Posts by Kristina Schneider
10-Hour 10th Anniversary Sale!
Join Us in the Celebration of Our 10th Anniversary! On September 28th, 2004, we started out on this journey that has now become The Ultimate Estate Planner, Inc. Whether you’ve been with us since the very beginning or not, we have a special promotion to celebrate this momentous occasion. For the next 10 hours, you…
Read MoreTax Alpha®: What Sophisticated Counselors & Advisors Need to Know—Part 2 of 2
By Robert S. Keebler, CPA, MST, AEP (Distinguished), CGMA In the world of finance, “Alpha” is often referred to as the value a money manager generates by exceeding a particular benchmark. In the world of financial planning, Tax Alpha® is best defined as the value financial advisors add by reducing the tax burden on portfolio…
Read MoreTop Five Reasons to Situs Your Irrevocable Trust in a Different Jurisdiction
Download Printable Article By Steven J. Oshins, J.D., AEP (Distinguished) Most estate planners automatically situs their clients’ irrevocable trusts in the jurisdiction in which the client resides without considering the possibility of using a different jurisdiction. This is often done for no reason other than the fact that it is customary to do so. However,…
Read MoreTrusts Aren’t Just for The Rich Anymore
By Jonathan G. Blattmachr & Matthew D. Blattmachr Many people associate trusts with the very wealthy, because they are often used in the media and pop culture in the context of two other words: “fund” and “baby”. The reality is that a trust is a helpful estate planning instrument for most of your clients, not…
Read MoreReferring Advisors – Shelf Life?
By Joseph J. Strazzeri, Esq. Each year we conduct the same exercise of compiling a list of each advisor that referred us a client over the last two years – noting how many clients were referred, those that we met with, those that retained us, and the associated total revenue. Some of the results are…
Read MoreHappy Labor Day!
All of us at The Ultimate Estate Planner just want to wish you and your family a very safe and relaxing Labor Day holiday weekend! We hope that you utilize this holiday to take some time away from work, enjoy your friends and family, eat some delicious food, and do something that you love and…
Read MoreHappy National Dog Day!
The staff at The Ultimate Estate Planner are most-certainly pet lovers. We all have pets, but 3 out of the 4 of us are dog owners, which is why we must take a brief moment out of our busy day to celebrate NATIONAL DOG DAY and shamelessly post a picture of our beloved furry friends!…
Read MoreGREAT NEWS!—Marketing Session Added to The Ultimate Level Program
By popular demand, we are pleased to announce that we have added a MARKETING SESSION to both of our upcoming 2-day Ultimate Level events. We are just 4 weeks away from our Dallas program and we only have 4 spots left. For more information about the Dallas event, click here. If you can’t make the…
Read MoreHello and Goodbye (for Now!)
We’ve got a lot of exciting things going on at The Ultimate Estate Planner, Inc. First, we are excited to welcome Melissa Towle to our team. She started with us on August 11th and will be helping us out with receptionist duties, order fulfillment, customer service, teleconference administration, and much more. We are happy to…
Read MoreWatch a Complimentary Webinar on Recent Updates for Inherited IRAs
Robert Keebler, CPA, MST, AEP (Distinguished), CGMA, and Michael J. Jones, CPA recently presented a webinar for Trusts & Estates Magazine, discussing recent updates on Inherited IRAs. The update includes a discussion of the recent Supreme Court decision in Clark v. Rameker case. Trusts & Estates has generously agreed to allow us to share a…
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