OUR CYBER MONDAY SALEIS OVERBE SURE TO COME BACK NEXT YEAR! SO SORRY! OUR CYBER MONDAY PROMOTION IS GONE! Be sure you are signed up to receive e-mail announcements from us and take advantage of sales and promotions throughout the year! These forms are not only perfect, but they are just exactly what I have been looking to find for years! They are just right. I like this so much better, utilizing software that I already have and am using, than having to buy a license to another software, struggling to learn how to use it, and still not…
Special Offer for Clear Law Institute Webinar Attendees
Thank you for participating on Phil Kavesh’s special presentation with Clear Law Institute entitled, “Proper Post-Death Administration of IRA Beneficiary Trusts”. For your convenience, we have put together a few tools and resources that we think you might be interested in. FREE IRA Trust Post-Mortem Checklist As noted on the webinar, we are offering all attendees a complimentary IRA Trust Post-Mortem Checklist—a 10-page Microsoft Word modifiable document for you to use in the implementation process. Once you complete the form above, we will e-mail you your complimentary checklist. ITEMS YOU MAY BE INTERESTED IN: We have a number of products…
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…
FLASH FRIDAY PROMOTION — DECEMBER 5TH ONLY!
TODAY ONLY: Get 50% Off All On-Demand Educational Programs As estate planning professionals, we know that you are busy. Chances are, you might have missed out on a few programs over the course of the year. No problem. We want to offer you a very special opportunity to get a 50% discount on your purchase of any of our On-Demand Educational Programs that you may have missed. Yes, we said 50% (5-0!). The only catch is that you have to take advantage of this offer TODAY, Friday, December 5th before it’s too late! All of our On-Demand programs come with…
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…
10-Hour 10th Anniversary Sale!
Join Us in the Celebration of Our 10th Anniversary! On September 28th, 2004, we started out on this journey that has now become The Ultimate Estate Planner, Inc. Whether you’ve been with us since the very beginning or not, we have a special promotion to celebrate this momentous occasion. For the next 10 hours, you can save 25% off your purchase with us. This can be on anything, including: Upcoming Teleconferences On-Demand Programs The IRA Inheritance Trust® Legal Document Form & Technical Training Package The Successor Trustee Manual The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package The…
No problem. We get it. You’re a busy professional and that’s not a bad thing.
Again, we just want you to be successful with our IRA Inheritance Trust® Legal Document Form & Technical Training Package. If you can, once again, we suggest that you block off some time on your calendar in the next week or so and open the package and familiarize yourself with the contents. By the way, to help motivate you to get this product implemented into your practice, we have a number of other products that relate to our IRA Inheritance Trust® that might also be helpful to you in your implementation and the marketing and selling this trust strategy to…
AWESOME!
We are happy to see that you’ve already made one of the most difficult steps towards implementation. We hope that you will continue to use this product in your practice. And, as always, if you have any questions or need any assistance, do not hesitate to contact us at 1-866-754-6477 or by e-mail at info@ultimateestateplanner.com. By the way, if you weren’t already aware, we have a number of other products that relate to our IRA Inheritance Trust® that might also be helpful to you in your implementation and the marketing and selling this trust strategy to your clients. How to…
AWESOME! You rock!
We are happy to see that you’ve already made one of the most difficult steps towards implementation. We hope that you will continue to use this product in your practice. And, as always, if you have any questions or need any assistance, do not hesitate to contact us at 1-866-754-6477 or by e-mail at info@ultimateestateplanner.com. By the way, if you weren’t already aware, we have a number of other products that relate to our IRA Inheritance Trust® that might also be helpful to you in your implementation and the marketing and selling this trust strategy to your clients. “How to…
Standalone IRA Trust vs. Living Trust?
We often receive the question from our law firm clients, as well as estate planning professionals, about why the standalone IRA Beneficiary Trust, also known as either the IRA Inheritance Trust®, Retirement Beneficiary Trust, or Standalone Retirement Trust (“SRT”), is a better option than using the Living Trust. There are both technical and practical reasons why a standalone trust is a preferable planning option. Our President and estate planning attorney, Philip Kavesh, who drafted the IRA Inheritance Trust® and, with the help of Keebler & Associates, LLP, received the IRS’ stamp of approval through a Private Letter Ruling back in…