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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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2012 Newsletters

 

The Wealth Counselor

 

 

A monthly newsletter for wealth planning professionals

The Wealth Counselor V7-I1 (pdf)
Continuum of Care: Client Update Meetings
- Financial Control System

The Wealth Counselor V7-I2 (pdf)
Paying for College

The Wealth Counselor V7-I3 (pdf)
An Overview of Estate Planning

The Wealth Counselor V7-I4 (pdf)
Using Advanced Irrevocable Trusts for
Income and Estate Tax Savings

The Wealth Counselor V7-I5 (pdf)
Understanding Practice/Business
Transition Planning

The Wealth Counselor V7-I6 (pdf)
Planning for Advanced Asset Protection

The Wealth Counselor V7-I7 (pdf)
Estate Planning for Business Owners

The Wealth Counselor V7-I8 (pdf)
Estate Planning for Disability

The Wealth Counselor V7-I9 (pdf)
Income tax Issues When Planning for
the Sale of a Closely Held Business

The Wealth Counselor V7-I10 (pdf)
How to Talk to Prospective Clients About
Estate Planning

The Wealth Counselor V7-I11 (pdf)
Uncovering Charitable Planning Opportunities

The Wealth Counselor V7-I12 (pdf)
Year-End Planning in 2012