This is another in a series of blogs on the basics of estate planning. In the last blog in the series, we looked at the different types of revocable trusts for different family situations. This week, we’ll look at how trusts may be used to help with Medicaid planning. Today’s estate planning is about more […]

Sometimes during our coaching calls with attorneys, it comes up that the fees collected for the services provided are too low. Typically, when you’re setting fees, are you considering the value of your advice, the experience, the time investment to produce the quality of services and peace of mind clients need…. along with the liability […]

Local SEO is an effective form of local online marketing that allows local businesses, such as your law firm, to promote their services to local clients.  Over the last several years, local search engine optimization has become significantly more important.There are now approximately seven billion unique local searches per month on Google in the United States alone. Clients are […]

This is another in a series of blogs on the basics of estate planning. In the last blog in the series, we looked at the income taxation of trusts. This week, we’ll look at the different types of revocable trusts for different family situations. The first and simplest to understand is the unmarried trust. This […]

I’ve been a member of the Academy team for almost 10 years. When I stop to think about what has impacted me the most, one of the first things that comes to mind is what I’ve picked up at our Peak Performers Meetings. Let me offer a little background about the program. Our Peak Performers […]

I’m the owner of a small business, and providing health insurance to my employees is a difficult task. I’ve heard about something in the new 21st Century Cures Act that might make it easier to accomplish. Will you explain? While most of the media attention around the 21st Century Cures Act focused on the provisions […]

This is another in a series of blogs on the basics of estate planning. In the last blog in the series, we looked at the income taxation of trusts. This week, we’ll look at the different types of sub-trusts that may be created under a trust (or a Will). A trust may be created during […]

Is our next Boot Camp for you? Mark your calendar and join us on February 7th at 2pm PT / 5pm ET to find out! We’re inviting non-Member motivated entrepreneurial attorneys who are interested in the secrets to taking their estate planning firm to new heights with our upcoming Boot Camp and Summit in Indianapolis, […]

Last week while sitting at a restaurant with my husband and two sons, we had an interesting conversation about how often we each check online reviews. While I am pretty diligent about checking reviews before buying products or visiting a business for the first time, I was surprised to hear how much value my family […]

Last week, I attended the Heckerling Institute on Estate Planning. There were many good sessions at the week-long conference. One of the breakout sessions was Protecting Client Privacy and Security. That was a scary session which discussed a wide array of privacy and security concerns, including physical and computer security. The session made me reluctant […]