Advisor Newsletter Archive
Summer/Fall 2018 - Heritage Planner Professional Newsletter (PDF)
Winter/Spring 2018 - Heritage Planner Professional Newsletter (PDF)
Summer/Fall 2017 - Plotting the Course: Keeping Your Clients' Estate Plans on Track(PDF)
Summer/Fall 2016 - The Art and Science of Blended Gifts(PDF)
Spring 2016 - Case Studies On Tax and Gift Planning (PDF)
Summer/Fall 2015 - Leading Questions (and Answers): The Role of the Lead Trust in Charitable Planning (PDF)
Spring 2014 - Where the Money Is. (PDF)
Summer 2013 - One Hit Wonders The Unique Charitable Gift. (PDF)
Winter 2013 - What Advisors Should Know About Charitable Organizations? (PDF)
Fall 2012 - What Is the Right Asset to Give to Charity? (PDF)
Summer 2012 - How to Get a Chicken Across the River: A Wealth Replacement Riddle (PDF)
Summer 2011 - A Comparison of Charitable Gift Annuities and Charitable Remainder Trusts (PDF)
Spring 2011 - The Tax Relief Act of 2010 (PDF)
Spring 2010 - Valuation and Substantiation of Charitable Contributions: An Overview (PDF)
Winter 2010 - The Key Role of The Trustee of a Charitable Remainder Trust (PDF)
Summer 2009 - Life Income Gift Plans and Saving for Retirement (PDF)
Spring 2009 - Planned Giving in Difficult Economic Times.pdf (PDF)
Winter 2009 - How a Low AFR Affects Charitable Giving (PDF)