In a blog last month, I wrote about Roth IRAs and promised a future blog regarding conversions from a traditional IRA to a Roth IRA. As I explained in last month’s blog, with traditional IRAs and 401(k)s, the contributions to the accounts are deductible when made. The money in those accounts builds tax-deferred. On the […]

April 16 is National Healthcare Decisions Day (NHDD). The purpose of this day is to raise awareness about creating advance directives and talking about health care wishes (this process is also known as “advance care planning”). Yes, April 16 is in 5 days. But there are things you can do that are not time-consuming! You […]

You may have noticed an emerging trend in the last few years where more and more companies have a team of many or, in some cases, entirely remote individuals. Here at the Academy, we actually have more people working remotely than we have in the office! The ability to have a team comprised of employees […]

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 Many Medicaid planning practitioners […]

You have a Facebook profile. I have a Facebook profile. My grandma has a Facebook profile. Guess what? Your clients are on social media, which means that you need to be too. Let’s chat a bit about who is on social media and where you can find them. (Hint: everyone is on social media.) Google […]

Email marketing is a form of direct marketing that aims to reach current and potential customers through email contact. Broadly speaking, every commercial email sent out to an individual or a group of people can be considered email marketing, from an email thanking someone for providing their contact information to an e-newsletter. Successful email marketing, […]

When a client walks into an estate planning attorney’s office, the client often is thinking of their own needs, such as how will the planning impact on the client’s: But, many clients do not consider the impact on their children of their planning strategies until the prudent estate planning attorney raises the subject. Here are […]

We were looking for something that would energize our lives and our practice. We joined the Academy – and it has transformed our lives. In my estimation, there is no other or better way to come up learning what the law, and the people and the systems are all about. We were looking for something […]

We were looking for something that would energize our lives and our practice. We joined the Academy – and it has transformed our lives. In my estimation, there is no other or better way to come up learning what the law, and the people and the systems are all about.

We were looking for something that would energize our lives and our practice. We joined the Academy – and it has transformed our lives. In my estimation, there is no other or better way to come up learning what the law, and the people and the systems are all about. We were looking for something […]