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Blue Print Shows List

Blueprint for Wealth

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Date

   

Segment # and Blueprint for Wealth show segment description
   
  

 8/31/08     Segment 3: Peter Market, Market Financial Service 
 8/24/08     Segment 3: Robert Brokamp, Motley Fool.com
 8/17/08     Segment 3: Larry Fox, The Values Group
       
 8/10/08     Segment 3: Chris Versace, Agile Capital Mgmt
       
      Segment 1:Ten levels of estate planning 
      Segment 2: Qualified personal residence trust 
 8/3/08     Segment 3: Eva Neumann, ENC Marketing
      Segment 4: Audience emails 
       
      Segment 1: Covenants not to Compete 
      Segment 2: Intentionally defective grantor trusts
 7/27/08     Segment 3: Cynthia de Lorenzi, Success in the City
      Segment 4: Audience emails
       
7/6/08     Segment 1: Charitable Giving - Mission Drift 
      Segment 2: Golden Parachutes
      Segment 3: David Eisner: Dataprise 
      Segment 4: Audience emails 
       
6/29/08     Segment 1: Top 10 Estate Planning Myths 
      Segment 2: 12 Basic Questions on Long-Term Care Insurance 
      Segment 3: Andy Gilman: Commcore Consulting Group 
      Segment 4: Audience emails 
       
6/22/08     Segment 1: The Golden Goose  
      Segment 2: Do You Need Life Insurance? 
      Segment 3: Kristi Hedges: SheaHedges Group 
      Segment 4: Audience emails 
       
6/15/08      Segment 3: Brett Weinroth: Exclusive Resorts
       
6/8/08     Segment 1: Revocable Living Trusts 
      Segment 2: Top 11 Issues Facing Business Owneres When Structuring Buy-sell Agreements
      Segment 3: Marissa Levin: Information Experts  
      Segment 4: Audience emails 
       
6/1/08      Segment 1: So-called 529 Plans
       Segment 2: Capital Gains Taxes
       Segment 3: Julie Lenzer Kirk: Author
       Segment 4: Audience emails
       
5/25/08      Segment 1: Top 12 Life Insurance Mistakes, Part 2
       Segment 2: Top 12 Life Insurance Mistakes, Part 2 (continued)
       Segment 3: Robert Smith: iCAT Systems
       Segment 4: Audience emails
       
 5/18/08      Segment 1: Conservation Easement
       Segment 2:  Top 12 Life Insurance Mistakes
       Segment 3: Joe Young: Chesapeake Financial Settlements LLC
       Segment 4: Audience emails
       
 5/11/08      Segment 1: Trust Fund Baby
       Segment 2: 10 Common Asset Protection Mistakes
       Segment 3: Matt Anderson:  Robert W. Baird & Co.
       Segment 4: Audience emails
       
5/4/08      Segment 1: The Wealthy also pay taxes
      Segment 2: 5 Estate Tax Blunders
      Segment 3: David Wexler; Greenberg, Wexler & EIG 
      Segment 4: Audience emails 
       
4/27/08     Segment 1: Federal Estate Tax Exemption 
      Segment 2: Nonprofit Basics
      Segment 3: Rob Jolles, Author/Speaker 
      Segment 4:Audience emails 
       
4/20/08     Segment 1: 10 Probate & Estate Planning tips for 2008
      Segment 2: Life Insurance options
      Segment 3: Rob Jolles, Author/ Speaker 
      Segment 4: Audience emails 
       
 4/13/08     Segment 1:
      Segment 2: 
      Segment 3: David Bekenstein, Ameriprise Financial 
      Segment 4: Audience emails
       
 4/6/08     Segment 1: 
      Segment 2: 
      Segment 3: Scott DiGimarrino, Ameriprise Financial 
      Segment 4: Audience emails
       
3/30/08      Segment 1: Wealth Replacement Trusts 
      Segment 2: Uniform Gift to Minors 
      Segment 3:Neal Simon, Highline Wealth Mangement 
      Segment 4: Audience emails 
       
3/23/08      Segment 1: Buy Sell Agreements Part I 
      Segment 2: Buy Sell Agreements Part II 
      Segment 3:Mark Joseph, Sentinel Wealth 
      Segment 4: Audience emails
       
