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Leimberg Information
Daily updated information and newsletter portal with a who is who list of contributing authors and experts in the estate and financial planning fields. It is an unbelievable wealth of information and also features excellent search capabilities from a huge number of sources.
If one is in the investment world they generally read the Wall Street Journal on a daily basis. In my humble opinion, if one is in the world of estate planning in any capacity, no matter which discipline whether attorney, trust officer, insurance professional, financial planer or accountant, they should be reading LISI on a daily basis. It is that significant of a publication!
The LISI home page features four column with links. The first column is the daily newsletter column. Most of the newsletters are on estate planning but some are also on employee benefits, life insurance, charitable planning, asset protection planning, etc. Typical authors include Jonathan Blatmachr, Larry Brody, Larry Katzenstein, Natalie Choate, Bob Kleeber, Steve Akers,Steve Oshins, Howard, Zaritisky, Steve Leimberg and others. The second column shows the Actual Text from recent court decisions, revenue rulings, etc. The third column features Pod Casts - including the One Minute Pod Casts on timely subjects. Generally the pod casts feature notable speakers. A lot come from Bob Keebler. The last column features Blog watches on a variety of topics, which also include practice management.
The website also archives an unbelievable amount of stuff, including all of the stuff from the four columns on the home page.
A lot of the newsletters comment on recent court cases and rulings. Quite often the newsletters will feature articles, that generally run on separate days, that comment on significant ruling and topics by different authorities, some of whom do not always agree. A perfect example was the articles on the claw back issue. The articles can vary in length from very short to rather long depending on the topic, and remember most are written by attorneys.
Here is the great news from the NAEPC perspective. I believe we charge each subscriber an annual fee of $20. If you purchased a subscription on your own the cost is now $29.95 per month. There are, however, two differences which are remarkably minor. The first is the newsletter is not sent on a daily basic to your email inbox. With the NAEPC subscription you have to go to the website and pick up the articles from the list of the most recent on the homepage or go to the page where all back articles and newsletters are stored. The other difference is that the individual subscription includes the use of certain calculators which are not included on the NAEPC version of the subscription. On the other hand, look at the cost differential - $20 vs. almost $360.