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Planning for Advanced Asset Protection
The Wealth Counselor: Volume 7, Issue 6

Understanding Practice/Business Transition Planning
The Wealth Counselor: Volume 7, Issue 5

Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making
The Wealth Counselor: Volume 7, Issue 4

Paying for College
The Wealth Counselor: Volume 7, Issue 2

Retirement Planning: Coordinating with the Client’s Overall Planning Object
The Wealth Counselor: Volume 6, Issue 12

Asset Protection Planning – Teamwork Is Required for Success
The Wealth Counselor: Volume 6, Issue 11

Trustee Selection for Irrevocable Trusts
The WealthCounselor: Volume 6, Issue 10

Working with Charities for Fun and Profit
The Wealth Counselor: Volume 6, Issue 6

Harnessing the Power of Trusts to Help Your Clients and Grow Your Practice
The Wealth Counselor: Volume 6, Issue 5

Using a Limited Liability Company (LLC) to Transfer a Family Business
The Wealth Counselor: Volume 6, Issue 4

Planning with the $5 Million Gift Tax Exemption
The WealthCounselor: Volume 6, Issue 3

Planning Opportunities Under 2010 Tax Act
The Wealth Counselor: Volume 6, Issue 2

Highlights of the New Estate, Gift and Generation-Skipping Tax Legislation
The Wealth Counselor: Volume 6, Issue 1

The State of the Federal Estate Tax
The Wealth Counselor: Volume 5, Issue 12

Transferring a Business to Key Employees
The Wealth Counselor: Volume 5, Issue 11

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Waypoint Estate and Business Planning assists clients in the greater Chicago area including Lincolnshire, Mundelein, Vernon Hills, Lake Bluff, Grayslake, North Chicago, Lake Forest. Gurnee, Libertyville, Long Grove, Lake Zurich, Buffalo Grove, Northbrook, Deerfield, Glenview, Naperville, Wheaton, Yorkville, Algonquin, Huntley, Crystal Lake, Winnetka, Hawthorn Woods, Wilmette, Skokie, Wauconda and Wadsworth in Lake County, Cook County, DuPage County and McHenry County, Illinois.



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| Phone: 847-276-2640

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