While the economy is still sluggish to say the least, there are a lot of very happy people in silicon valley. Many new internet companies have had their IPO and with it newly minted millionaires (and billionaires). For financial companies,...
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The Fore Trust Software company has designed a software that incorporates directly into a firm's existing website. The Virtual Estate Planning System (VEPS) allows a client to directly enter in their information and answer questions regarding their preferences. Both the...
Alaska Trust, a provider of full-service managed trusts, has started offering its directed trusts at a flat fee. As part of the company's push into the advisory market, it has eliminated basis point pricing and is simply charging a fixed,...
The New York Times Online features an article discussing the use of iPhone and iPad applications in the recruiting process. The article centers around the app for Skadden, Arps, Slate, Meagher & Flom, which is primarily focused on recruiting summer...
Continue reading "Big Law Firms Recruiting with iPhone Apps"
Forbes.com has published an article by Caleb Melby titled "Brutally Honest Accountants Confess To Being Boring." The article discusses how Macias Gina & O'Connell LLP, a California CPA firm, differentiated itself from the competition by marketing that it is proud...
Debra Cassens Weiss posted an article entitled, "How People Find Lawyers: Referrals Are Popular, Blogs Not So Much, Poll Finds." The article discusses the use of social media in legal referrals. Posted by Shahzeb Gaziani, Senior Associate Editor, Wealth Strategies...
The course will take place in Fort Worth on June 8-10, 2011. Highlights include:2011 Statutory Changes Affecting Probate, Guardianships, Trusts, Powers of Attorney, and Other Areas of Interest to Estate and Probate PractitionersA Look at Decisions in 2011 and Beyond...
Continue reading "State Bar of Texas Sponsors 35th Annual Estate Planning and Probate Course"
Graeme Wood has written an article, Secret Fears of the Super-Rich, The Atlantic Magazine, April 2011.The article discusses a recent study entitled "The Joys and Dilemmas of Wealth," suggesting that assets in the tens of millions of dollars and above may contribute to...
Danny King published a new article, Gene Simmons Plants a KISS on Estate Planning for the Rich, Daily Finance March 9th, 2011.Simmons has joined Cool Springs Life Equity Strategy, a Tennesse based advisory firm, to help the group attract wealthy...
Continue reading "Rock Star Gene Simmons Pitches for Financial Advisory Group"
The ABA has published its November 2010 E-News. The following articles are in the E-News:Power Your Practice with Free Tools from GoogleSeven Tips for Dealing wiht Deadbeat ClientsAlternatives to Billable Hour Work, say ABA PanelistsBuilding Credibility When You Look "too...
Brian S. Wesbury and Robert Stein, economists at First Trust Advisors in Wheaton, III. has published an article on their weekly column for Forbes magazine. They are predicting an average growth rate of 3% in the second half of 2010. A...
Tara Siegel Bernard has published an article in the New York Times entitled, "In Using Software to Write a Will, a Lawyer Is Still Helpful." Bernard utilizes four different softwares to help her draft a will. Afterward, she has an...
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Mike Moran, who writes for the Biznology blog, has published an article detailing what he expects to be four major changes that "the smartest" professionals in the marketing industry are trying to accommodate; they are:More technology: Moran notes that with...
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Tax Notes has published an article by Joseph E. Tierney III, Shareholder at Meissner Tierney Fisher & Nichols S.C. The article explains that Section 2511(c) was intended to stop incomplete gifts, which before the repeal of the estate tax were...