Social Media for Estate Planners

Social Media for Estate Planners

About the Social Media for Estate Planners Group

While we estate planners plan for the what ifs, we do need to know what's going on right now. And that means we need to understand how using social media such as LinkedIn,... more »
While we estate planners plan for the what ifs, we do need to know what's going on right now. And that means we need to understand how using social media such as LinkedIn, Facebook and Twitter can help us attract our ideal clients.

This is an open group for anyone interested in this topic, including:

Lawyers
CPAs
Insurance agents
Financial planners
Wealth managers
Wealth consultants
Investment managers
Bankers « less

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Most Popular Discussions

Mitchell R. M.

Mitchell R.

Google Plus is brand-new -- still in beta -- so I haven't even tried it yet. But this is an interesting article about "circles" and...

Users of Google+ are quickly coming to the conclusion that one of the game changing features offered up by this new social network is the following and sharing filter called Circles. For those that have not yet wandered into...

posted 10 months ago

Steve G. 22 hours ago • Edit • This is terribly exciting to me and I want to explore it. Who is using Circles effectively and would be willing to link me to a good how-to ... »
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John A "JohnA" W. Steve G.
Chris S.

Chris

Here’s a Twist stapleslaw.wordpress.com

Any practitioner in the area of estates law will know that there is no end to the disputes that arise between family members in connection with the administration of an estate or how an elderly parent should be cared for.  With...

posted 15 days ago

Mitchell R. M. 9 days ago • Edit • JUst an illustration of the principle that anybody can sue anybody for anything. Does Canada fdllow the British rule or the American ... »
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Mitchell R. M.
Charles S. R.

Charles S.

Death Tax Defying

appraisenj.com appraisenj.com

posted 1 month ago

Norman G. 1 month ago • Edit • The practicalities, including that of states having to compete with each other, arfe reqasonable. But nothing about the estate tax is more ... »
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Norman G.
Deborah J.

Deborah

If their IPO riches weren’t enough, insiders at Yelp and Facebook are skirting taxes with $100 million Roth IRAs and $150 million tax-free gifts.

posted 2 months ago

Norman G. 2 months ago • Edit • Norman likes this. »
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Deborah J.

Deborah

Have sentimental items set off feuds in your family? Share your story in the comment space below my latest blog post on Forbes.com.

posted 7 months ago

Shawn J. R. 2 months ago • Edit • Shawn J. likes this. »
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Steve G.

Steve

Like to hear what others are doing

I have two blogs, an E Mag, a website and some profiles. Also use Linkedin, twitter, and FB. I'm also interested in looking at your ...

posted 3 months ago

James B. 2 months ago • Edit • James likes this. »
See all 3 comments »
Matthew W.
John O.

John

Love to hear some experiences using social media to expand referrals. One of my commitments for 2012 is to go all in with social media...

posted 3 months ago

Kevan B. 3 months ago • Edit • @Rod. Interesting article and I appreciate his point but If I going to put time and money in marketing I want it to work in a real sense and ... »
See all 24 comments »
[Rod B. Kevan B. Kevan B.
Deborah J.

Deborah

I'm not a betting woman, but I'd wager all my Apple stock that the family of Steve Jobs won't owe Uncle Sam a dime of estate tax.

posted 7 months ago

John Rogers B. 6 months ago • Edit • John Rogers likes this. »
See all 3 comments »
Norman G. Mitchell R. M.
Charles S. R.

Charles S.

Tax Court Rules That Assets Transferred to FLP Are Includible in Gross Estate

appraisenj.com appraisenj.com

posted 6 months ago

Nina S. 6 months ago • Edit • Link still not coming through. »
See all 4 comments »
Edward S. Frederick S. Nina S.
Deborah J.

Deborah

Herman Cain's 9-9-9 plan had me so depressed this morning, I could almost have eaten pizza for breakfast. The idea that a guy peddling a tax system that would so favor the rich -- at the expense of everyone else -- could be a...

posted 7 months ago

Deborah J. 7 months ago • Edit • Thanks for chiming in, Norman. I appreciate your sharing these thoughts. »
See all 5 comments »
Deborah J. Norman G. Deborah J.
Mitchell R. M.

Mitchell R.

Decoding Our Chatter online.wsj.com

Want to monitor an earthquake, track political activity or predict the ups and downs of the stock market? Researchers have found a bonanza of real-time data in the torrential flow of Twitter feeds.

posted 7 months ago

Norman G. 7 months ago • Edit • Norman likes this. »
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Mitchell R. M.

Mitchell R.

Is there someone in the group who already is using social media marketing? Can you tell us what you are doing and how it is working?...

posted 10 months ago

Jeffrey G. M. 8 months ago • Edit • We use social media as a way to generally stay in the forefront of peoples minds. The best results are usually when I place a quote or ... »
See all 8 comments »
Bill K. Mitchell R. M. Jeffrey G. M.
Mitchell R. M.

Mitchell R.

Let's start this new LinkedIn group by sharing Twitter usernames. Write this way for a hot link here on LI: http://twitter.com/millertaxlaw

If you're not yet on Twitter and you want step-by-step instructions on setting up your Twitter profile, you can get a FREE report at htt ...

Mitchell R. Miller (MillerTaxLaw) is on Twitter. Sign up for Twitter to follow Mitchell R. Miller (MillerTaxLaw) and get their latest...

posted May 23, 2011

Endy U. 8 months ago • Edit • Doing this on twitter would be one more task in addition to the email, phones and fb. »
See all 56 comments »
Shannon M. Edward S. Endy U.
Mitchell R. M.

Mitchell R.

Google+ is expected to become the next big social media site.

Google+ profiles offer the opportunity to have a strategic headline similar to the headline you can have on your LinkedIn profile.

posted 10 months ago

Mitchell R. M. 9 months ago • Edit • That's it? Doesn't sound like something very exciting. »
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Bill K. Mitchell R. M.
Mitchell R. M.

Mitchell R.

If marketing and promotion are the actions your company takes to let people know what products and/or services you offer, strategic marketing is directing those actions to the people most likely to buy your products or services.

posted 10 months ago

Norman G. 10 months ago • Edit • Norman likes this. »
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Mitchell R. M.

Mitchell R.

Here's an aspect of social media -- a guest post by Phyllis Zimbler Miller that includes a link to a new eBook that Phyllis and I just...

http://www.seniorcorrespondent.com/articles/2011/07/14/the-new-opportunities-in-ebook-platforms.193732

posted 10 months ago

Mitchell R. M. 10 months ago • Edit • Thanks, Dagmar, for liking this comment. I'm excited about the new opportunities that eBooks offer. And if this is the kind of novel ... »
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Mitchell R. M.
Mitchell R. M.

Mitchell R.

Here's an interesting blog post I came across. What do you think?

Yes, I’m quitting Twitter. After 2.5 years, 2,154 followers, and 2,917 tweets, I have officially called it quits on Twitter. And I believe other professional…

posted 12 months ago

Lori W. 10 months ago • Edit • Lori likes this. »
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Eric G.

Eric

IRS Summit 2011 - Los Angeles - August 25, 2011

US Tax Court Judge Mark Holmes on procedure for attorneys in tax court matters. 8 IRS Agent panelists. Top T&E attorney panelists. 8 ...

posted 11 months ago

Mitchell R. M. 10 months ago • Edit • Eric, this is a marketing group, not a technical group. Please save postings like this one for the many technical estate planning ... »
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Mitchell R. M.

About this Group

  • Created: May 23, 2011
  • Type: Professional Group
  • Members: 310
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