3/16/08      Segment 1:Creating an LLC Operating Agrmnt 
      Segment 2:Federal Taxes on Estates: 
      Segment 3:Jim Long, Venture Cross 
      Segment 4:Audience emails 
       
 3/9/08      Segment 1: Buy Sell Agreements
       Segment 2: Top 10 Wealth Transfer Mistakes
       Segment 3:Len Metheny
       Segment 4: Audience emails
       
 3/2/08     Segment 1: Incentive Trusts  
      Segment 2: Stock Options 
      Segment 3: Robert Brokamp
      Segment 4: Audience emails
       
2/24/08     Segment 1: Equity Incentives 
      Segment 2: Borrowing Against your Home 
      Segment 3:  Kristi Hedges, The Hedges Company
      Segment 4: Audience emails 
       
2/17/08     Segment 1: Grats Part 2
      Segment 2: Different ways to make Charitable Gifts
      Segment 3: Jim Beaupre, FedResults, Inc.
      Segment 4: Audience emails 
       
2/10/08     Segment 1
      Segment 2 
      Segment 3: Marc Engel, Learch Early 
      Segment 4: Audience Emails
       
2/03/08     Segment 1
      Segment 2 
      Segment 3: Marissa Levin, Information Experts 
      Segment 4: Audience Emails
       
1/27/08     Segment  1: Buy Sell Agreements 
      Segment 2: Common Asset Protection Mistakes 
      Segment 3: Andy Gilman, Commcore Consulting Group 
       Segment 4: Audience Emails
       
01/20/08     Segment 1: Incorporating Your Business, To Do's 
      Segment 2: Important Commercial Lease Terms 
      Segment 3: Peggy O'Reilly, Elder Law 
      Segment 4: Audience emails 
       
01/13/08     Segment 1: Different Kinds of Trusts 
      Segment 2: Grantor Retained Annuity Trusts
      Segment 3: Dean Makarita, Long & Foster 
      Segment 4: Audience emails
       
 01/06/08     Segment 1:Like Kind Exchanges of Real Estate
      Segment 2:Negotiating the Best Commercial Lease Terms
      Segment 3: Julie Lenzer Kirk, Author
      Segment 4: Audience emails
       
12/30/07       Segment 1:Irrevocable Life Insurance Trusts
       Segment 2:Venture Capital
       Segment 3: Mark Johannessen, SBSB
       Segment 4:Audience emails
       
12/23/07     Segment 1: 10 Best Practices of Savvy Donors
      Segment 2: Entreprenuers New Years Resolutions
      Segment 3: Julie Lenzer Kirk, Author
      Segment 4: Audience Questions 
       
12/16/07     Segment 1:Top 10 Life Insurance Mistakes
      Segment 2: Starting the Right Business 
      Segment 3: Peggy O'Reilly, Elder Law
      Segment 4: Audience Questions 
       
 12/9/07     Segment 1: Year End individual Income Tax Planning
      Segment 2: Long Term Care Insurance
      Segment 3: Bill Farmer, Jefferies Quarterdeck
      Segment 4: Audience Questions 
       
 12/2/07     Segment 1: Top 5 Ideas for Small Businesses 
      Segment 2: Charitable Gift Annuities
      Segment 3: Marcus White, Pinnacle Financial 
      Segment 4: Audience Questions 
       
11/25/07      Segment 1:Alaska's Uniqe Benefits
       Segment 2:Deleware & Nevada Corporations
       Segment 3:Joe Young, Chesapeake Financial
      Segment 4:Audience Questions
       
11/18/07      Segment 1: Weird wills & trusts
       Segment 2:Bankruptcy 2005 Act impact on Asset protection
       Segment 3:Vicki Tarallo, SensaSolutions
       Segment 4:Audience Questions
       
11/11/07      Segment 1:The Swiss Annuity
       Segment 2:Insuring your home business
       Segment 3: Jim Bruyette, SBSB Financial
       Segment 4:Audience Questions
       
11/4/07      Segment 1:How to Interview a Corporate Trustee
       Segment 2:Registering your business name
       Segment 3:Peggy O'Reilly - Elder Law
       Segment 4:Audience Questions
       
10/28/07      Segment 1:Partnerships
       Segment 2:Funerals & Funeral Prepayment plans
       Segment 3:Kathy Pherson, Pherson Associates
       Segment 4:Audience Questions
       
