We are holding one of our most popular technical training teleconferences on the IRA Inheritance Trust® tomorrow with our President, estate planning attorney and IRA Inheritance Trust® creator, Philip Kavesh. This teleconference is always one of our most well-attended and popular programs for those looking to add this unique and niche area of planning to their estate planning practice. See below for more information: The Traps and Tricks of Properly Drafting IRA Trusts Speaker: Philip Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law Date: Wednesday, March 5, 2014 Time: 9am…
Maximizing IRAs Using Trusts: Kavesh Technique Anticipates Boom by Robert L. Moshman, Esq.
Reproduced with the expressed written consent and permission from Robert L. Moshman, Esq., author of the The Estate Analyst. To contact Bob Moshman to be included on his distribution list of his monthly newsletter, e-mail Bob at bmoshman@optonline.net. A Baby Boomer with an otherwise unremarkable estate could leave behind a supercharged IRA that empowers beneficiaries. Philip J. Kavesh, a veteran estate planning attorney who has trained thousands of financial professionals, took part in designing the IRA Inheritance Trust® and successfully obtained a Private Letter Ruling for the technique in 2005. Although several variations of “stretch-out” or “see-through” trusts have performed…
IRA & Retirement Planning Coaching and Help
IRA & Retirement PlanningTechnical Consulting Services12-Month Coaching Packages to Help Guide You Throughout the Year with Your Clientsand Their Biggest IRA and Retirement Planning IssuesAppleby Retirement Consulting Inc. provides technical consultation on the rules and regulations that govern Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including 401(k)s, and 403(b)s. With one of the nation’s leading IRA and retirement planning experts, Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, advisors can receive guidance on the following: Contributions Distributions (including in-service withdrawals, NUA,beneficiary distribution options and RMDs) Rollovers and transfers Transfers due to divorce and QDROs Roth conversions,…
OUR CYBER MONDAY SALE IS OVER!
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…
The Top 20 Seminar Marketing Mistakes People Make (Part 2 of 2)
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Marketing – – particularly seminar marketing – – has come up quite a bit in recent weeks. From our May Ultimate Level event, to list serve discussions, to people randomly contacting me. It prompted me that perhaps it was time to take a break from the usual practice-building topic and put together an article on seminar marketing. Over the years, seminar presentations sure have evolved, from overhead transparencies, to slide carousel projectors to laptops and LCD projectors. But despite…
Independence Day Sale
BIG BANG SAVINGS! From July 3rd through 7th, 2024, we will be holding one of our biggest promotions for the year! Save 40% on your product order, which means you can get some significant deals, including the following: 40% OFF coaching with our Practice Success Coach 40% OFF on ALL PRODUCTS (Instant Downloads, E-Books, White Papers & More!) 40% OFF Legal Document Forms (Successor Trustee Manual, Personal Asset Trust, and More!) 40% OFF Seminar Marketing Packages BROWSE ALL PRODUCTS COACHING Coaching is a fantastic way to get direct guidance in your practice about some of your biggest challenges. Whether you…
The Love Your Practice Promotion – SWEET DEALS!
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…
SECURE Act 2.0 Offers Longer Stretch for Conduit Trusts, But Contains Traps for Surviving Spouses
By Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA® Thanks to the generosity of Leimberg Information Services, we are pleased to provide you this recently published article on LISI. EXECUTIVE SUMMARY Section 327 of the SECURE Act 2.0, effective in 2024, will provide over $1.1 billion in new tax benefits for those in the know, but traps for the unwary. The downside is that the changes may actually be quite harmful in certain situations for surviving spouses inheriting retirement plans, causing an earlier required beginning date and higher required minimum distributions (“RMDs”) than under current law, if the new…