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…

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…

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…

Congratulations to Steve & Elena Oshins!

We wanted to extend our sincerest congratulations to our fellow colleague, Steve Oshins, and his wife, Elena.  On Wednesday, March 25th at 1:46am, they welcomed a brand new baby girl into the world—Tiffany Alexis Oshins. Both mom and baby are doing great!  Steve and Elena are enjoying their time as parents to their beautiful baby girl!  ♥ If you wish to extend congratulatory wishes to Steve and Elena, feel free to do so in the comments below!

ABA Heckerling Reports from the 2018 Heckerling Institute

For the past 19 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. This past January 2018, marked the 52nd Annual Heckerling Institute.  To view, download and access these extensive reports, please click here to visit the ABA’s website. Further, at the above website, you can also access reports from prior Heckerling Institutes as well. We, at The…

FREE WEBINAR: Adding Business Planning To Your Estate Planning Practice

If you’re an estate planning attorney, you may have been struggling to figure out what’s the “next best thing” coming to you in your practice now that estate tax planning is (and has been for the last several years) effectively dead.  Business law is often an effective complement to an estate planning practice. The folks at WealthCounsel, LLC are hosting a free 60-minute webinar on Tuesday, February 27, 2018 at 10am Pacific Time (1pm Eastern Time) entitled, “Adding Business Planning To Your Estate Planning Practice” with speakers, Jeramie Fortenberry, J.D., LL.M. and Patrick Carlson, J.D., LL.M.   *NOTE: This program is sponsored…

Robert Keebler Podcast on the Death Tax Repeal Act of 2017

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. Senate Bill 205, the Death Tax Repeal Act of 2017 Senate Bill 205, the Death Tax Repeal Act of 2017, would not only repeal the estate tax — it would also eliminate a technique designed to reduce state income tax, the ING trust. Bob Keebler reports. LISI members can read more about S. 205 and other estate tax repeal proposals in Estate Planning Newsletter No. 2516 by Ed Morrow, published on February 10, 2017. To…