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. [...]
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 [...]
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 [...]
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 [...]
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, [...]