Your Clients Ready for 2021
    • Election Update: Planning under the Biden Administration
    • Clarification to November 2020 Newsletter
    • Helping Couples Plan for Their Future
    • Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust
    • View More

Copyright © 2021 | Coultis Law, LLC

Disclaimer - The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.