Newsletters for Professionals

Wealth Counselor - The Superior Alternative to I Love You Wills
February 2017

Wealth Counselor - Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs
February 2017

Wealth Counselor - Talking To Your Clients About Estate Planning In The New Year
January 2017

Wealth Counselor - Preparing for a New Administration
December 2016

Wealth Counselor - How and Why Life Insurance Still Matters in Estate Planning
November 2016

Wealth Counselor - Help Your Clients Save at Tax Time
October 2016

Wealth Counselor - How to Overcome the Challenges of Legacy Planning that Plague Blended Families
September 2016

Wealth Counselor - 8 Red Flags That Your Clients' Estate Plans Are Out of Whack
July 2016

Wealth Counselor - Three Tools Your Clients Can Use to Save For Skyrocketing College Expenses
June 2016

Wealth Counselor - The Perils of Outright Distributions and Gifts
May 2016

Wealth Counselor - Out of Date and In Need of Immediate Overhaul
March, 2016

Wealth Counselor - Just When You Thought an Irrevocable Trust Couldn't Be Changed: 5 Ways to Modify an Irrevocable Trust
February, 2016

Wealth Counselor - How to Help your Clients avoid Probate
January, 2016

Wealth Counselor - Is There an Income Tax Time Bomb Lurking in Your Client
December, 2015 

Wealth Counselor -Don't Miss Out on These Year-End Tax Planning Strategies
November 2015 

Wealth Counselor - The Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy
October 2015 

Wealth Counselor - What's Hot in Estate Planning Right Now May Surprise You
September 2015

Wealth Counselor: How Will the 2015 Supreme Court Decision Affect Your Clients
July 2015

Wealth Counselor - The Shocking Truth About Asset Protection Planning
June 2015

Wealth Counselor - Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
May 2015

Wealth Counselor - Three Liability Planning Tips for Physicians
April, 2015 

Wealth Counselor - How Clients Can Easily Integrate Asset Protection Trusts into Their Estate Plans
March 2015 

Wealth Counselor - It’s Not Just Death and Taxes: Clients Need an Incapacity Plan that Works When It’s Needed
February, 2015 

Wealth Counselor - Five Ways to Make Trusts More Flexible
January, 2015

Wealth Counselor - How to Help Clients Avoid a Disastrous Will or Trust Contest
December, 2014

Wealth Counselor - How to Become a Multigenerational, Purpose-Driven Advisor
November, 2014

Wealth Counselor - Strategies for Reducing Income that Individuals and Trustees Can Use Now
October, 2014

Wealth Counselor - Seven Trust-Based Asset Protections Strategies for Your Clients
September, 2014

Wealth Counselor - Asset Protection Planning for the Modern Client
August 2014

Wealth Counselor - How to Protect Inherited IRAs After the Clark v. Rameker Decision
July 2014

Wealth Counselor - How to Avoid a Basis Management Disaster
June, 2014

Wealth Counselor - Portability and Married Couples: No Downside
May, 2014

Wealth Counselor - These Four Childfree Prospect Tips Will Grow Your Business - And They're Not What You Think
April 2014

Wealth Counselor - Three Key Strategies for Helping Clients Navigate Aging Plans
February 2014

Wealth Counselor - Building Creative and Flexible Wealth for Your Clients in 2014
January 2014

Wealth Counselor - Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar
December 2013

Wealth Counselor - Trusts Solve Client Needs and Add Value to Wealth Plans
November 2013

Wealth Counselor – Identifying Hidden Financial Risks Creates Sales Demand
October 2013

Wealth Counselor - Planning for Blended Families - Part II
September, 2013

Wealth Counselor - Planning for Blended Families
August, 2013

Wealth Counselor - Including Life Expectancy and Health Care Costs in
Retirement Planning

July, 2013

Wealth Counselor - Why Estate Planning Is Still Important
June, 2013

Wealth Counselor - Income Tax Planning:  What Estate Planners Need to Know
May, 2013

Wealth Counselor - Income Tax Planning with Alaska Community Property Trust
April 2013

Wealth Counselor - Using Trusts to Protect Inherited IRAs
March, 2013

Wealth Counselor - What the New Tax Law Means to You and Your Clients
February, 2013

Wealth Counselor - Don't Let the Tax Tail Wag the Dog: Client Concerns, Not the Estate Tax, Should Drive Estate Planning
January, 2013

Wealth Counselor - Year-End Tax Planning in 2012
December, 2012

Wealth Counselor - Uncovering Charitable Planning Opportunities
November, 2012

Wealth Counselor - How to Talk to Prospective Clients about Estate Planning
October, 2012

Attorney Lindsey Warren Duvall assists clients throughout Anne Arundel County and Prince Georges County, including but not limited to Annapolis, Davidsonville, Gambrills, Crofton, Severna Park, Crownsville, South River, Millersville, Waugh Chapel, Odenton, Piney Orchard, Severn, Upper Marlboro, Bowie, Glenndale, Galesville, Gibson Island, Arundel Mills, Columbia, Edgewater, Deale, Harwood, Lothian, Churchton, Shady Side, Cape St. Claire, Broadneck, Arnold, Jessup, Laurel, Linthicum, Mitchellville, Pasadena, and Lake Shore, MD.

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166 Defense Highway, Suite 303, Annapolis, MD 21401
| Phone: 410-721-1660

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