Archive for June 2025
Fight Back Against “Commoditization” and Low-Priced Competition
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law The estate planning profession, and in particular the basic Living Trust-centered practice, has been hammered by new challenges. There is the proliferation of Internet “zoom” document providers and do-it-yourself trust kits (Suze Orman and…
Read MoreBlow Up Your Annual Client Maintenance Program!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In this article, I addressed the marketplace issues confronting estate planning attorneys, in particular, the commoditization of our “products” and the increasing low price competition. One of the ways that I discussed to combat these…
Read MoreIdentifying an Asset Protection Trust Candidate
By Steven J. Oshins, Esq., AEP (Distinguished) If I had a Nickel for Every Time… If I had a nickel for every time an estate planning advisor called or emailed me with a prospective client that they deem to be an absolutely perfect asset protection trust candidate “because they’re in a lot of trouble”, I…
Read MoreThe #1 Step Towards a Happier, Healthier YOU!
By Kristina Schneider, MBA The office is busy. Life is busy. Things get crazy and hectic. Some days and weeks are worse than others. You’ve probably felt, at one point or another, that there was far too much to do and not enough time to do it all. This can cause a great deal of…
Read MoreQ&A with Phil: Quoting Fees, Charging for Initial Meetings & Having Paralegals Conduct Signing Meetings
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 few months, I’ve noticed that I frequently get the same questions from people and I thought that it’d be helpful to share some of these questions and answers with others in…
Read MoreWant to Appear First in Google’s AI Overviews? Here’s How Smart Estate Planning Lawyers Are Doing It
By Foster Web Marketing You’re casually researching how your firm shows up in search results when something unexpected catches your eye. Above the typical blue links sits a sleek, AI-generated summary—answering questions about wills, trusts, and probate. It’s informative. It’s high up. And your practice isn’t mentioned anywhere. But your biggest competitor? Their estate planning…
Read MoreWhy Consistency Is the Key to Video Marketing Success: A Reality Check for Estate Planning Attorneys
By Foster Web Marketing The estate planning seminar recording sits on your hard drive, representing your one serious attempt at video marketing. Despite your intentions to leverage this content, three months have passed since you filmed it. Meanwhile, competitors with a consistent video presence are attracting clients who should be yours. Foster Consulting® regularly encounters…
Read MoreDelaware Court Says Domestic Asset Protection Trust is Protected
By Steven J. Oshins, Esq., AEP (Distinguished) Delaware Domestic Asset Protection Trust Delaware is one of the leading Domestic Asset Protection Trust (“DAPT”) jurisdictions, only behind the two guerrillas in the industry—Nevada and South Dakota—and arguably also behind up-and-comer Tennessee. This recent case involved a Delaware DAPT. The Facts of the Case In a case…
Read MoreA Review of the House’s Tax Proposal
By Griffin H. Bridgers J.D., LL.M. (Taxation) On May 22, 2025, the House of Representatives passed the One Big Beautiful Bill Act by a one-vote margin. This bill adopted many of the recommendations of the House Ways and Means Committee, but with some changes along the way. While the bill and its proposals must now…
Read MoreOne Simple, Yet Powerful Marketing Strategy Many Estate Planners Are NOT Utilizing!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Lawyers and other professionals often cringe at just hearing the word “marketing”. The idea of marketing their practice feels cheesy, unprofessional, and perhaps even “below” them. However, it doesn’t have to be. In fact,…
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