Happy Monday, and welcome back to our 2-part blog series. This final blog will discuss what types of work you should consider assigning to a Virtual Assistant after you’ve done the legwork of finding someone to hire. There are many tasks in your firm that can probably be completed by an offsite employee that you […]

In an ever changing and growing global economy, it should come as no surprise to you that Virtual Assistants (VA) are a thing of the present and the future. Today and Monday’s blogs will comprise a two-part blog wherein I will discuss the benefits of hiring a VA and some of the tasks you can […]

Qualified State Tuition programs, more commonly known as “529” plans are a great way to save for the education of loved ones. Contributions to the plans enjoy deferral of income taxation. When distributions are taken for qualified education expenses, like tuition, the distributions are income tax-free—even better! Normally, when a client has control over an […]

For 10 years, estate planning and elder law attorneys have been served the perfect local PR and community service opportunity: National Healthcare Decisions Day (NHDD). You’ve missed it until now? No worries. In 2017, you will have more opportunities to participate in this made-to-order event. To honor its 10th anniversary, NHDD is expanding to a […]

Have you visited the Academy’s new public site yet? If you have, you may have noticed a helpful new Live Chat feature that allows you to speak directly to a live human being to get immediate answers to all of your questions. Implementing Live Chat software on your law firm website is an excellent way […]

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

Unless you’ve been hiding under a rock lately, you most likely have heard all of the banter and issues going back and forth between Democrats and Republicans. On a daily basis – at all times of the day…it’s all over TV, Radio, Newspapers, and Social Media outlets. These National Media are doing Financial Advisors and […]

Julius Caesar signed a decree promising a reward of 300 sestertii (Roman coins made of silver or bronze) to any soldier that brought another soldier to join the Roman army, which would be the equivalent of roughly one-third of a soldier’s annual pay. This is, in essence, the first employee-referral system we know of in […]

The candidates’ standings in the polls go up and down. But how would each of them affect our clients and estate planning? Last week, we looked at Hillary Clinton’s tax plan. This week, we look at Donald Trump’s tax plan. First, estate taxes. Donald Trump would completely up-end the current transfer tax system: He would […]

As Election Day 2016 approaches, another important event is coming up this November as well: the annual Fall Summit hosted by the American Academy of Estate Planning Attorneys, Inc. The Fall Summit is a semi-annual event for the Academy, providing an opportunity for both learning and relationship building among Members and VIP guests. With more […]