In last week’s blog, I discussed alternate valuation. I discussed how the date 6 months after the decedent’s death could be used to value the estate if both the estate tax and the estate value were reduced as a result of the alternate valuation election. I also discussed how a disclaimer could be used to […]

In our society when people become engaged they make a public announcement of their commitment to one another. Hopefully, prior to that time, they have come to know one another’s strengths, weaknesses, values, and plans for the future. Assuming they stay together during the engagement (probationary period) they begin what has the potential to be a […]

While Facebook and Twitter get most of the social media marketing buzz, LinkedIn is a powerful platform that often gets overlooked. Its 259 million users may be the exact audience you should be marketing your law firm to. According to the Pew Research Center, LinkedIn usage is especially high among: Educated (Bachelor’s degree or higher) Upper […]

This week’s blog is on alternate valuation, sometimes referred to as alternative valuation. Next week, I’ll be writing about disclaimers in greater detail. As I discuss in this week’s blog, disclaimers can often be useful in alternate valuation. Alternate valuation is an estate tax concept. Normally, you would value the assets in an estate as […]

www.aaepa.com/bloginvite Hey there to my favorite blogging community! Happy Monday to each of you from your Girl Friday. I know that Jennifer mentioned it a couple of weeks ago but I want to make sure you were paying attention… You may have heard that the Academy will be hosting a 2-Part Webinar Series for non-member […]

We found this great free online course for solo practice attorneys. The courses are apparently available until July 7th. How to Create a Solo Practice You Love andLive the Life You WantRegistration page: www.sarahporiss.com/310f The reason we heard about the course is because one of the interviews conducted by host, Sarah Poriss was with our […]

By now you may have gotten wind of some of the amazing takeaways that attendees walked away with from the Speaker School training held in Dallas last week. The training which was a HUGE success was led by Amy Cronise-Mead, noted trainer of advanced speaking skills and Director of Speaker Development for the Michael Port […]

Estate Planning attorneys often have misperceptions about “grantor trusts.” Certainly, clients understand them even less. Grantor trusts are an income tax concept, not an estate tax concept. When a trust is a grantor trust, it is income taxed to the grantor, pursuant to sections 671 to 677 of the I.R.C. (If a trust is not […]

In my last AAEPA post, I talked about drip marketing and offered examples of different kinds of effective email drip campaigns. To continue on topic, here are a few tips that you can implement right away to maximize your drip marketing success. Email drip campaigns can be effective in achieving many things: building relationships with […]

Of course we all hope that our employees are with us for the long haul but sometimes we learn that the person who was once full of potential and promise is no longer a fit and the inevitable must ensue – you need to let them go. Or worse, they quit unexpectedly. It’s never easy […]