Check-In With Your Employees (and Yourself!) Right Now

By Kristina Schneider, Practice-Building & Marketing Specialist 2020 is certainly not letting up with its challenges and difficult events to work through. It feels like an eternity since I was at DFW airport boarding a plane back to Los Angeles, getting the devastating breaking news that Kobe Bryant had just died in a helicopter crash.  And, it feels like ever since then, month after month, there was just more and more difficult things to process. From a business perspective, I bring awareness to all that’s going on, because we are all human. We are all experiencing what’s going on right…

U.S. States Not Reporting Recoveries | Coronavirus Stock Market Insight Series

We have invited Harvard educated economist, Dryden Pence – – who regularly appears on TV at Fox Business News, CNBC, and Bloomberg Business – – to address the burning questions in the minds of so many estate planners (and their clients) during these difficult times. This will be the 7th video of Dryden’s “Coronavirus Stock Market Insight” series. Market volatility, news headlines, and reported government responses to this pandemic can be unsettling, alarming, and confusing. The management at Pence Wealth Management has years of experience in navigating confusing market turbulence. Source: YouTube DISCLOSURE: The opinions voiced in this material are for…

The Estate Planning “Perfect Storm”

An Interview with Steven J. Oshins, Esq., AEP (Distinguished) Nationally-known estate planning attorney Steve Oshins and nationally-known CPA Bob Keebler recently gave a joint teleconference for us entitled, “Estate Planning Techniques in a Time of Low Interest Rates”. In that presentation, Steve and Bob coined the term “PERFECT STORM” to reflect the current estate planning environment.  We interviewed Steve after the session and are pleased to bring to you highlights from the transcript of the interview. UEP:  Why did you and Bob call the current estate planning environment the “PERFECT STORM”? SO:  We did so for two reasons.  First of…

Road to Recovery | Coronavirus Stock Market Insight Series

We have invited Harvard educated economist, Dryden Pence – – who regularly appears on TV at Fox Business News, CNBC, and Bloomberg Business – – to address these burning questions in the minds of so many estate planners (and their clients) during these difficult times, including but not limited to: How bad will this Coronavirus pandemic get? How long will it last? How will it affect the economy? How will the Federal Stimulus work? When will businesses re-open? What can we expect in the stock market in the coming months? Source: YouTube DISCLOSURE: The opinions voiced in this material are for…

FREE Hybrid Domestic Asset Protection Trust Client Acquisition Slideshow

Nationally renowned estate and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished), has released a FREE Hybrid Domestic Asset Protection Trust (“Hybrid DAPT”) client acquisition slideshow. Whether you’re an attorney, CPA, financial advisor, life insurance agent or trust officer, spend less than 8 minutes to check out this slideshow and use this free tool to educate yourself, your clients, and your prospective clients on the Hybrid DAPT concept! DIRECT LINK Related Education If you’re interested in learning more about the Hybrid DAPT, you might also be interested in the On-Demand presentation that Steve Oshins has on this topic.  For…

When Life Hands You Lemons, It Might Be Time to Throw Them Out!

By Kristina Schneider, Practice-Building & Marketing Specialist There’s a saying, “When life hands you lemons, make lemonade!” That’s definitely a very positive way of looking at things and during these current challenges that so many are going through right now, there’s certainly a great deal of lemons being handed to us right now. There are definitely some opportunities here to make some lemonade though, but I am also going to share another piece of advice that (frankly) I’m sure some of your staff might not want to hear either. Let’s Make Lemonade! So, let’s start off with something positive and…

Helpful Resources for Executing Documents During Pandemic

EDITOR’S NOTE: Many estate planners are grappling with how to execute documents without an in-person client meeting and yet still have them considered valid.  This article helps shed some light on this issue.  Thank you to attorney, Susan K., for passing along this fantastic article to us. Application of the Harmless Error Doctrine in California and Beyond By Jessica Uzcategui of Sacks, Glazier, Franklin & Lodise, LLP THE HARMLESS ERROR DOCTRINE The traditional definition of a “will” is changing. Historically, courts insisted on strict compliance with will formalities. In California, this meant that a will had to be signed by…

The 11th Annual DAPT State Rankings Chart Released!

By Steven J. Oshins, Esq., AEP (Distinguished) It’s that time of year again!  The time when estate planners hold their breath, anxiously awaiting the release of the Annual Domestic Asset Protection Trust State Rankings Chart.  Where will their favored jurisdiction land? The 11th Annual Domestic Asset Protection Trust State Rankings Chart was created to serve as a single page guide to various states’ DAPT statutes.  The states are ranked based on various material factors that are important in selecting a situs for the trust.  Although the weights that are applied to different variables are subjective, the methodology used is likely very similar…

Leimberg Information Services

We get a lot of people who contact us and search our website for Leimberg Information Services, so we thought that we’d take the time to explain. First, we are two completely different companies.  Leimberg Information Services, Inc. (“LISI”) is the home of nationally renowned estate planning legend, Stephan Leimberg.  They have a subscription newsletter service (whom our President, Phil Kavesh, has been a subscriber for years!).  The newsletters cover an array of topics, such as Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning thanks to the contributions of numerous distinguished…

What Things You Can Learn From (and During) This Crisis

By Kristina Schneider, Practice-Building & Marketing Specialist There’s no denying that what we are all experiencing right now is certainly uncharted territory and unlike anything any of us have ever gone through.  And, while the news reports and uncertainty that we may be surrounded by right now may create a lot of stress and concern, what I will say is that I do think that there’s a lot of silver linings and positive lessons to be learned from all of this right now.  Here are just a few things that I think this whole COVID-19 crisis has brought to light (at…