Posts by Kristina Schneider
6 Tips for Handling Difficult Clients
Download Printable Article By Kristina Schneider, Executive Assistant Difficult clients are inevitable no matter what business you are in and no matter how great your customer service is. With the estate and financial planning business, clients can be very emotional. Clients may be stressed about the kinds of decisions they are required to make while…
Read MoreSummer 2016 Promotion – 3-Day Sale
SORRY YOU MISSED IT! Starting the afternoon of Monday, June 20th, The Ultimate Estate Planner, Inc. is pleased to announce a 3-day promotion for its customers. Save 25% off your entire order!* This special promotion is good towards your entire order and cannot be combined with any other offers. If you’re not sure what we…
Read MoreNEW Basic Teleconference Registration Added
You’ve spoken up and we’ve listened. Several of our customers have indicated that they would love to attend more than one of our teleconference programs, but it simply is not feasible to do so with how many we run each month. We are pleased to announce a new registration option that will make attending our…
Read MoreABA Heckerling Reports from the 2016 Heckerling Institute
For the past 17 years, the American Bar Association Section of Real Property, Trust and Estate Law with the permission of the University of Miami School of Law, releases several extensive reports highlighting the various lectures and proceedings of the Heckerling Institute, one of the nation’s largest estate planning conferences, held every year in January.…
Read MoreWith Estate Tax Planning Basically Dead, Here’s a Trust You Should Be Selling to a Lot of Your Clients
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law It’s not a Living Trust (but it does have broad application). Nor is it an Asset Protection or Medicaid Trust (though it does have some asset protection features). And, thanks to a recent Supreme…
Read MoreSPECIAL ANNOUNCEMENT: WealthCounsel 2015 Symposium Attendees
If You’re Attending the 2015 WealthCounsel National Conference… 5 Key Reasons You Need to Stop By BOOTH #4! FREE PRODUCT—All attendees will receive a complimentary product valued up to $199! CLIENT MAINTENANCE PLANS vs. FREE SERVICE PACKAGE—Find out about our upcoming 2-part program to address one of the hottest debates in developing a successful…
Read More5 Things Every Estate Planning Attorney Needs to Know About Using an Asset Protection Single Member LLC
By Mason D. Salisbury, J.D. Single Member Limited Liability Companies (or “SMLLCs”) are the basic building blocks of asset protection entities. For many clients, SMLLCs may be the only asset protection entity they need. However, not all SMLLCs are created equal as asset protectors and some (too many) are hardly worth the paper they are…
Read MoreTODAY ONLY! – – Special St. Patrick’s Day Sale
SORRY, YOU MISSED IT! ST. PATRICK’S DAY WAS ON MARCH 17th! Sorry that you missed out on saving 25% off everything* on our website. We are happy to let you know that you can still save 15% by utilizing the coupon code LUCKY15, which is good through April 17, 2015. Some of the products that…
Read MoreABA Heckerling Reports from the 2015 Heckerling Institute
Every January, The University of Miami School of Law sponsors one of the nation’s largest estate planning conferences, The Heckerling Institute on Estate Planning. Also, for the past 16 years, the American Bar Association Section of Real Property, Trust and Estate Law with the permission of the University of Miami School of Law, releases several…
Read MoreBREAKING NEWS: Important Updates from Robert Keebler
Thanks to the generosity of Stephan Leimberg and Leimberg Information Services, we are pleased to bring to you complimentary podcasts on the following important updates. IRS Approves Extension of Time to Recharacterize a Roth IRA The IRS has published Private Letter Ruling 201506015, in which they have granted the taxpayer an extension of time to…
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