VEPS Resources2020-09-21T14:38:36+00:00
3009, 2020

Managing Your ADAPT Account

September 30th, 2020|Categories: Guides|

created by Michelle Cimino On 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.  You can do this by clicking and following the instructions Lost your password? Using the email address that the invoice was sent to as your username - reset your password Once you have entered [...]

2109, 2020

Key Facts and Figures for Estate Planners

September 21st, 2020|Categories: Uncategorized|

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 make sure you are using the most up to date numbers. Annual Gift Tax Exclusion: This is the amount that someone can give to another person during the calendar year without having to pay gift tax. Originally under IRC Sec. [...]

2608, 2020

VEPS Registration Page Settings

August 26th, 2020|Categories: Guides|

Registration Settings - by Michelle Cimino Customer Service Manager New Additions – Customized Registration Page Settings: In an effort to create a more customized registration page for you and your clients we have add new options for you to customize the information on your registration page. Now you can customize your company information that is visible on the Client Registration Page. Here are the new additions that you can turn ON or OFF with a check of the box. Display Address 1&2 Display City Display State Display Postal Code Display Phone Display Email Please note that the information that [...]

3107, 2020

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

July 31st, 2020|Categories: Client Maintenance|

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 forget that new will or trust won’t last forever.  Rather, it’s important to remind your clients that getting a will and/or trust in place is the first step in a process.   While getting an estate plan in place is important, [...]

1407, 2020

Glossary for Estate Planning Terms

July 14th, 2020|Categories: 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, asset protection or accommodating someone with special needs.  This glossary is a quick way of refreshing your memory on what some of these are and what specifically they are designed to do. Beneficiary - This is the person, entity, or [...]

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