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The Upcoming 2025 Trust Tsunami and How to Handle it
By Steven J. Oshins, Esq., AEP (Distinguished) The estate and gift tax exemption is scheduled to drop in half at the beginning of 2026. This is going to shift the supply/demand ratio so far in favor of estate planners that wealthy prospective clients who know they need to make their large gifts need to start acting now. If wealthy clients wait until the last minute, they will likely find that no capable estate planners have any capacity to get the gift trust(s) drafted, executed and funded by the end of 2025. Act Now! One strategy is to get the gift…
How a Free Book Gets More Clients for Your Estate Planning Practice
By Foster Web Marketing Are you an estate planning attorney that wants to attract more clients and cement yourself as a trusted professional in your field? Look no further than the tried-and-true method of offering a free book. In the marketing industry, we often refer to free books, guides, and other offers as “lead magnets.” And we do it for a good reason! These kinds of offers magnetize potential clients to your firm and stand as evidence that you want to help them work toward solutions to their problems. They’re also a powerful way to showcase your knowledge, build credibility,…
Drowning in E-mail? Tips to Save Time and Be More Efficient!
By Kristina Schneider, Practice Success Coach Electronic mail, otherwise known as e-mail, has become a vital and primary form of communication for most businesses. In fact, it’s the very reason you’re probably reading this newsletter article. While e-mail has become a very efficient way to communicate and handle business, it can also become a source of major inefficiency and time-wasting in the office. Think about how much time is spent sifting through all of your daily e-mail. Double or triple that when you come back from the weekend. And let’s not even talk about how much e-mail we come back…
In-Person Seminars Are Back and Working!
(And You Should Ditch Online Webinars!) By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law It’s no secret that I am a huge fan of seminar marketing. Seminars have been a tested and proven marketing staple for my law firm and many other estate planning attorneys for over 35 years – – if you do them right! Unfortunately, the pandemic forced in-person seminars to shut down. My law firm, like many others, adjusted by offering virtual seminars online. For a while, the virtual model appeared to work and…
3 Ways to Inspire Brand Loyalty and Stand Out From Your Competition
By Foster Web Marketing Most people don’t think too much about trying a different brand of pasta, and they probably don’t pay a lot of attention to the label on their socks. But those same people probably DO have strong feelings about something—whether it’s the make of the car they drive, the smartphone they use, or the running shoes in their closet. If it’s something crucial in your life that has to work for you without fail, it’s not unusual to develop a strong sense of “brand loyalty.” And it’s really not so different when someone chooses an estate planning…