SORRY, YOU MISSED IT! LEAP DAY WAS ON FEBRUARY 29th! Sorry that you missed out on saving 20% off everything* on our website.Upcoming Teleconferences – Save on your registration to any upcoming educational programsAll passed teleconferences in our On-Demand Library – This is a great way for you to take advantage of huge savings on programs you may have missed!Legal Document Forms – Like our popular IRA Inheritance Trust®, Personal Asset TrustTM, and Successor Trustee ManualMarketing Tools:Consumer or “Retail” Seminar Marketing Packages – Like our Basic Living Trust and Top 10 Estate Planning Mistakes SeminarsContinuing Education or “Wholesale” Seminar Marketing…
Final Hours of Cyber Monday!
TIME IS RUNNING OUT!!!TAKE ADVANTAGE OF HUGE SAVINGS! Only a few more hours left in our Cyber Monday Sale! 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:Save 50% off of everything* on our website, plus…Get an extra 10% OFF of your order of $1,000 or moreGet an extra 15% OFF of your order of $2,500 or moreGet an extra 20% OFF your order of $5,000 or moreGet an extra 25% off ALL Seminar Marketing Packages (plus the total order discounts above!)BROWSE ALL PRODUCTSCHECK THESE OUT!Upcoming Teleconferences – Save on your registration to…
Robert Keebler’s Portability After the Final Regulations Briefing
On June 16, 2015, the IRS released the final regulations pertaining the Portability. The most important issue is confirmation that late corrective elections are available for gross estates under the basic exclusion amount and not available for gross estates exceeding the exclusion. If you have clients (or prospective clients) with sizable income from interest, dividends, rents, capital gains or royalties, you can become a “hero” and their most talked-about advisor. The IRS has now issued its Final Regulations, effective June 12, 2015, and it appears that this new tax is far more complex than originally thought. To help you navigate…
Cloud Still Hangs Over Validity of Nevada’s Perpetuities Law
Download Printable Article By Matthew D. Blattmachr, Trust Officer Despite the contention by some that the recent decision of the Nevada Supreme Court in Bullion Monarch Mining, Inc. v. Barrick Goldstrike Mines, Inc., 131 Nev. Advance Opinion 13 (Bullion) eliminates any question concerning the invalidity of the Nevada statute permitting trusts to last for 365 years, a careful review of this well written decision does not, in fact, seem to do so. In fact, the decision does not even appear related to trusts. The court frames the question it was asked to answer as “whether Nevada’s “Rule Against Perpetuities appl[ies]…
TODAY ONLY! – – Special St. Patrick’s Day Sale
SORRY, YOU MISSED IT! ST. PATRICK’S DAY WAS ON MARCH 17th! Sorry that you missed out on saving 25% off everything* on our website. We are happy to let you know that you can still save 15% by utilizing the coupon code LUCKY15, which is good through April 17, 2015. Some of the products that you can apply this discount to include, but are not limited to: Upcoming Teleconferences – Save on your registration to any upcoming educational programs* All passed teleconferences in our On-Demand Library – This is a great way for you to take advantage of huge savings…
BREAKING NEWS: Important Updates from Robert Keebler
Thanks to the generosity of Stephan Leimberg and Leimberg Information Services, we are pleased to bring to you complimentary podcasts on the following important updates. IRS Approves Extension of Time to Recharacterize a Roth IRA The IRS has published Private Letter Ruling 201506015, in which they have granted the taxpayer an extension of time to recharacterize a Roth IRA. The taxpayer had learned that the account value had declined due to fraud by an investment manager after the deadline for recharacterizing had passed. To listen to these complimentary podcast, see below: The Administration’s 2016 Budget Proposals The Administration has released…
Robert Keebler Podcasts on 2016 Budget Proposals
Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here. Nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, recently produced three podcasts with commentary regarding the Administration’s 2016 Budget Proposals. To listen to these complimentary podcasts, see below: © Copyright 2015. Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Permission.
Dahl v. Dahl: Utah Supreme Court Rules Trust Not a Domestic Asset Protection Trust!
Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here. “The Court specifically uses the terms ‘strong public policy’ and ‘repugnant’ in their analysis. Query how they might have ruled had this been a defendant in a negligence action, for example, rather than it being a divorce matter. Would the Court still have applied Utah law under its ‘strong public policy’ and ‘repugnant’ requirements? It appears that the answer would be ‘no’ given this requirement that it be a ‘strong public policy’ and ‘repugnant,’ but this is far…
Final Hours of the Cyber Monday Sale
SORRY, YOU MISSED IT! CYBER MONDAY IS OVER! Sorry that you missed out on some major savings. We are happy to let you know that you can still save 15% by utilizing the coupon code LATECYBERMONDAY, which is good through this Friday, December 2nd. Some of the products that you might be interested in: Upcoming Teleconferences – Save on your registration to any upcoming educational programs* Take an additional 25% off all On-Demand Programs (50% SAVINGS!) – All of our educational programs that have already been held become a part of our On-Demand Library. This is a great way for…
Top Five Life Insurance Myths
By Steven J. Oshins, J.D., AEP (Distinguished) Understanding life insurance is important for everybody in the estate planning industry. Whether you are a financial advisor, an attorney, an accountant or a banker, you have plenty of opportunities to help your clients make good life insurance decisions. With any complex topic, there are always myths that exist that cause people to make bad purchase decisions. The life insurance industry is no different than other industries in that numerous myths have been repeated over and over through the years. MYTH #1- Buying term insurance and investing the difference is better than buying…