We are pulling together THE ACADEMY’S GREATEST HITS—1993 through 2013. There are eight courses that we’ll be offering to non-Members at no charge during our 20th year, (Members feel free to sign up and review!). Each week we’ll give you the summary of ONE course. You can begin the course any time you want. Once […]

As estate planning attorneys, we know how beneficiary designations can be an important part of the estate planning process. A large portion of our clients’ wealth is controlled by beneficiary designations. Some of it is in qualified plans. In those plans, the beneficiary designation determines the speed at which distributions must be taken by the […]

Last month, Vermont became the fourth state to legalize physician-assisted suicide for terminally ill patients. It’s also the first to do so via legislation, in a year that’s seeing a rebirth of state bills to legalize this practice. Given this trend, it’s worth knowing what, if anything, is happening in your state. Legislation Proposed in […]

We are pulling together THE ACADEMY’S GREATEST HITS—1993 through 2013. There are eight courses that we’ll be offering to non-Members at no charge during our 20th year, (Members feel free to sign up and review!). Each week we’ll give you the summary of ONE course. You can begin the course any time you want. Once […]

As estate planning lawyers, we regularly work to help administer assets after a death in one’s family. However, as trusted professionals, it is important for us to also encourage our clients to have plans in place for the last days of a dying family member. We must be careful to remind them that we never […]

Identity thieves are targeting deceased persons by using their Social Security number and name to open up new credit cards, apply for loans, file tax returns and collect tax refunds, and obtain other goods and services such as cell phones. Approximately 2.5 million fraudulent accounts are established each year by identity thieves. Out of those, […]

We are pulling together THE ACADEMY’S GREATEST HITS—1993 through 2013. There are eight courses that we’ll be offering to non-Members at no charge during our 20th year, (Members feel free to sign up and review!). Each week we’ll give you the summary of ONE course. You can begin the course any time you want. Once […]

As estate planning attorneys, our goal is to help clients achieve theirs.Last week, I spent two days at the Carter Center, where we on its Planned Giving Advisory Council explored several issues relating to estate planning and planned giving. During our conversations and presentations, it became clear that clients often do not express their true […]

Social media is an integral part of any marketing campaign these days. You’ve probably been cajoled into setting up a company Facebook page by your marketing director, but now you have no idea how to use it to communicate with your prospects and clients. What kind of material should you post? How do you engage […]

We are pulling together THE ACADEMY’S GREATEST HITS—1993 through 2013. There are eight courses that we’ll be offering to non-Members at no charge during our 20th year, (Members feel free to sign up and review!). Each week we’ll give you the summary of ONE course. You can begin the course any time you want. Once […]