The 2014 Stanley Cup Champs Pass by UEP

We break the usual estate planning-related content of our blog to bring you some urgent and important news.  Our beloved Los Angeles Kings and 2014 Stanley Cup Champions passed by our office earlier today during a parade through the South Bay.  Our President, Phil Kavesh, captured this perfect photo opportunity of this momentous occasion. GO! KINGS! GO!

Come See Us at The Gathering in San Diego!

The Ultimate Estate Planner, Inc. is pleased to announce that we are a Premier Sponsor at Laureate Center for Wealth Advisors’ upcoming 2-day Gathering program down in San Diego on February 27th and 28th. The Gathering is the premiere wealth, business, and estate planning event in our industry. This valuable program provides a practical understanding of current events in estate, business, tax, insurance and wealth strategies planning to keep you and your Independent Collaborative Advisor on the cutting edge. The program includes the best of the information gathered at the Heckerling Institute of Estate Planning and insights provided by Laureates…

48th Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning just finished up its final days of its 48th Annual program held in Orlando. The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals. Attendees enjoy unparalleled networking and professional development opportunities that make attending the Heckerling Institute a valuable investment for every estate planning professional. This year’s program offered practical guidance on both planning strategies and practice development in the new wealth transfer tax environment. The program included expanded coverage of the increasingly important areas of elder law,…

8th Annual Meeting of The Academy of Special Needs Planners

Earlier today, The Academy of Special Needs Planner announced their 8th Annual Meeting to be held on March 27-29, 2014 in Denver. View the agenda Check out this video: This year’s topics include: The Latest and Greatest on Special Needs Planning and the Affordable Care Act – Scott Solkoff, Ann Koerner, and Scott MacDonald Moderator: Kevin Urbatsch Special Needs Planning, DOMA and Other Marriage-Related Issues – Cynthia Barrett Special Needs Planning for Housing, Food Assistance, Employment and Other Benefits – Blaine Brockman & Patricia E. Kefalas Dudek Latest SSI Updates and Understanding and Using SSI Regional Counsel Options – By…

Books Now Available Through The Ultimate Estate Planner

At The Ultimate Estate Planner, Inc., we are always trying to find the best products and resources available to assist practitioners. One of the ways that many estate planning professionals learn is through the more traditional method of reading books (yes, actual books!). We are pleased to team up with The National Underwriter Company and bring to you a number of books available for purchase through our website. We will be adding more publications in the next few weeks, so be sure to come back for more! ESTATE PLANNING BOOKS The Tools & Techniques of Estate Planning, 16th Edition Authors:…

Another Successful Ultimate Level Event!

After a much-awaited third and final “Ultimate Level” attorney training program for 2013, we are pleased to announce that we had probably one of the most well-attended and successful events yet last week from October 3rd through the 5th. We went to the Crowne Plaza Redondo Beach & Marina Hotel where we were set up inside their beautiful Seascape Ballroom which not only accommodated our group of attorneys and support staff comfortably in a classroom setting, along with a stage and comfortable lounge chairs for the personal one-on-one consultations before the group, but we were able to display our various…

Robert Keebler Charts Promotion – Get All 7 for Just $99!

Until tomorrow, September 18th, you can get all seven of Robert Keebler’s Client-Friendly Laminated Charts for just $99, normally $19.99 each. These charts are 11″x17″ and come printed in full color and laminated. These are great for explaining complex tax and retirement benefit planning concepts to clients. You can purchase multiple copies and even purchase a customized design to brand the chart with your firm’s logo. >>MORE INFO The seven charts include: The Personal Exemption Phaseout & PEASE Impact This chart evaluates the Personal Exemption Phaseout and the PEASE impact, along with projected tax rates for 2013. The Healthcare Surtax…

The Ever-Growing Popularity of Our Teleconference & On-Demand CD Packages

Who doesn’t like getting stuff in the mail? Earlier this year, we began offering the option to purchase CD packages for all of our teleconference and On-Demand programs. This allowed our fellow estate planning professionals that preferred to be shipped a physical copy of the handout materials and an audio CD (or CD set, for longer programs) the opportunity to do so. Since we offered this option, we have seen a huge increase in the number of CD packages ordered for each of our teleconferences. In fact, the image above was just taken of the CD packages going out today…

September 11th: Staff Tell Their Personal Stories of That Day

Today is September 11th. It is hard to believe that it has been 12 years since that tragic day. That day when television seemed like the movies and reality was so far out of reach for so many. If you ask anyone what they were doing that day, they all remember and they all have a story. Here are our staff’s stories of that day that will never be forgotten. MEGAN’S STORY I grew up in a suburb just south of Washington, D.C. and was in my 8th grade language arts class on the day of the 9/11 attacks. Our…