Newsletters
Lincoln Financial Advisors is now Osaic Wealth, Inc. Any reference to Lincoln Financial within these files should be disregarded.
- Key Employee Life and Disability Insurance
- Selecting a Trustee
- How to Make the Tax Code Work for You
- Estate Management Checklist
- A Primer on Irrevocable Life Insurance Trust
- Intellectual Property Rocks In a New Digital Era
- Understanding Extended Care
- Three Estate Challenges For Blended Families
- Building Your Legacy
- Put It In a Letter
- What Is A 1035 Exchange
- White Elephant Inheritance
- Intellectual Property and Your Estate
- Protecting Your Business From the Loss of a Key Person
- When Heirs Have Challenges
- Steps to Protecting a Child with Disabilities
- Insuring Your Business with a Buy Sell Agreement
- One Big Beautiful Bill Act ~ Summary of Key Changes
- Life Insurance Tax Advantages - Things to Consider
- Caring For Your Aging Parents
- Selecting A Trustee
- 2024-2025 Tax Guide
- Checklist To Identify Coordination Gaps 2025
- Year End Gifting
- Net Unrealized Appreciation - Things To Consider
- The Estate & Gift Tax Exemption - Breaking Down the Upcoming Sunset
- Self Directed IRAs ~ Things To Consider
- Understanding Life Insurance
- 2024 Year End Client Tax Letter
- Property Ownership Issues That Concern Married Couples
- 2025 Social Security Changes
- Deferred Annuities- Things To Consider
- Charity as Beneficiary of Traditional IRA or Retirement Plan
- Key 2025 figures for transfer tax and foreign Items as calculated by Thomson Reuters Checkpoint based on inflation data
- Estate Planning Issues that Concern Unmarried Couples
- Special Needs Trusts
- The Sunset in Current Tax Rules - Things To Consider
- Determining The Value of Your Business
- The Probate Process ~ Things To Consider
- Avoid Guardianship with A Durable Power of Attorney
- The IRS Issues Secure Act Final Regulations Regarding RMDs from Inherited Qualified Plan Accounts and IRAs
- Conducting A Periodic Review of Your Estate Plan
- Make Sure Your Beneficiary Designations Match Your Estate Plan
- Don't Forget to Fund Your Revocable Trust
- 11 Reasons You Need to Create an Estate Plan
- The Supreme Court Unanimously Holds that Life Insurance Policy Proceeds Utilized By a Corporation to Redeem a Decedent Shareholder's Stock are a Corporate Asset for Federal Estate Tax Purposes
- Blended Families: A Trust is A Must
- Qualified Charitable Distributions- Things To Consider
- The 6 Biggest Estate Planning Mistakes
- 7 Things To Know About Living Wills
- Reasons For Offering Policy Reviews To Clients
- The Transfer For Value Rule - Things To Consider
- Notice 2024-35 Provides Relief with Respect to Certain Required Minimum Distributions (RMDs) That Are Not Made in 2024
- LIfetime Giving Client Guide
- Managing Estate Taxes With an ILIT
- Protect & Grow Your Business
- The Ins & Outs of Policy Ownership
- Life Insurance and Charitable Giving
- State Income Taxes ~ Things To Consider
- Transferring Your Family Business