Posts by Roxana Hernandez
Moving Beyond SEO: 7 Content Marketing Strategies That Position Your Firm as the Authority in Your Practice Area
You’ve invested in a sleek website, published regular blog posts about wills and trusts, and hired an SEO specialist to boost your rankings. Yet despite appearing on the first page for “estate planning attorney near me,”
Read MoreThis is How to Gift Billions of Dollars of Wealth Without a Gift Tax
Very few, if any, of your clients are multi-billionaires. However, this article applies to clients with much smaller net worths as well.
Read MoreUse the Right “Google Bait” to Attract Great Estate Planning Clients
By Foster Web Marketing Who is your website designed for? It sounds deceptively simple, but this is a big question. If you think about and make a website like a lawyer, you’re probably only going to attract the attention of other lawyers. But, if you shift your thinking and your website toward what makes sense to…
Read MoreNevada Restricted LLC/LP – How to Get Larger Valuation Discount
By Steven J. Oshins, Esq., AEP (Distinguished) A large part of estate planning involves using techniques to compress value to transfer assets of larger value to the next generation with minimal taxes. To do this, estate planners often use family limited liability companies and family limited partnerships to facilitate gifting and installment sales of minority…
Read MoreHow Estate Planning Firms Use Pay-Per-Click Advertising Responsibly
By Foster Web Marketing Pay-per-click advertising (PPC) isn’t as easy or cheap as some marketing companies would have you believe. It’s a highly competitive marketing channel, especially for lawyers. That constant competition drives up the cost of popular keywords, even when those keywords aren’t necessarily effective at attracting the clients and cases you want. It also…
Read MoreHow 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 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…
Read MoreAsset Protection Goals and Probabilities
By Steven J. Oshins, Esq., AEP (Distinguished) A Game of Probabilities Asset protection is a game of probabilities. Every legitimate wall that is placed around the assets should move the settlement number more in favor of the debtor. And every bad case that comes down the pike should move the settlement number more in favor…
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