Business Resources

Position papers for the individual or closely held business owner:

• Life Insurance: How Much You Really Need
• Small Business Planning, Ensuring the Continuation of Your Business
• How Do You Protect Your Business Against the Loss of a Key Employee
• Business Estate Planning, How to Preserve Your Life’s Work
• Nonqualified Salary Continuation Plans, A Powerful Fringe Benefit for Key Employees
• Succession Planning for the Family Business Is Critical, But Not Always Easy
• Facts About Passing Along the Family Business
• Executive Bonus Plans, Rewarding Key Employees with Life Insurance Paid for with Deductible Corporate Dollars
• A Blueprint to Success

Personal Resources

Person planning materials:

• The Wait-And-See Trust, A Flexible Estate Planning Alternative
• A Closer Look at Financial Strategy (The First in a Series of Reports Focusing on Comprehensive Financial Strategy)
• A Closer Look at Financial Strategy (The Second in a Series of Reports Focusing on Comprehensive Financial Strategy)
• A Closer Look at Financial Strategy (The Third in a Series of Reports Focusing on Comprehensive Financial Strategy)
• A Closer Look at Financial Strategy (The Fourth in a Series of Reports Focusing on Comprehensive Financial Strategy)
• Annual Exclusion “Gifts” Make Economic Sense any Time of the Year
• Basic Gifting Techniques
• Make a Difference with Charitable Giving
• Developing a College Savings Plan Shouldn’t Require a PHD
• Demand for Life Insurance on the Rise, Nearly Half of Americans Believe They Need More Life Insurance

Physician Resources

We have designed a lecture series specifically to address the challenges physicians face as they move from residency into private practice.

• Practice Management Curriculum

Advanced Planning Library

Resources for our professional partners:

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