Good news from the world of advance care planning legislation. On June 10, Senators Johnny Isakson (R-GA) and Mark Warner (D-VA) introduced the Care Planning Act of 2015. The key provision of this bipartisan bill is a new Medicare benefit called “Planning Services.” This would provide the opportunity for your clients who have Medicare and […]

Happy Friday, entrepreneurs! Just popping in today with a quick reminder about the Academy’s Strategic Planning Webinar on July 16, 2015 at 2pm PT (5pm ET). If you haven’t registered, don’t forget – do it now! If you have already registered, make sure you have the webinar on your calendar and you make time to […]

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 break-even point […]

The cover story on the June 22nd edition of Time Magazine is about using HR assessments to predict and coach employee behavior. The magazine devoted five full pages to the topic in an article titled, “How High Is Your XQ? Your next job might depend on it.” Curious? I read it so you don’t have […]

Facebook has released a new feature and anyone who blogs or who is interested in social media marketing should take note. The new feature, referred to as “Authorship” will attach the name of the author to any piece of published content. Any time the content is shared, the author’s name goes with it. Hovering over […]

On June 26, 2015, in a 5-4 decision in Obergefell v. Hodges, the U.S. Supreme Court held that there is a fundamental Constitutional right to marry which includes same-sex couples. The Court also held that same-sex marriages performed in one state must be recognized by every other state. Justice Kennedy, writing for the majority, started […]

If I had a dollar for every time someone asked me the best way to handle appointment cancellation calls, I’d be a rich woman. So, I thought I’d take this opportunity to talk about some tried and true ways to handle the inevitable. Now, before we dive into this, I wanted to note that there […]

As we get closer to the Academy’s Strategic Planning webinar on July 16 at 2pm PT (5pm ET), I have received quite a few questions about what you can expect from this webinar. I’m here to answer all your questions! Great question! While the Academy systems are uniquely designed to transform estate planning law practices, […]

To be a successful seminar marketer in todays ever increasingly connected marketplace, ensuring your firm’s basic online information is accurate and up-to-date is critical. In fact: 50% of all mobile searches are conducted in hopes of finding local results, and 61% of those searches result in a purchase. (Search Engine Watch), and 86% of consumers […]

This is the third in a series of blogs on How to Practice in Estate Planning. I’ll sprinkle this series in among my typical timely blogs. 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 […]