How “Electronically” Organized Are You?

By Kristina Schneider & Megan DeLaGarza, Executive Assistants In last month’s newsletter, we discussed the top tips to get yourself more organized in your office space and through your daily workload, but your organization isn’t just about what’s on the outside.  How about your electronic files on the computer?  If you’ve ever spent more than five minutes looking for a file or trying to find an e-mail to respond to, then you might not be as electronically organized as you should be in order to be an effective and efficient assistant. As a follow-up to last month’s article, here are some…

The Next “Ultimate Level” 2-Day Attorney Training Announced

REDONDO BEACH, CA—The Ultimate Estate Planner, Inc. is pleased to announce the dates for its next and third 2 and a half-day practice-building attorney training program, “The Ultimate LevelSM”. The next Ultimate Level program will be held on Thursday, October 3rd through Saturday, October 5th in beautiful, sunny Redondo Beach, California. It will feature a tour of Mr. Kavesh’s law firm, Kavesh, Minor & Otis and this time will be limited to fifteen select attorneys (and their key staff members and associates). Interested in taking YOUR practice to the “ultimate level”? If so, call us at 1-866-754-6477 for more information…

Five Simple Tips for Being a More Organized Assistant

By Kristina Schneider & Megan DeLaGarza, Executive Assistants Being an organized assistant is important when supporting a busy professional advisor or attorney, especially one that may be meeting with multiple clients and managing multiple projects and priorities (like most professionals are doing).  Organization isn’t just about how your office looks, but it is also how you manage yourself and ultimately what can become your thoughts and actions.  However, sometimes just the act of organizing your surrounding environment is enough to help organize some of the rest of your chaos.  Staying organized with your paperwork, your desk or office space and…

Fight Back Against “Commoditization” and Low-Priced Competition

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law (UPDATED JULY 2015) The estate planning profession, and in particular the basic Living Trust-centered practice, has been hammered by new challenges.  There’s the proliferation of Internet “zoom” document providers and do-it-yourself trust kits (Suze Orman and the like).  There are non-attorney trust mills increasingly grabbing market share (often in violation of the state statutes prohibiting the unauthorized practice of law).  And there are bargain-priced, low-end attorneys (many of whom have jumped aboard the Living Trust craze…

The Ultimate Level: An Ultimate Success!

The Ultimate LevelSM February 22-24, 2013 Redondo Beach, California We just held our first Ultimate LevelSM event last weekend and, we must say, it was quite the success! Please enjoy a few pictures below of the weekend. Interested in taking YOUR practice to the Ultimate Level? Reserve your spot for our May event! Spaces are limited. Contact Kristina Schneider right away at 424-247-9495 or at kristina@ultimateestateplanner.com All pictures © 2013 Megan DeLaGarza

Attract, Engage & Work with Families with Taxable Estates and Their Advisors

For decades many of us, as wealth strategies planners, have wondered not only how but if we should attract, engage and work with affluent families and those with complex taxable estates. Their advisors are more protective. The solutions are more complicated and create larger liability. Though the fees may be greater, are they enough to cover the time and effort – especially if we only do it occasionally? The Laureate Center for Wealth Advisors has the training and education needed to attract, engage, and implement work in the taxable estate arena. You owe it to yourself and your clients to…