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

Managing Your ADAPT Account

created by Michelle Cimino On veps.online click on the My VEPS Account dropdown menu in the top navigation menu. From the dropdown menu click on Pay My Invoice You will directed to a login screen.  If this is your first time attempting to log in you will need to create a password.  [...]

September 30th, 2020|ADAPT Technical Support|

Key Facts and Figures for Estate Planners

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC In developing estate plans that seek to minimize taxes, there are a number of key figures and rates that a planner needs to keep in mind.  Many of these are tied to cost of living adjustments so it’s important to keep a cheat sheet handy to [...]

September 21st, 2020|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|

Go to Top