Here’s a secret (shhh…!): Estate planning attorneys are human. We are not perfect. Over a series of four blogs, we’ll look at some common mistakes. Are you making any of them? In earlier blogs in this series, we looked at not coordinating the estate plan, not leaving assets the right way, and not discussing Medicaid […]

The Academy’s Girl Friday breaks down the somewhat confusing social media trend and explains their usefulness and importance in your own social media plan! Kathryn AdamsPractice Building ConsultantAmerican Academy of Estate Planning Attorneys, Inc.9444 Balboa Avenue, Suite 300San Diego, California 92123Phone: (800) 846-1555www.aaepa.com

Recently I participated in an HR Manager Roundtable. With summer coming to an end and the fourth quarter of the year nearly upon us, open enrollment was the top topic. It got my wheels turning on employee benefits in general, and specifically, those that reach beyond traditional medical and health insurance, PTO and retirement savings. […]

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 Over the last […]

If you think hiring a professional is expensive, wait until you hire an amateur. Whether your estate planning practice is a small, medium or large law firm, there’s one distinctive characteristic that can be found in every successful firm: teamwork. Of course, that teamwork is created with great hiring, training, follow-up direction, motivation and leadership. […]

The “magic” of social media is almost overwhelming! Are you Linked Up with LinkedIn? Is your face or your law firm on Facebook… have you claimed your AVVO profile, are you writing a blog… or are you waiting for the fad to pass? Nobody is going to fly over law firms and sprinkle fairy dust […]

Here’s a secret (shhh…!): Estate planning attorneys are human. We are not perfect. Over a series of four blogs, we’ll look at some common mistakes. Are you making any of them? In earlier blogs in this series, we looked at not coordinating the estate plan and not leaving assets the right way. In this blog […]

We are a nation of unbridled consumers – and as we age, all those consumer goods have to go somewhere – given to our heirs or to charitable organizations, sold or given to strangers or carted to the dump. When you look at the numbers, adults have a lot of downsizing to do. According to […]

Happy Friday, knowledge seekers! Many of you are aware that your Girl Friday (that’s me) has taken on a new role here at the Academy. In my new role as Academy Practice Building Consultant, I have been given the opportunity to work with some of the greatest minds in the Academy on a daily basis […]

Here’s a secret (shhh…!): Estate planning attorneys are human. We are not perfect. Over a series of four blogs, we’ll look at some common mistakes. Are you making any of them? In an earlier blog, we saw that not coordinating the estate plan was the first mistake. In this blog, we’ll look at the second […]