ADAPT Blog2021-06-30T17:16:33+00:00

Newsletter Q2 2023

ADAPT Newsletter Q2 2023   ADAPT has been busy working on improving our solutions and our users’ experiences by updating our document templates, addressing formatting in the assembled document, and continuing to enhance and improve the platform. Since our last newsletter ADAPT has introduced EP Professional and added Irrevocable Trust Documents. Spring has sprung and we hope that you are [...]

May 20th, 2024|Newsletter|

Newletter Q1 2024

ADAPT Newsletter Q1 2024 A message from management On behalf of ADAPT, I’d like to thank you for your support this past year as we continue to enhance the ADAPT platform and to improve upon the legacy of Fore! Trust software. I have heard from many of you this past year on the things you like about the ADAPT offerings [...]

May 20th, 2024|Newsletter|

Key Facts and Figures for Estate Planners

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Key Rates and Figures for Estate Planners 12/30/2022 An updated list of relevant federal and state tax rates and key figures. By: Mark Hevrdejs, JD, LL.M In developing estate plans that seek to minimize taxes, there are a number of key figures and rates that a [...]

January 16th, 2023|Estate Planning Resources|

Working with Your Clients: The Importance of Regularly Updating or Redoing Their Plans

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Most clients feel a sense of relief in getting their will or trust completed.   It’s one less thing for them to worry about and there is a certain piece of mind in getting your affairs in order.  That said, it can be tempting for clients to [...]

July 31st, 2020|Practice Development and Marketing|

Glossary for Estate Planning Terms

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Estate planners have an extensive language of their own consisting of a wide variety of abbreviations and technical terms.  The vast majority of these terms tie into the numerous types of trusts and other entities that are used in planning whether it relates to tax planning, [...]

July 14th, 2020|Estate Planning Resources|
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