2016 WealthCounsel Symposium Debrief

By Kristina Schneider, Executive Director It’s Tuesday, October 25, 2016 and I just returned to the office from the 2016 WealthCounsel Symposium in Washington, D.C.  The annual conference for WealthCounsel is always one that is a bit personal to me, as it was the conference I first attended a week after Phil hired me back in July 2004.  It’s always fun to see familiar faces and to be around the very people that we help throughout the year.  As an internet-based company, it’s pretty rare that we have face-to-face contact and most of all of my contact with our customers…

Summer 2016 Promotion – 3-Day Sale

SORRY YOU MISSED IT! Starting the afternoon of Monday, June 20th, The Ultimate Estate Planner, Inc. is pleased to announce a 3-day promotion for its customers.  Save 25% off your entire order!* This special promotion is good towards your entire order and cannot be combined with any other offers.  If you’re not sure what we have and what might be helpful to you and your practice, it may be helpful for you to browse our website by profession. ESTATE PLANNING ATTORNEYS CPAs & ENROLLED AGENTS FINANCIAL ADVISORS & LIFE INSURANCE AGENTS This promotion is also good towards the following: Upcoming…

NEW Basic Teleconference Registration Added

You’ve spoken up and we’ve listened.  Several of our customers have indicated that they would love to attend more than one of our teleconference programs, but it simply is not feasible to do so with how many we run each month.  We are pleased to announce a new registration option that will make attending our teleconference programs far more affordable for our customers. We are pleased to announce the Basic Registration option, which allows our customers to attend a live teleconference program for as low as $99. The Basic Registration option gives you the PDF handout materials and access to…

ABA Heckerling Reports from the 2016 Heckerling Institute

For the past 17 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 2016, marked the 50th 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…

50% OFF ALL ON-DEMAND PROGRAMS! EXPIRES AUGUST 31ST!

The Kids Are Going Back to School, And So Are You! (And Get a Special, Limited-Time Discount, Too!)  The kids, whether young or college-age, might be getting ready to go back to school (or may have even started already), and there is no better time to get caught up on all of the latest estate, tax, and financial planning strategies and techniques out there right now.  We know that you summer may have been a busy time for you and to help get you back into the groove of things, we want to offer you a very special opportunity to…

SPECIAL ANNOUNCEMENT: WealthCounsel 2015 Symposium Attendees

If You’re Attending the 2015 WealthCounsel National Conference… 5 Key Reasons You Need to Stop By BOOTH #4!   FREE PRODUCT—All attendees will receive a complimentary product valued up to $199! CLIENT MAINTENANCE PLANS vs. FREE SERVICE PACKAGE—Find out about our upcoming 2-part program to address one of the hottest debates in developing a successful estate planning practice! PRACTICE-BUILDING & MARKETING PACKAGES—Tested and proven tools to help your practice in today’s highly competitive estate planning market. Plus, find out about our new Starter Kits and Bundle Packages! FREE CONSULTATION—Fellow WealthCounsel member, Phil Kavesh, will be offering limited one-on-one consultations during…

Robert Keebler’s Portability After the Final Regulations Briefing

On June 16, 2015, the IRS released the final regulations pertaining the Portability.  The most important issue is confirmation that late corrective elections are available for gross estates under the basic exclusion amount and not available for gross estates exceeding the exclusion. If you have clients (or prospective clients) with sizable income from interest, dividends, rents, capital gains or royalties, you can become a “hero” and their most talked-about advisor. The IRS has now issued its Final Regulations, effective June 12, 2015, and it appears that this new tax is far more complex than originally thought. To help you navigate…

Is Workplace Stress Killing You? We can help.

If 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 activities.  Hiring the right people.  Making sure they’re working efficiently.  Making sure that your employees are getting along and managing any conflicts that may arise.  Dealing with toxic employees.  Figuring out how to get new clients through the door.  Making sure you meet payroll. None of these things about your…