Archive for November 2023
Not a Big Fan of the Federal Estate and Gift Tax Exemption Rules
By Steven J. Oshins, Esq., AEP (Distinguished) I’ll be the one to come out and say what many of us are thinking… I’m not a big fan of the federal estate and gift tax exemption rules! The exemption is currently $12.92 million per person, adjusting for inflation each year, and then dropping in half when…
Read MoreDo Client Maintenance Plans Really Work?
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Two of the major issues confronting estate planning attorneys are the commoditization of our “products” and increasing low price competition thanks to the do-it-yourself kits and internet trusts. One way to combat these issues…
Read MoreDon’t Let an Outdated Website Drag Down Your Estate Planning Practice
By Foster Web Marketing The problem with websites is that they aren’t a one-and-done-thing. You have to add content. You have to keep up on the maintenance. And, over time, you have to be able to recognize when it’s time for an upgrade. Technical standards for websites change every few years. People’s expectations for websites…
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