We are pleased to inform you that we have added 2 more books to our Books & DVD’s page. The list of books on our website are intended to help you and your estate planning practice. Some books are sold directly through The Ultimate Estate Planner, Inc. and others are available to purchase through other book vendors, such as Amazon or Barnes & Noble. Estate Planning for the Blended Family Authors: L. Paul Hood, Jr. & Emily Bouchard The Ladder of Success: An Asset Protection Primer Authors: Jeffrey R. Matsen, Jeri Larsen, Nicole Mangrum & Tanya Flores If you have…
California Forum for Independent Collaborative Advisors – July 23-24 in San Diego, CA
For those of you in the southwestern region of the U.S., we thought you may be interested in attending this upcoming event held by SCI (Southern California Institute). California Forum for Independent Collaborative Advisors This California educational event concentrates on the new topics that have materialized in California’s laws, and new wealth planning strategies and techniques developed over the previous year. This condensed two-day program presents a variety of topics for Advisors, and provides tools to help them protect their clients and recognize possible liabilities. Click Here to View Agenda Monday, July 23rd 12:00 Registration 12:30 – 5:10 General Sessions;…
Attorney Disbarred After Trying to Sell Annuities to Elderly Client
Reposted from WealthManagement.com & Trust & Estates | By Gregory Monday & John T. Brooks According to the Florida Supreme Court, an attorney’s activities fall under ethical disclosure rules whenever he participates in a business transaction with a client, even if he’s not a principal (for example, buyer or seller) in the transaction. In The Florida Bar v. Doherty,1 the Florida Supreme Court disbarred an attorney for attempting to sell annuities to an elderly client without notifying the client in writing that the attorney would receive a commission in the transaction. Although many of us would never broker the sale…
Managing Your Priorities and Offer for Personal Coaching Session
Reposted from WealthManagement.com | By Matt Oechsli Los Angeles—“We’ve got so much going on in our practice, everybody is working, but I don’t really know if we’re prioritizing properly,” Michael explained. “Do you know of a simple way in which we can get a handle on this?” In the busy world of a successful financial practice, it’s easy for everyone to get caught up in the reactive whirling dervish of day-to-day affairs. The telephones are ringing all day, support personnel have been trained to answer the telephone by the third ring at the latest, they attend to whatever the client…
Out of the Ashes: CPA Robert Keebler is Leading Keebler & Associates LLP to the Cutting Edge of Tax and Estate Planning
Reposted from Financial Advisor Magazine | By Eric L. Reiner | May 2012 The financial crisis has been blamed for a lot of things. Setting in motion the events that launched a topflight planning boutique isn’t usually one of them. The Ponzi schemes exposed by the crisis affected clients at the firm CPA Robert S. Keebler was with at the time. As he delved into the tax issues surrounding clients’ losses, Keebler, a nationally known speaker and writer based in Green Bay, Wis., came to a realization. Few, if any, noted experts existed in the obscure world of theft-loss deductions….
Robert Keebler: Planning for Concentrated Stock Positions, Plus Half Off Bob’s Teleconference
Reposted with Permission from Robert S. Keebler, CPA, MST, AEP Planning for Concentrated Stock Positions: Variable Forward Sales, Charitable Remainder Trusts and Exchange Funds The detrimental effects of concentrated stock portfolios are well documented. Not only do they subject the investor to a high level of risk, but their volatility tends to drag down returns. Fortunately, a number of strategies have been developed to address the problem. This is the last in a three-part series of columns explaining those strategies. In the first column I explained how asset volatility drags down returns, quantified the benefits of diversification and provided a…
February 29th: Fun Facts About Leap Day
Today is February 29th, 2012. LEAP DAY! We thought that it’d be fun to share some fun facts about Leap Day with all of you, thanks to this entry on Yahoo! Work + Money. Enjoy! 2012 is a leap year, meaning that February, the shortest month, has an extra day, bringing the year to 366 days. This notable event comes only every four years. Which means you have an extra 24 hours. So what will you do with yourself? How about heading to Disneyland for 24 hours straight, catching a movie, or spending the day skiing? Lookups on the Web…
The eBoot Camp’s Valentine’s Day Gifts to You
Phil Kavesh here to share with you a very special Valentine’s Day Gift that I am passing along from a dear friend of mine. A little over a year ago, I had the fortunate opportunity to pick up a copy of The eBoot Camp’s President, Corey Perlman’s, book entitled, The eBoot Camp: Proven Internet Marketing Techniques to Grow Your Business. Some of my favorite marketing minds and authors had endorsed the book for small businesses and as a self-proclaimed internet dinosaur, it was not only an easy read, but I could tell that Corey knew what he was talking about….
Michelle Ward & PLR 201203033: Trust Qualified as Designated Beneficiary After Beneficiary Released Certain Powers
Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here. EXECUTIVE SUMMARY In PLR 201203033, a trust qualified as a designated beneficiary after a trust beneficiary released certain portions of a power of appointment. The trustee of the trust was also allowed to transfer the inherited qualified plan to an inherited IRA for the benefit of the trust. FACTS “Alex” died at age 62 after establishing a trust that became irrevocable at his death. Alex was survived by his wife, “Lydia”, and his two children, “Nicholas” and “Melissa.”…
New Website Launched!
We are pleased to announce the launch of our newly designed website. We think that the navigation and ease of finding things are among the many improvements to the site. There are still many areas of the website that we will be building up and improving over the course of the next few months. Here’s just a preview of what you can expect to find in the near future: Updated blog entries with information from leading sources in the estate and financial planning field Ability to search for and purchase more of our most popular teleconferences held in 2011 Detailed…