It is said that a Will only “speaks at death.” In this digital age, there is a way that you can literally “speak at death,” if that is your wish. In the past, I’ve blogged about digital assets and their protection on more than one occasion. On those occasions, I’ve blogged about putting powers in […]

As an attorney, you have particular potential to help folks think and talk about their health care goals and wishes. This makes you in synch with National Healthcare Decisions Day (NHDD), a grassroots initiative now in its 6th year which encourages people to do just this. (April 16, the day after tax day, is designated […]

With 1 Billion unique users worldwide, there’s no disputing that Facebook can have huge marketing potential for your firm. However, as with any type of marketing, your efforts will only be effective if you follow best practices.  Growing your fan base will be easier if you avoid these common mistakes: Publish only self-promotional content Promoting […]

I’ve written before about digital assets and the need to plan for them. What are “digital assets?” The term includes a whole host of matters, including electronic accounts, such as Facebook or email. I recently noticed that Virginia passed legislation giving personal representatives of minors authority over “digital accounts.” While the action by Virginia is […]

Two weeks ago we held a transformational Webinar for attorneys entitled, “Law Practice Blueprint: 11 Core Systems For Total Estate Planning Success.” Almost 500 attorneys registered for the Webinar where Robert Armstrong and Sanford Fisch went through the Academy’s “Law Firm Audit” and information about how attorneys could attend the Philadelphia Boot Camp and Summit. […]

With the recent Oscar glitz and glamour I started getting excited about the Academy’s 20th Anniversary Gala at the Spring Summit coming up in April. Then I wondered what am I going to wear? The Gala is a Black Tie event and here at the Academy we are going all out for this celebration (and […]

I had the privilege of attending the Carter Center’s Winter this weekend in San Diego.Carter Center’s Winter Weekend The Weekend was an opportunity for the many supporters of the Carter Center to gather in a relaxed atmosphere and learn more about the Carter Center and its many philanthropic activities, including: waging peace (through election monitoring […]

“Hi, my name is Becca, and I’m a scheduling junkie.” Over the past twenty years, I’ve come to realize the importance of scheduling in order to manage everything that I have to do. I live by my Outlook calendar, which I use not only as a To Do list but also as a tracking tool […]

Estate planning attorneys work with clients from many faiths. Understanding each faith’s funeral traditions allows you to better help the families you serve. As the Doyenne of Death® and Vice-President of the Jewish-Christian Dialogue of New Mexico, I help explain Jewish traditions to our Christian brethren. Here are a few key things to know about […]

When we think of asset protection planning, we think of many things….like heading South to Florida or Texas, for example. But most estate planning attorneys do not think of QPRTs for asset protection. Rather, we think of them as a way of getting value out of the estate and down to the children or other […]