10/21/07      Segment 1:Ways to make Charitable Gifts
       Segment 2:Private Equity Trends
       Segment 3:Bill Bragg, Coach
       Segment 4:Audience Questions
       
 10/14/07      Segment 1:Qualified Personal Residence Trusts
       Segment 2:Minor's Trusts
       Segment 3:Carl Kumpf
       Segment 4:Audience Questions
       
 10/7/07      Segment 1:Donate Your Body
       Segment 2:Like/Kind Exchanges
       Segment 3:Karen McSteen, brandMatters
       Segment 4:Audience Questions
       
9/30/07      Segment 1:10 Steps to an easy Business Transfer
       Segment 2:Retirement planning based on tax burdens
       Segment 3:Jewel Esposito, Chaimberlan
       Segment 4:Audience Questions
       
9/23/07      Segment 1:Generation Skipping Transfer Tax
       Segment 2:Top 10 Estate Planning Techniqes
       Segment 3:Rob Jolles, Jolles & Associates
       Segment 4:Audience Questions
       
 9/16/07      Segment 1:Nondisclosure Agreements
       Segment 2:Noncompete Agreements
       Segment 3:Rob Jolles, Jolles & Associates
       Segment 4:Audience Questions
       
 9/9/07      Segment 1: Incentive Trusts
       Segment 2:Scholarship Funds - setting up one for a school
       Segment 3: Peggy O'Reilly, Esq - Elder Law
       Segment 4:Audience Questions
       
 9/2/07     Segment 1: Creating an LLC Operating Agreement
      Segment 2: Federal Taxes After You Die
      Segment 3: Roland Oliver, Monumental Venture Partners
      Segment 4: Audience Emails 
       
 8/26/07     Segment 1: Special Needs/Supplemental Needs Trust
      Segment 2: Trustee Relationship and Duties
       Segment 3: Claire Meade, Financial Advisor, Smith Barney
      Segment 4: Audience Emails 
       
 8/19/07     Segment 1: The Probate Process
      Segment 2: Guidelines for Executors and Trustees
      Segment 3: Mike Meegan, Watkins, Meegan, Drury & Co.
      Segment 4: Audience Emails 
       
 8/12/07     Segment 1:Asset Protection Rules of Engagement
      Segment 2:Legitimate Offshore Asset Protection
      Segment 3: Craig Stephanson, Valuation Services Inc.
      Segment 4:Audience Emails
       
 8/5/07     Segment 1:Types of Life Insurance
      Segment 2:Letters of Intent
       Segment 3: Randy Beeman
      Segment 4:Audience emails
       
7/29/07      Segment 1:Powers of Attorney 
      Segment 2:Estate Planning for Non Residents and Non Citizens 
      Segment 3: Paul Pagnato, Merrill Lynch
      Segment 4:Audience emails 
       
 07/22/07     Segment 1:Like Kind Exchanges of Real Estate 
      Segment 2:Negotiating the Best Commercial Lease Terms 
       Segment 3: Julie Lenzer Kirk
      Segment 4:Audience emails 
       
 07/15/07     Segment 1:Pet Trusts 
      Segment 2:Five Primary Exit Strategies for your Business  
       Segment 3: Rebecca Shambaugh, Shambaugh Leadership
      Segment 4:Audience emails 
       
07/08/07      Segment 1:Irrevocable Life Insurance Trusts
      Segment 2:Venture Capital 
       Segment 3: Mark Johannessen, SBSB
      Segment 4:Audience emails 
       
07/01/07     Segment 1:Estate planning in preparation for the sale of a business
      Segment 2:Basics of a LLC 
       Segment 3: David Wexler- Greenberg , Wexler & Eig
      Segment 4:Audience emails 
       
 6/24/07      Segment 1:Top 10 Mistakes in Buying a Business
       Segment 2: Funeral Instruction and Expenses
       Segment 3: Joe Child, Step One Mortgage
       Segment 4: Updating Estate Planning Documents
       
6/17/07     Segment 1: Temporary Guardians
      Segment 2: Family Offices
      Segment 3: Special Guest - Scott Greenberg, Greenberg, Wexler & Eig  
      Segment 4: Emails from Audience
       
