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Newsletters

As part of Swendson/Fey Law Ltd.’s mission to help people protect their families and grow their businesses, Swendson/Fey Law Ltd. offers a monthly newsletter to our clients, friends and strategic partners to address current issues and developments in the law.  The following is the archive of our past issues.  If you would like to receive future editions, please contact us.

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2009 Newsletters

 

The Wealth Counselor

 

 

A monthly newsletter for wealth planning professionals

The Wealth Counselor V4-12 (pdf)
Asset Protecting Inherited IRAs

The Wealth Counselor V4-11 (pdf)
Charitable Lead Trusts

The Wealth Counselor V4-10 (pdf)
Introduction to Planning for Doctors

The Wealth Counselor V4-9 (pdf)
GRATs vs. Sales to Grantor Trusts

The Wealth Counselor V4-8 (pdf)
The Continuing Relevance of ILITs

The Wealth Counselor V4-7 (pdf)
Paying for Large Insurance Premimums

The Wealth Counselor V4-6 (pdf)
The IRS' 2009 "Dirty Dozen"

The Wealth Counselor V4-5 (pdf)
Understanding Education Savings Vehicles

The Wealth Counselor V4-4 (pdf)
Individual and Small-Business Tax Benefits in the Stimulus Package

The Wealth Counselor V4-3 (pdf)
Solidifying the Advisor Relationship Through Creative Trust Planning

The Wealth Counselor V4-2 (pdf)
The Bear Market's Impact on Safe Retirement Withdrawal Rates

The Wealth Counselor V4-1 (pdf)
New Opportunities Under the Worker, Retiree, and Employer Recovery Act of 2008