Posts by Kristina Schneider
SECURE 2.0 Act Enhances Special Needs—See Through Trust Planning
By Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA® and Nancy H. Welber, J.D., ACTEC Thanks to the generosity of Leimberg Information Services, we are pleased to provide you this recently published article on LISI. EXECUTIVE SUMMARY Section 337 of the Secure 2.0 Act, effective in 2023, provides a welcome, though very limited in…
Read MoreThe Top 35 Overlooked Best Practices for Executive Assistants
By Kristina Schneider, Practice Success Coach and Kirsten Allen, Executive Assistant Working for our boss, estate planning attorney Philip Kavesh, we combined have over 28 years of executive assistant experience. Throughout this time, we have been able to gain numerous best practices and good habits for providing administrative support to a busy executive. Also through…
Read More5 Reasons Estate Planning Websites Attract the Wrong Clients
By Foster Web MarketingYou’ve launched an awesome website for your estate planning firm. You’re getting loads of traffic. You’re eagerly waiting for your perfect clients and referral sources to knock on your digital door. But—wait a minute—why are you getting so many inquiries from folks that aren’t a great fit for your firm or seem…
Read MoreSECURE Act 2.0 Offers Longer Stretch for Conduit Trusts, But Contains Traps for Surviving Spouses
By Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA®Thanks to the generosity of Leimberg Information Services, we are pleased to provide you this recently published article on LISI. EXECUTIVE SUMMARY Section 327 of the SECURE Act 2.0, effective in 2024, will provide over $1.1 billion in new tax benefits for those in the know,…
Read MoreIs Workplace Stress Killing You? We Can Help.
By Kristina Schneider, Practice Success CoachIf you’re running your own estate planning practice, chances are, you’re stressed. Running your own law practice is no easy thing to do. Meeting with clients. Dealing with difficult cases and situations. Getting documents out the door. On top of the actual lawyering stuff, dealing with the normal day-to-day business…
Read MoreWhy Do Nevada and Delaware Get Most of the ING Trust Business?
By Steven J. Oshins, Esq., AEP (Distinguished) We keep hearing about NING Trusts (Nevada) and DING Trusts (Delaware). Occasionally, but much less often, we hear about WING Trusts (Wyoming) too. Nevada and Delaware clearly get the vast majority of the ING Trust business. Wyoming seems to be the next jurisdiction to take a reasonably good…
Read MoreShould You Be “Tweaking”?
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Most estate planning professionals would love to make more money, while reducing their work time and stress. Unfortunately, many believe that in order to achieve these lofty goals, you have to do a complete…
Read MoreEffectively Managing Your Boss’ Busy Calendar
By Kristina Schneider, Practice Success Coach Whether your boss is an estate planning attorney, CPA, financial advisor or life insurance agent, chances are, he or she has an overwhelmingly busy calendar. From client meetings, phone calls, seminar presentations, conferences and CE programs to numerous projects to be completed, goals to be reached, and endless obligations…
Read MoreFair Compensation for Support Staff and Associate Attorneys?
By Kristina Schneider, Practice Success CoachOver the past few years, particularly following the pandemic, we have seen a lot of changes in the employee market and computing both a fair and competitive wage. Regardless of where you are located, inflation and increased competition for competent employees have come to the forefront. Whether you are thinking…
Read MoreAre You Spending Too Much Time (and Money!) to Bring In New Clients?
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate LawI recently conducted not one, not two, but three different coaching consultations in a single week with fellow colleagues who all expressed to me the same major challenge in their practice. If three firms, in…
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