Marc Carlson | January 30, 2013 Planning for the possibility of disability is probably the most overlooked part of estate planning. While many people will give serious consideration to estate [...]
Marc Carlson | January 22, 2013 When a closely held business is a significant part of a client’s estate, as is often the case, business succession planning becomes an important part of the [...]
Marc Carlson | January 9, 2013 Helping clients build, manage and protect their wealth is the goal of each member of the advisory team—financial/investment advisors, CPAs, attorneys and insurance [...]
Marc Carlson | January 2, 2013 Choice of a charitable planning technique is mostly driven by the type of client and asset involved. Therefore, in this issue of The Wealth Counselor, we will focus [...]