The Academy’s Peak Performer groups recently concluded their final in-person meetings of the Peak year, and they were simply remarkable. For those who are unfamiliar with the program, in short, the Peak Performers Program is an executive coaching program with Robert Armstrong and Sanford M. Fisch for Academy Members looking to take their practice to […]

Just a few weeks ago, we completed our annual Member Services Retreat. Although it takes a bit of planning and prep work from each department, I always look forward to spending this focused time together. It is a great opportunity for reconnecting and reflecting with other departments on how we did with goals we set […]

This is the first 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 […]

In the course of estate planning with your clients, you may be called upon to answer a few questions about funerals and death care. Why not share your knowledge of these “fun funeral facts” at the next soiree you attend? Casket Versus CoffinA casket is a rectangular box with a lid. A coffin is a […]

Last week I talked about the different types of meetings as well as how to prepare for a successful, efficient meeting with the right people, the right agenda, and the desired outcomes. Today we’ll finish up this two-part blog by reviewing some bonuses to holding successful meetings, a quick list of rules of engagement for […]

This week, Alabama became the 37th state to allow same-sex marriage. A federal district court judge in Alabama had found that Alabama’s ban on same-sex marriage violated the U.S. Constitution. U.S. District Judge Granade had stayed her decision until early this week. Earlier this month, the 11th Circuit of the U.S. Court of Appeals refused […]

If you’ve spent the last fifteen years, as I have, with ESPN as the background soundtrack in your home, you no doubt know Stuart Scott. But even if you haven’t, you probably heard this ESPN anchor eulogized last month in the mainstream media — on his untimely death January 4 at age 49. In 2014, […]

There was a recent discussion among several Academy Members regarding what made a law firm event, such as an educational seminar or client appreciation celebration, successful. Is it the day of the week or the hour of the day the event is held? Is it more advantageous to hold the event at a hotel or […]

There is a new tool in planning for the disabled. There are many types of savings plans on the block. Each plan has its own little niche. A 529 plan can be a great tool for someone who will use the assets for education. This is because a 529 plan is income tax-free if used […]

Meetings. Love them or hate them, they are an integral part of any business. Whether you need to make sure your team is all on the same page of a project; plan for future projects; or communicate updates and changes within the company, gathering everyone in the same space for a designated length of time […]