You may not know it, but you help your clients do Advance Care Planning (ACP). ACP is medical jargon for discussing end-of-life health care wishes and creating advance directives (Health Care POAs, Living Wills, HIPAA Releases, etc.). Starting in 2016, Medicare is now paying doctors when they have advance care planning conversations with their patients […]

Using Facebook to make connections should be a part of every smart online marketing strategy. Posting engaging content that encourages sharing is just the start of making effective use of Facebook. Facebook now has a new tool, Audience Optimization, that allows you to better engage your audience and improve the relevancy of the content that […]

Clients often give detailed thought to their plans and know down to the last bauble to whom things should go. But, then they choose their fiduciary (trustee or executor) seemingly with little thought to the role in which they would serve. Clients gloss over the importance of the fiduciary. But, estate planning attorneys know that […]

Twenty-one years, 490,000 direct marketing campaigns and more than 17 million prospects later, my belief that consumers prefer meeting face-to-face when it comes to making important life decisions, like Estate Planning, is as valid now as it was then. The formula for why people respond to direct mail hasn’t changed; if anything, we have validated the […]

The holidays have come and gone and now the “real world” is knocking on our front door. It feels like New Year’s was months ago as we acclimate back to our regular schedules. Here in Kentucky, all of the warm festive feelings are ushered out as the cold sets in. That cold might cause us […]

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 The question of […]

One of the most beautiful things about recording deeds or any documents for that matter with a governmental body, is their right to change fees. County recorders do announce ahead of time that fees will increase by x dollars at some point in time and fortunately it does not happen all that often, but with […]

Over the years I’ve learned that more often than not, event attendees remember how you make them feel. A warm reception, personalized materials and having information available before they need to ask for it (restaurant guides if they will have a break in the area, daily agenda details on display, etc.) will make them feel […]

Thinking about our own mortality can be difficult. But, as we age, some of us get more comfortable with what we know is a natural, inevitable process. It may not seem intuitive, but as we age, most of us would like to discuss our thoughts on our end-of-life decisions, according to a recent poll by […]

Among the challenges estate executors face – one that doesn’t get talked about much – is all the stuff they have to contend with from the deceased’s household(s). How can you help your clients maximize enjoyment of their possessions and minimize the sheer volume of objects heirs will one day have to contend with? Downsize. […]