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…
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…
One Simple, Yet Powerful Marketing Strategy Many Estate Planners Are NOT Utilizing!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Lawyers and other professionals often cringe at just hearing the word “marketing”. The idea of marketing their practice feels cheesy, unprofessional, and perhaps even “below” them. However, it doesn’t have to be. In fact, marketing is a basic necessity of any business, whether you call your plans and strategies for bringing in revenue to your company “marketing” or not. If you are not doing some type of marketing, then how are you getting clients in the door? If you’re…
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…
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…
Seminar Marketing Training, Products & Resources
Seminar Marketing Training, Products & ResourcesSeminar marketing, whether straight to the client or to professional referral sources, is one of the most effective ways to market your estate planning practice. The key is to make sure that you know how to properly plan, market, facilitate and present seminars. That’s where we can help with the numerous seminar marketing training, products and resources that have been assembled by one of the most experienced estate planners when it comes to seminar marketing, nationally renowned attorney, Philip Kavesh.Do you know the six reasons you should be giving seminars? FIND OUT NOW
Summer 2016 Promotion – 3-Day Sale
SORRY YOU MISSED IT! Starting the afternoon of Monday, June 20th, The Ultimate Estate Planner, Inc. is pleased to announce a 3-day promotion for its customers. Save 25% off your entire order!* This special promotion is good towards your entire order and cannot be combined with any other offers. If you’re not sure what we have and what might be helpful to you and your practice, it may be helpful for you to browse our website by profession. ESTATE PLANNING ATTORNEYS CPAs & ENROLLED AGENTS FINANCIAL ADVISORS & LIFE INSURANCE AGENTS This promotion is also good towards the following: Upcoming…
Training & Resources for Estate Planning Attorneys
FOR ESTATE PLANNING ATTORNEYS If you’re an estate planning attorney running your own law practice, we are certain that you have experienced the roller coaster of ups and downs that come with running a professional practice. In recent years, living trusts and wills have become a commodity and there’s been a great deal of market competition added with the do-it-yourself kits and the cheap internet plans. For the Estate Planning Attorney, we have a number of valuable tools to help you in your practice. Whether you’re a true solo practitioner, part of a mid-size firm, or…