6/10/07     Segment 1: Dynasty Trusts
      Segment 2: Non-Spousal Rollover
      Segment 3: Special Guest - Eva Neumann, ENC Marketing
      Segment 4: Emails from Audience
     
5/27/07     Segment 1: Playing the IRS Audit Lottery
      Segment 2: Phantom stock & Stock Appreciation Rights
      Segment 3: Special Guest - Karen McSteen, brandMatters
    Segment 4: Dying without a will 
       
5/20/07     Segment 1: Running a Business with your Spouse
      Segment 2: Business Succession Planning
      Segment 3: Special Guest - Dean Makarita, Long & Foster
      Segment 4: LLCs and Real Estate
       
05/13/07     Segment 1: Guardians & Conservators
      Segment 2: How Do Business Owners Borrow Money?
      Segment 3: Special Guest - Lisa Gercenstein, BF Saul Mortgage
      Segment 4: Prenuptual & Postnuptual Agreements
       
05/06/07     Segment 1: Writing a Business Plan
      Segment 2: Gift Tax System
      Segment 3: Special Guest - Candi Kaplan, Kaplan Financial Group
      Segment 4: Define a LLLP
       
04/29/07    

Segment 1:  Estate & gift taxes imposed on transfers of assets

      Segment 2:  529 Plans
      Segment 3: Special Guest - Paul Pagnato, First VP Investments, Merrill Lynch   
      Segment 4:  Reps and Warranties in a Contract
       
 04/22/07      Segment 1:   10 Tips for Smooth Transition after Buying a Business
      Segment 2:   Common Non-tax Estate Planning Mistakes
      Segment 3:   Julie Lenzer Kirk, Author  
      Segment 4:   Automated Help Desks
       
 04/15/07      Segment 1:   Self-Canceling Installment Notes
      Segment 2:   Trade Secrets
      Segment 3:   Jeanne O'Kelley, Senior VP, Vangent 
      Segment 4:   S Corporations
       
 04/08/07      Segment 1:   Disinheriting Relatives
      Segment 2:   10 Reasons to Honor Contracts
      Segment 3:   Neal Simon, Pres & CEO Highline Wealth Mangmnt
      Segment 4:   Email Questions on Revocable Living Trusts
       
04/1/07     Segment 1: Living Wills 
      Segment 2: Living Wills Continued 
      Segment 3: Jon Shames, Partner, E&Y LLP 
      Segment 4: Asset Protection & Powers 
       
03/25/07     Segment 1: Powers of Attorney 
      Segment 2: Fairness Opinions 
      Segment 3: Jennifer Garrett, President, People Tactics, Inc. 
      Segment 4: Offshore Asset Protection Trusts 
       
03/18/07      Segment 1: Business Advisors 
      Segment 2: Buy/Sell Agreements 
      Segment 3: Rob Jolles, President, Jolles Associates
      Segment 4: Valuing a Business 
       
03/11/07      Segment 1: Mergers & Acquisitions 
      Segment 2: Revocable Living Trusts
      Segment 3: Marc Engel, Partner, Learch, Early & Brewer 
      Segment 4: Non Qualified Stock Options 
       
03/04/07      Segment 1: Tax Law Changes 
      Segment 2: 10 Common Asset Protection Mistakes 
      Segment 3: David Eisner, President & CEO, Dataprise 
      Segment 4: Private Equity Investing 
       
02/25/07      Segment 1: 10 Common Estate Planning Mistakes 
      Segment 2: 10 Common Estate Planning Mistakes Continued 
      Segment 3: Doug Poretz, Parner, Qorvis 
      Segment 4: Business Ownership 
       
02/18/07      Segment 1: Private Foundations 
      Segment 2: Private Foundations continued 
      Segment 3: Rick Zitelman, Principal, The Zitelman Group 
      Segment 4: Blueprint-Big Ideas 
       
02/11/07     Segment 1: Stock Options 
      Segment 2: Estate Planning with Stock Opions 
      Segment 3: Peter Vidi, President, Vidi Appraisal Services, Inc. 
      Segment 4: Mergers & Acquisitions with Stock Options 
       
02/04/07      Segment 1: Introduction to Blueprint for Wealth 
      Segment 2: FLLCs & FLPs 
      Segment 3: Marissa Levin, CEO, Information Experts 
      Segment 4: Business Advisors