As a farmer’s daughter from Nebraska, this time of year it always occurs to me that it’s “planting season.” Having spent the better part of the past 30 years marketing, it has been easy to pull that sentiment along with me, year round. In estate planning practices, it is clear to us here at the […]

Sometimes, estate planning attorneys deal with some unusual items. Our clients have collections of items, like baseball cards, books, or dolls. Some of these items can be quite rare and valuable. Other times, the items may not have significant monetary value, but they may have great emotional value due to the connection with the individual […]

At the Academy we talk a lot about taking time to work on your business, not just in your business. Consciously stepping away from the day to day operations of your firm to focus on things like your Why, your strategic and marketing plans, workflow operations, technology, and more are just as important as your personal […]

Search engine optimization is an essential ongoing process to make sure your website ranks highly for relevant keywords and can be found by people searching for legal assistance. Google, the most widely-used search engine, has a complex algorithm used to determine how highly your law firm’s website is ranked, based on a number of factors […]

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 A major question […]

Spring cleaning is, to no one’s surprise who knows me at all, one of my favorite times of the year. I’m a minimalist at heart, so the thought of purging the old and no longer needed/wanted items in my own home as well as in my toolbox of marketing tips, tricks, keepsakes, and inspirations gives […]

It’s basketball time in Kentucky!  The March mess of snow and ugly weather has been replaced with the spreading March Madness mindset that sweeps across our state each spring. Seemingly sane people who catch the fever show symptoms of uncharacteristic obsession. They wear red (Louisville Cardinals) or blue (University of Kentucky).  University flags, buttons, shirts, […]

Sometimes, an attorney, advisor, or other person close to the client serves as the trustee of an irrevocable life insurance trust (“ILIT”). This seems simple enough. The client contributes money and the trustee sends Crummey notices to the beneficiaries. However, even during the life of the insured, there are real fiduciary duties which a trustee […]

Relationships are the most valuable assets an attorney can possess. You don’t agree? Regardless of how large or small your practice is, how much revenue you generate, or how superior your products and services are, it won’t make any difference if you lack “relationship capital.” Traditionally, relationship capital was built through face-to-face connections via meetings, […]

If you know me you know I am obsessed with my four-legged friends, Kaiya, a 4-year-old rare sled dog who has a nose for days, and Tucker, a 1-year-old golden retriever who has more energy than the energizer bunny. I am not alone in this obsession. According to the ASPCA, “it’s estimated that 70-80 million […]