This is another in a series of blogs on the basics of estate planning. Last week, I discussed how the transfer of real estate into a trust could trigger issues regarding Homeowner’s Insurance and Title Insurance. There are many other issues to consider. This week, I’ll look at tax and asset protection considerations. Taxes Capital […]

The world of online marketing moves at a fast pace as Internet users regularly turn to new apps and the latest social networks to consume content and make connections. One growing trend is the demand for video content. Both established platforms and new entrants into the video field, from YouTube to Facebook Live, make video […]

As people age, the mind changes in many ways. One negative side effect of aging is a gradual decline in cognitive ability, which can manifest itself in many different ways. One of which is a difficulty in handling finances. According to the National Center for Biotechnology Information, “the ability to perform simple math problems, as […]

This is another in a series of blogs on the basics of estate planning. This week, we’ll look at some considerations in funding real estate into a trust. Funding real estate into a trust can be a great way to avoid probate, gain administrative flexibility, etc. However, funding real estate into a trust is not […]

Health care agents (or surrogates/proxies/powers of attorney) play a much bigger role in fulfilling your clients’ health care wishes than you or your clients may realize. The findings from one of just a few studies on this topic may surprise you. Did you know: These statistics make it clear that choosing a surrogate decision-maker should […]

Are your clients wondering what information they need to create a moving, memorable memorial service or funeral? They can use this handy checklist of questions to have answered BEFORE a loved one dies. Many of these questions are directed to “you,” but you can direct them to someone else. Have arrangements been made for cremation or burial […]

This week I’m sharing a blog from the office of Dave Zumpano, who focuses in Medicaid and Elder Law planning. I’ll be sharing blogs from the office of Dave Zumpano monthly in this space. Now, here’s the blog from Dave’s office:Blog Author: David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner […]

From witnessing hundreds of seminars and receiving feedback from hundreds of advisors creating the presentations, I have gathered some invaluable data as to which dynamics and techniques make the biggest difference in converting attendees to appointments at your events. You’ve probably heard that you have the best probability of securing an appointment when your prospects […]

Attracting and retaining talent has been one of the top ongoing challenges faced by Companies today. Providing a competitive total compensation package for employees may include designing a short-term incentive plan to not only attract potential candidates, but to motivate current employees. A short-term incentive pay plan is a formula-driven plan designed to reward the […]

On March 23, 2010, President Obama signed the Patient Protection and Affordable Care Act, also known as Obamacare. In addition to health care exchanges and a personal mandate to have health insurance, one of the most visible features of Obamacare is the 3.8% surtax on net investment income for wealthier taxpayers. This health care legislation […]