THE L♥VE YOUR PRACTICE SALE On February 14th only, our entire website is 30% OFF Be sure to apply the promo code LOVE to apply your discount and give your practice some love today and take advantage of this sale on our products and services, including the following: Coaching with our Practice Success Coach Instant Downloads Legal Document Forms (Successor Trustee Manual, Personal Asset Trust, and More!) Seminar Marketing Packages E-Books, White Papers & More! BROWSE ALL PRODUCTS COACHING Coaching is a fantastic way to get direct guidance in your practice about some of your biggest challenges. Whether you want…
Legal Documents and Technical Training
Unique Legal Document Forms & Technical TrainingLegal documents might seem standard, but any estate planning attorney that has seen the shoddy work out there knows that all document provisions are not the same! We are pleased to offer very reasonable, one-time licensing fees for a number of essential legal document forms for estate planning attorneys to purchase and use to prepare estate plans for their clients. Anything from The Personal Asset TrustSM inheritance feature built into the Living Trust document, to our popular, IRS-approved standalone IRA Beneficiary Trust, known as the IRA Inheritance Trust®, to a number of our niche…
Ultimate Estate Planner Cyber Monday Sale
OUR BIGGEST SALE OF THE YEAR! On Monday, November 27th EXTENDED to Tuesday, November 28th, we will be joining the rest of retail America and participating in what has become Cyber Monday craziness and offering one of the biggest promotions we hold throughout the year! Take advantage of some HUGE savings on a variety of products on our website. That means you can get some significant deals, including the following: 25% OFF coaching with our Practice Success Coach 50% OFF on ALL PRODUCTS (Instant Downloads, E-Books, White Papers & More!) 60% OFF Legal Document Forms (Successor Trustee Manual, Personal Asset…
A Funny Thing Happened on the Way To… (Some of My Craziest Seminar Stories from Over the Years)
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law If you have ever attended one of my presentations, you already know that one of my favorite things in life and throughout my career has been presenting educational seminars on estate planning. What you may not know, however, are some of the unusual stories and occurrences I have experienced in doing over 3,000 seminars over the past 35 plus years. I’ve had so many funny, odd and not-so-funny events happen on the way to, during and after seminars that…
Love Your Practice
L♥VE YOUR PRACTICE SALE! Valentine’s Day is a day to celebrate love and what better way to love yourself and what you do than to find a way to give your practice what it needs! 30% OFF EVERYTHING TODAY ONLY! BROWSE ALL PRODUCTS PROMO CODE: LOVE EXPIRES 2/14/23 INSTANT DOWNLOAD PROGAMS All Instant Downloads (formerly On-Demand Programs) – All of our educational programs that are now instantly downloadable when you place your order. Covering a wide variety of topics, including legal/technical, as well as practice-building, marketing and more! Here are some of our most popular programs: 2022 Year-End Planning and…
Free Checkup Meetings Generate Lots of Revenue!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In a prior article, we discussed the “free service package” alternative to an annual maintenance fee program. The package included a free attorney checkup meeting every three years. You may be wondering, “How do you get your existing clients to come back in for these checkup meetings and actually generate additional revenue from them?” (Before I address these questions, let me first note that, even if you do have and decide to keep your current maintenance plan, periodic checkup…
Are You (or Have You) Drafted IRA Trusts? You Better Make Sure You Do THIS!
By Kristina Schneider, Practice-Building & Marketing Specialist As you may be aware, the SECURE Act threated to reduce the IRA beneficiary stretchout from life expectancy to only 10 years. However, after passing through the House in late May, it has yet to make its way through the Senate. It’s still unclear if and when it may get passed and now into December, it doesn’t seem likely to pass sometime this year. If you have been and/or are drafting standalone IRA Beneficiary Trusts (or IRA Inheritance Trusts®) for your clients, you may nevertheless have these or other law changes in the…
AAA-CPA Member Promotion
SPECIAL YEAR-END SALE!EXCLUSIVELY FOR AAA-CPA MEMBERS!TODAY ONLY!!TAKE ADVANTAGE OF HUGE SAVINGS! AAA-CPA members are being given the opportunity to take advantage of one of the largest promotions and sales we hold each year. You can get some HUGE savings on a variety of products on our website. That means you can get some significant deals, including the following:Save 50% off of everything* on our website, plus…Get an extra 25% off ALL Seminar Marketing Packages (plus the total order discounts above!)To take advantage of this special member promotion, be sure to enter the promo code AAACPA during the checkout process.BROWSE ALL PRODUCTSCHECK THESE OUT!Upcoming…
What Can You Sell to Existing Clients?
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In last month’s newsletter, I discussed an often overlooked marketing strategy that many estate planning attorneys are missing – – bringing back in existing clients for a review of their plan. The topic seems to have resonated quite a bit with our readers and my fellow colleagues, several of whom took us up on our offer to schedule a consultation with our Executive Director, Kristina Schneider, to go over how to put together a review process in place for…
Will New Legislation Kill Stretchout and the IRA Trust?
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Over the past couple of years, I have had a lot of colleagues ask me if pending legislation to limit IRA stretchout would then kill the IRA Inheritance Trust®. For some time, nothing was certain. Details of proposed legislation were vague and it was not clear exactly how it would affect IRA planning. Finally, in September of last year, under the assumption that a change in the IRA stretch law would bring in $5.5 billion over the next 10…