3rd Annual Dynasty Trust State Rankings Chart Released
Every year, nationally renowned estate planning and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished), puts together a state rankings chart for Dynasty Trusts, showing which states...
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Clearing the Bubble—The Transition To Fixed Fees
Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In the past, I have emphasized...
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The Top 10 Marketing Must-Do’s for Estate Planners
By Jennifer Goddard, CEO & James Campbell, Vice President, Integrity Marketing Solutions If you’re an estate planning professional, you know that your bank account is only as fat as your...
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8 Steps to Hiring a Great Executive Assistant
By Kristina Schneider, Executive Assistant An executive assistant is an often overlooked position for many estate planning professionals. I know this because I often interact with a lot of attorneys,...
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2014 Year-End Tax Planning
By Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA As we near the end of 2014, year-end tax planning again takes center stage. In this article we summarize a number of strategies that may...
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Family Business Succcession Planning
By Brandon E. Crooks, Principal at Counsel Trust Company There are over 5.5 million family businesses in the US with an average life span of 24 years (familybusinesscenter.com, 2010). About 40% of...
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