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 […]

Short Answer: Absolutely! Let’s talk about why. eNewsletters have been a prime marketing tactic for many years. And while they may seem a bit old-fashioned, they are still proven to be a great way to stay in touch with your clients and prospective clients. What makes eNewsletters so successful is that they innately contain all […]

When there’s a death in the family, clients will turn to you for help regarding the next step with their estates. They may be struggling with other issues related to funeral planning – like how to write an obituary or a eulogy, and dealing with downsizing the deceased’s material possessions. The Doyenne of Death recommends […]

This week I’m sharing a blog from the office of Dave Zumpano, who focuses in Medicaid 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: The Office of David J. Zumpano, Esq, CPA, Lawyers With Purpose and Estate Planning Law […]

No. Not in the vast majority of cases, at any rate.This is the troubling conclusion in 2 recent studies. Both were in Emergency Departments, both using electronic health records (EHR). One study looked solely at patients over 65 — probably a sizeable portion of your clients. It found that: Most patients who said they’d completed […]

No matter how much the SEO and online marketing landscape changes, the one constant is the importance of backlinks.  A “backlink” is created when an external website links to your website.  In the old days of SEO, the more backlinks you had, the higher you would rank, but that’s no longer the case.  Now, the […]

This is another in a series of blogs on the basics of estate planning. Last week, we looked at the taxation of trusts. This week, we’ll look at some of the reasons we use trusts. There are many reasons to use a trust. Here are a few: Probate avoidance. This is not the most important […]

We live in a world where opinions are easily spread through various pathways online. There are Facebook, Twitter, and Instagram widgets, blog posts, online threads, and comment sections on almost every webpage out there. All of these forums allow our fellow humans to jump into a conversation and voice their opinion. Usually this would be […]

At a time when sharing your most recent favorite read with others is as easy as pressing a button and sending it to their mobile device, books are being read at a feverish rate, especially among the Millennial generation (ahem… yours truly…). Whether your preferred poison is audiobooks, Kindle readers, or good old fashioned printed […]

This is another in a series of blogs on the basics of estate planning. Last week, we looked at different types of trusts. This week, we’ll look at the income taxation of trusts. Trusts may be considered substantially owned by the grantor or another person. These trusts are commonly called “grantor” trusts. A trust is […]