Archive for August 2024
How Estate Planners Can Make The Most of Their Contact List
By Foster Web Marketing Finding perfect new clients for your estate planning firm is difficult. You have to do all the work to figure out where they are, make meaningful connections, build trust, and convince them that you are the right fit for their needs. My team and I help estate planning attorneys do this…
Read MoreTop 6 Mistakes Estate Planning Attorneys Make with Prospective New Clients
By Kristina Schneider, Practice Success Coach As an attorney, your time is important and there are a lot of people out there who want free legal advice. It is a common practice for many estate planning attorneys to offer a free consultation to prospective clients, so those who insist on charging a fee for initial…
Read MoreSLATs and the Reciprocal Trust Doctrine: Just Because Nearly Everyone Is Violating It Doesn’t Make It Okay
By Steven J. Oshins, Esq., AEP (Distinguished) What is a Spousal Lifetime Access Trust? A Spousal Lifetime Access Trust (“SLAT”) is an irrevocable trust set up by one spouse for the benefit of the other spouse and other beneficiaries. The most frequently used version is the completed gift SLAT although incomplete gift SLATs can be…
Read MoreTraining Associate Attorneys & Staff
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Over the past couple of months, we covered the importance of properly hiring and incentivizing your associate attorneys and support staff in order to build and maintain a successful estate planning practice. Now, we…
Read MoreMultiple Financial Advisor Referral Relationships May Be a Big MISTAKE!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Does that sound crazy to you? Probably! But, hear me out. (By the way, if you’re a financial advisor, what I’ll say applies equally to you having too many estate planning attorney relationships.) Over…
Read More3 Reasons to Audit Your Estate Planning Website Content
By Foster Web Marketing As your website expands, older content can go stale. It might be inaccurate or outdated, or it might just be a little out of line with your current brand and messaging. You can’t just delete all that old content because you risk losing leads and getting in trouble with search engines.…
Read MoreWhat to Do When Your Employees Ask for a Raise?
By Kristina Schneider, Practice Success Coach If you’ve ever had an employee approach you randomly and request an increase in their salary, it may be challenging to know how best to respond. While you may be happy with their work, you may be strapped from being able to financially accommodate such a raise. It creates…
Read MoreState Trust Jurisdictional Wars: Where the States Stand in 2024
By Steven J. Oshins, Esq., AEP (Distinguished) Which jurisdiction do you use to situs your trusts? Let’s look at the most popular trust jurisdictions. Alaska If we went back in time about a decade, the Big Four trust jurisdictions were Alaska, Delaware, Nevada and South Dakota. But somewhere along the way, Alaska seemed to have…
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