Name *

Email *

Phone *

Question or Comments

Submit

Subscribe via RSS Previous Posts TAXES—The Tax Magazine®: The Mathematics of Harvesting Losses and Gains Out of the Ashes: CPA Robert Keebler is Leading Keebler & Associates LLP to the Cutting Edge of Tax and Estate Planning Steve Oshins & the Hybrid Domestic Asset Protection Trust Estate Planning for the Blended Family: The Intersection of the Head and the Heart Strengthening Your Brand with CPAs LISI.com - Practice Pointers on the Core Concern of Blended Family Estate Planning: Joint or Separate Representation Autism Awareness Month: Special Planning for the Future with Autistic Children IRS’ 5 Tax Tips for Newlyweds, Divorcees New Book Helps You Plan for and Protect Your Assets 8 Habits of Highly Productive People Blog Categories Administrative Staff Advanced Estate Planning Announcements Asset Protection Continuing Education CPAs Current Events Elder Law Estate Planning Attorneys Financial Advisors Financial Planning Heckerling Institute Income Tax Planning IRA Planning Irrevocable Life Insurance Trusts Legal Document Forms Leimberg Information Services Life Insurance Agents Life Insurance Planning Marketing Marty Shenkman Medicaid Planning News Releases Paralegals Paul Hood Practice-Building Products Professional Services Referral Relationships Retirement Benefit Planning Robert Keebler Roth IRAs Seminar Marketing Speaking Engagements Special Needs Planning Steve Oshins Teleconferences Wealth Strategies Journal Blog Links Archived Posts 2012 May TAXES—The Tax Magazine®: The Mathematics of Harvesting Losses and Gains Out of the Ashes: CPA Robert Keebler is Leading Keebler & Associates LLP to the Cutting Edge of Tax and Estate Planning Steve Oshins & the Hybrid Domestic Asset Protection Trust Estate Planning for the Blended Family: The Intersection of the Head and the Heart Strengthening Your Brand with CPAs April LISI.com - Practice Pointers on the Core Concern of Blended Family Estate Planning: Joint or Separate Representation Autism Awareness Month: Special Planning for the Future with Autistic Children IRS’ 5 Tax Tips for Newlyweds, Divorcees New Book Helps You Plan for and Protect Your Assets 8 Habits of Highly Productive People A Vexing Retirement Planning Problem? Predicting Health Care Costs Steve Oshins’ 3rd Annual DAPT Ranking Chart & Other Free Updated Charts Available to Download Practical Planner - Checklist: Capacity (Volume 7, Issue 2) Keebler & Ward on Taproot v. Commissioner: Roth IRA Not Eligible Shareholder of S Corporation Baby Boom Good for Life Insurance Practical Planner: 2012— ACT NOW! (Volume 7, Issue 2) WSJ.com - Inherited IRAs: A Sweet Deal 5 Important Steps to Update Estate Plans Trust & Estates: CrummeyService.com - Automating Administration of Crummey Trusts Attract, Engage & Work with Families with Taxable Estates and Their Advisors Robert Keebler: Planning for Concentrated Stock Positions, Plus Half Off Bob's Teleconference TrustAdvisor.com: Does Hartford’s Annuities Exit Signal the End for Others? How Do You Convince Clients to Actually Do GRATs (and Other Estate Tax Planning)? Estate Planning for Clients with Beneficiaries Struggling with Substance Abuse A Funny Thing Happened on the Way To… (Some of My Craziest Seminar Stories from Over the Years) March WSJ.com - Death Tax Defying: Estate Tax Repeal Gains Momentum in the States Paul Hood on Wandry v. Commissioner: A Significant Taxpayer Win in another Defined Value Case 4 Estate and Tax Planning Steps to Take in an Uncertain Year Steve Oshins on Weddell v. H20, Inc: Nevada Supreme Court Affirms Creditor Protection Benefits of Nevada LLCs Polls: Current Financial Concerns Trump Planning for Retirement The Drama of Whitney Houston’s Estate Continues to Unfold Leimberg Information Services: 60-Second Planner on Fifth Circuit Affirms Chilton on Inherited IRAs 4 Tips for a Better Assistant (and More Efficient and Productive Advisor!) The 3-Step Process for Closing New Prospects How to Help Your Clients' Adult Children Tax Expert Marty Shenkman: Two Tax Mistakes to Avoid With Clients in 2012 MainStreet.com: The Top 15 Richest Counties in America The Paperless Law Firm - Using Technology for Lowering Overhead and Greater Efficiency Senate Highway Bill S.2132 Brings Back Mandated 5-Year Rule for Payout of Inherited IRAs 22 Days of Tax Planning Advice: What I Do in My Practice, Pt. 1 2012 Tax Season Survival Guide: 22 Days of Tax Planning Advice February February 29th: Fun Facts About Leap Day An Untapped Source for Financial Advisor Referrals Adopt Your Girlfriend as Your Daughter Asset Protection Plan Shocks Planning Community Leimberg Information Services: 60-Second Planner on President Obama's Estate & Income Tax Proposal How to Thrive in the Under $5 Million Estate Market Senate Bill Threatens Life of Stretch IRAs IRS Extends Deadline to Make Portability Election Whitney Houston Leaves Behind a Legacy of Music and Estate Riddled With Confusion Forbes.com: Obama Declares War On Rich Folks And Wealth Advisors Bloomberg: Senate Proposes Tougher Requirements for Inherited IRAs U.S. Treasury Announces President Obama's 2013 Budget and Proposed Estate Tax Law Changes The eBoot Camp's Valentine's Day Gifts to You Financial Planning Magazine: Top Tax Strategies For 2012 Practical Planner: Checklist: More Heckerling Nuggets (Volume 7, Issue 1) Betting On A Roth Conversion Michelle Ward & PLR 201203033: Trust Qualified as Designated Beneficiary After Beneficiary Released Certain Powers Practical Planner: Nuggets from Heckerling (Volume 7, Issue 1) Forbes.com: The Roth IRA Back Door Do You Have What Baby Boomer Investors Are Looking For? January Retirement Benefits in the Context of Estate Planning Top 50 Independent Broker/Dealer Women Advisors in 2011 Interview on Dynasty Trusts with Guest Expert, Steven J. Oshins, Esq. Top 10 Trends in Wealth Management Full Report of The 46th Annual Philip E. Heckerling Institute on Estate Planning Bob Keebler on Roth Conversions in 2012: Now's the Time to Convert 8 Ways Leaders Can Motivate Employees Beyond Money Nevada Ranked as the #1 Jurisdiction for Domestic Asset Protection Trusts Lawyers & Social Media - What You Need to Know Sophisticated Trusts in English: DAPTs, BDITs, IDITs and More NEWS RELEASE: WealthCounsel® and Trusts & Estates® Announce Findings from the Fifth Annual Industry Trends Survey New Website Launched! New Blog for The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.