In recent years, rising healthcare and nursing home costs, are causing more people to choose personal in-home care for adult friends or relatives. In fact, the National Alliance for Caregiving estimates that “65.7 million Americans (or 29 percent of the U.S. adult population involving 31 percent of all U.S. households) served as family caregivers for […]

As most estate planning attorneys know, if the government is thinking of closing a loophole, it probably means it is an effective strategy. Last week, I discussed the potential closing of the so-called “backdoor Roth IRA” loophole. This week, I’ll discuss “GST” exemption and dynasty trusts in broad terms (there are many technical issues beyond […]

Each July marks the start of a new year for the Peak Performers Program, an executive coaching program for Academy Members to transform their practices and their lives, led by President Robert Armstrong and CEO Sanford M. Fisch. The month is full of excitement for the class of incoming First Year Peak Performers and the […]

DEAR PBC,Help! I let an employee go today. In all honesty, this person was not working out and I should have let them go a long time ago. I know I need to hire slow and fire fast but I need some help to fill the position ASAP! Should I look at an employment agency […]

As most estate planning attorneys know, if the government is thinking of closing a loophole, it probably means it is an effective strategy. In this case, the Obama Administration is proposing to close the so-called “backdoor Roth IRA” loophole. A Roth IRA can be a particularly attractive device because, unlike a traditional IRA, neither the […]

TED talks – TED stands for Technology, Entertainment and Design – are all about ideas worth spreading. Some popular TED talks online focus on death and end-of-life issues.On September 12, 2015, I’m going to present a TEDxABQ talk about taking death out of the closet, talking frankly with your family and making end-of-life plans, including […]

Has this ever happened to you during your seminars? You come to the end of your presentation and you say, “Does anyone have any questions?” and no one raises their hand? There’s that awkward silence and everyone is looking around to see who will go first? That’s NOT the way to end your presentation and […]

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 What do they […]

So your clients complete a Health Care Power of Attorney and maybe a living will in your office. And you think you’re done helping them protect their medical wishes, right?  Think again. A new study just discovered that for people with cancer, the simple act of completing a HCPOA is not enough to help them […]

Google is at it again!  They’ve recently initiated a refresh of their Panda search filter, which sifts through the millions of live websites, in order to reduce the rankings for low-quality sites. Panda targets sites that have poorly written, thin, and duplicative content. It’s a site-wide penalty, meaning that if the majority of pages on […]