Wealthcare ^SM Discussion - Speech Topics:  

For companies, social or professional groups, we offer a series of educational presentations, seminars and workshops on various subjects related to WealthCare^SM planning including, but not limited to, the following:  

• Domestic vs. International Estate Planning - Opportunities
• Threats to Your Wealth - Having Wealth is One Thing, Keeping It is Another
• Wealth Transfer Taxes - Legal Strategies to Minimize and Avoid Them
• Protecting Your Assets From ...? - Myths and realities of Asset Protection Planning
• The Jumbo IRA - Blessing or Curse. Integrating Retirement Plan and IRA Benefits Into Your Wealth Transfer Planning
• How a Family Foundation Can Benefit a Wealthy Family
• WealthCare^SM for Women
• Dealing With the IRS (Hand-to-Hand Combat 101)
• When the IRS Wants to Play Rough (Hand-to-Hand Combat 102)
• Money Managers, Brokers, Financial Planners, CPA's and Attorneys - How to Choose and Manage Them
• Creating and Managing a WealthCare^SM Team for You and Your Family
• Estate Planning Malpractice - Don't Let Someone You Care About Become a Victim
• Family Limited Partnerships - Family Control, Asset Protection, and Valuation Discounts - Too Good to Be True?
• The Small Business Owner - Unique WealthCare^SM Problems and Opportunities