By Foster Web Marketing You spend all year working with clients and crafting plans to secure their legacies. Now that it’s December, why not give a little something back to yourself that will make your life easier, save you time, and boost your business in 2024? If it’s not already part of your strategy, marketing automation software is a real game-changer because it takes so much “busy work” off your plate—but that’s not all it can do. Below, let’s unwrap seven reasons why marketing automation software might be the ultimate gift for your estate planning practice this year. 1. Increase…
Domestic Asset Protection Trusts: Why the Huber Case is a Million Percent Wrong
By Steven J. Oshins, Esq., AEP (Distinguished) In Waldron v. Huber (In re Huber), Waldron v. Huber (In re Huber), Case No. 11-41013 (Bankr. W.D. Wash. Nov. 25, 2013), the court (in dicta) ruled that the law of the residency of the settlor of a Domestic Asset Protection Trust (“DAPT”) applies rather than the law chosen in the trust agreement for purposes of determining whether a DAPT is protected from the creditors of the settlor. [Dicta is a portion of the judge’s opinion that is not essential to the resolution of the case. Huber was a bankruptcy and fraudulent transfer…
It’s You! Hi! You Might Be the Problem! It’s You!
By Kristina Schneider, Practice Success Coach I am not going to sugarcoat this article and it may rub some people the wrong way. This is a topic that has the power to be life-changing and transformative to your life and your practice, but it depends on what you do with this information. I recently had the pleasure of sharing the success story of estate planning attorney, Leigh Cowden, who finished up her first year of practice with close to $400,000 of revenue in her first year! While I was like a proud mama bear to share how much she had…