Estate Planning resources

Law Firm Resources

Brochure - Revocable Living Trusts

Family Values, Vision and Planning

Click for a one page synopsis of The Law Offices of Michael J. Wittick.

Reasons to select The Law Office of Michael J. Wittick

Newsletters For Advisors

The Pension Protection Act: New Opportunities for Retirement Planning
Year-End Planning Opportunities: More Than You Might Expect
New FDIC Insurance Rules and Limits: Are Your Clients Fully Protected?
Final Expense Trusts
Captive Insurance Companies - Creating Current & Recurring Revenue
Practical Applications of Non-Qualified Deferred Compensation
Income Tax Planning
Planning for Long-Term Care
Planning for Unmarried Couples
Planning for the New "Zero Percent" Tax Bracket
Exciting New Developments in Buy-Sell Planning
Opportunities with Planning for Pets
New Planning Opportunities with Non-Spouse Rollovers
Simplifying the Taxation of Trusts
Understanding the Significance of Trusts
Understanding the Opportunities with Aid & Attendance Benefits
Life Settlements: Understanding the Opportunity for Your Clients
Understanding Medicaid Planning Opportunities For Your Clients and You
Planning for Disability
Planning for Tax-Qualified Plans
Policy Reviews of Trust Owned Life Insurance (TOLI)
10 Tips for Helping Families with Special Needs
The Continuing Need for Life Insurance
Understanding Educational Savings Vehicles
529 Plan Benefits Made Permanent by the Pension Protection Act
The Pension Protection Act: New Opportunities for Retirement Planning

Newsletters For Clients

Planning You Should Consider Now
New FDIC Rules: Are You Protected ?
Ten Dollars Worth of Flowers Portability of the Federal Estate Tax Exemption - What does it Mean?
Planning for the New Zero Percent Tax Bracket The Need for Life Insurance
Planning for Pets
Understanding the Significance of Trusts
New Law Creates Exciting Planning Opportunities

Links

Providing knowledge and tools to the estate planning community
WealthCounsel.LLC

Long Term Care Insurance Quotes and Research
www.longtermcareinsurance.org
www.prepsmart.com

To find a financial planner or insurance professional
www.fpaocc.org
www.naifaoc.org

System for CPAs, Financial Planners, attorneys and fiduciaries to provide better planning for clients
www.advisorsforum.com

Asset Protection in California
www.assetprotectionbook.com/s2_asset_protection_state_california.htm

Medi-Cal Planning Research
www.canhr.org/medcal/index.html