At our recent Academy Spring Summit, I had the pleasure to meet and listen to Jim McCauley, the Ethics Counsel for the Commonwealth of Virginia. Jim presented: Ethical Considerations in Cloud Computing. What is Cloud Computing? It is the use of a remote network of servers to store, manage, and process data. In short, Jim […]

As life expectancy continues to rise and medical costs increase, many adult children who take on the responsibility of caring for their aging parents are finding themselves faced with quite a dilemma. Because many simply don’t have the financial means for professional care, they’re faced with administering a considerable portion, if not all, of the […]

Regardless of a family’s financial situation and assets, estate planning is an important matter that should be addressed ahead of time. While there is a common misconception that this is reserved only for the wealthy with a laundry list of assets, estate planning is applicable to a large number of people. In fact, an estate […]

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 When Medicaid planning, […]

The use of funeral celebrants is growing, and you and your clients need to know about them. Why? According to a 2015 study by the Pew Research Center’s Forum on Religion and Public Life, 56 million Americans have no religious affiliation, making “nones” the second largest religious group after evangelicals. And their numbers are growing. […]

One of my goals this year is to examine each area of my life, look at what’s working well and what’s not, and discover what may be missing that would give me more power and satisfaction in that area. As a result, my relationships with family and friends have grown, and I am actively looking […]

I recently returned from Atlanta and the Carter Center. I am pleased to serve on the National Planned Giving Advisory Board of the Carter Center with many nationally-recognized leaders in the fields of Estate Planning and Philanthropy. In our recent meetings, we explored many interesting aspects regarding estate planning, especially regarding charitable giving. For example, […]

Part of my role at the Academy includes managing our social media presence and engagement. As such, I always have my eye out for a really useful tip or system I can employ or use a version of to make my efforts more efficient and more powerful. While doing some research recently, I came across […]

At a recent forum in Manchester, NH, Jeb Bush discussed the topic of advance care planning — with rather unexpected results. The subject came up in response to a question about his involvement in the Terri Schiavo case back in 2005. During his tenure as governor of Florida, Bush signed a law (subsequently deemed unconstitutional) […]

Last Tuesday, April 28, the U.S. Supreme Court heard oral argument in Obergefell v. Hodges and its companion cases. In this case and its companion cases, the 6th Circuit of the U.S. Court of Appeals had upheld state bans on gay marriage and / or the right of states to refuse to recognize gay marriages […]