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Mary Beth Kelly

Advisor Focused Newsletter

Trust Protectors: Are They a Good Fit for Your Client?

3/9/2021
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Helping Clients Create an Up-to-Date Inventory

2/9/2021
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Is Your Client’s Estate Plan Incapacity Proof?

1/12/2021
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Getting Your Clients Ready for 2021

12/9/2021
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Election Update: Planning under the Biden Administration

11/13/2021
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Clarification to November 2020 Newsletter

11/13/2020
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Helping Couples Plan for Their Future

10/13/2020

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Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust

09/08/2020

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Low Interest Rate Strategies You Should Be Discussing with Your Clients

08/11/2020

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Christmas in July: Gifting During Uncertain Times

07/14/2020

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Correction to June 2020 Newsletter

06/12/2020

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Time to Review Clients’ Retirement Accounts

06/09/2020

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Helping Clients Create Positivity with Their Estate Plan

05/12/2020

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Family Offices: Clients Want Their Own Wealth Team

04/14/2020

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Helping Single Parents Protect Who They Love Most

04/10/2020

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Income Tax Strategies to Move Your Clients Forward

04/10/2020

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Modern Uses for Life Insurance Trusts

04/10/2020

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Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?

04/10/2020

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How to Help Your Client When a Loved One Dies

04/10/2020

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Helping Those Who Help Others

04/10/2020

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Planning for Millennials

04/10/2020

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How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations

04/10/2020

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Niche Trusts: A Chance to Collaborate

07/09/2019

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The Revocable Living Trust: Helping Clients, Growing Your Practice

06/11/2019

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Portability and Married Couples: A Viable Option

05/14/2019

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Coordinate Retirement and Estate Planning For Improved Client Relationships

04/09/2019

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Want to Connect with Your Clients? Make It Simple

03/12/2019

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Don’t Allow New Accounts to Catch Clients Unaware

02/12/2019

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Planning for Individuals and Couples Without Children

01/08/2019

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5 Hidden Client Risks That Demand Your Immediate Attention

12/11/2018

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Three Charitable Giving Solutions to Consider for Year End

10/09/2018

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What 199A Regulations Mean for Your Clients

09/11/2018

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Preparing Your Clients for the Rising Costs of Education

08/14/2018

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Taking Full Advantage of the 2017 Tax Cuts and Jobs Act

07/10/2018

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Which Asset Protection Strategies Are Right for Your Clients?

06/12/2018

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Solve the Troubled Adult Child Beneficiary Dilemma in Three Easy Steps

05/08/2018

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Helping Clients Plan From the Heart: Beyond Money in Estate Planning

04/10/2018

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How Remodeling a Client Trust Can Retain Assets Under Management while Saving Clients Money

03/13/2018

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Ready? Okay!: The Team Approach to Client Service in 2018 and Beyond

02/13/2018

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Tax Reform: Solutions for Your Clients and Their Estate Planning

01/09/2018

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Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans

12/12/2017

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One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

11/14/2017

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How to Jumpstart Your Clients’ Year-End Planning

10/10/2017

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4 Times You Should Call an Estate Planning Attorney Right Away: Using Your Clients’ Entire Financial Team Improves Results

09/12/2017

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Tell Your Clients It’s Not Too Late for a Portability Election

08/08/2017

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Dynasty Trusts – A Planning Tool for the Masses?

07/11/2017

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Free Your Clients From Old, Obsolete Trusts

06/13/2017

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How a Community Property Trust Can Save Tens of Thousands of Dollars in Capital Gains Taxes

04/11/2017

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Estate Planning Should Always be a Team Effort

03/14/2017

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