Congress gave us an early Christmas present by passing permanent Charitable IRA rollover legislation, the Protecting Americans from Tax Hikes (PATH) Act of 2015. In the past, Congress would pass such legislation, but it would only be effective for that year. Typically, Congress would pass the legislation just before the holidays, and it would be […]

The cremation rate in the United States is predicted to surpass 50% nationally in 2016. Are your clients in those states that choose cremation at a higher rate? How does that impact their estate planning? According to the Cremation Association of North America (CANA), as of 2014, the top five states in percentages of cremation […]

DEAR PBC, I know networking is important and something I should be doing on a regular basis, but with my current efforts I’m not seeing an immediate return on the investment of my time and money. What should I be doing to make sure I am making the most out of these meetings? Sincerely,NETWORKING NOVICEDear […]

This week I’m sharing a blog on Medicaid from Dave Zumpano, who focuses in Medicaid planning.  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 clients who come into my office in search of “qualifying for Medicaid” are concerned […]

It’s that time of year again. Time for clients to gather with family and friends, make gift lists a mile long, express gratitude. And – if you can convince your clients – to discuss health care wishes and goals. But you don’t want to give your clients a “downer” assignment around the holidays. We know […]

As the end of 2015 approaches, here is a list of 10 things you can do this month to prepare for the new year and kick off 2016 with a bang. #1  Your 2016 Marketing Plan If you haven’t already, draft it and fine tune it. Your roadmap toward achieving your goals is a numbers […]

This is the ninth in a series of blogs on How to Practice in Estate Planning. This series is designed for attorneys who are currently practicing in another field and wish to transition to Estate Planning and Elder Law. However, many of the suggestions in this series will be equally applicable to a new attorney […]

In addition to this being the perfect time of year to reflect on how things have gone over the past 12 months and how things will go in the coming year, it’s also pretty important to get organized. Feel free to steal whatever you want from my Year End Checklist!​ Everyone has a different way […]

Law firms that market their services online understand the importance of search engine optimization, and particularly of ranking highly on Google. Because ranking highly can mean the difference between being found online and getting very little website traffic, understanding how Google ranks sites is one of the keys to successful online marketing. Now for the […]

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 practitioners inquire […]