When should clients review their advance directives for updating?The ABA Commission on Law and Aging offers an easy-to-remember guide: the “5 D’s.”  Per the Commission, a client’s directive should be reviewed when any of the following occurs: Death of family or friend Divorce Receive a new Diagnosis Experience a significant Decline in health Reach a […]

As of December 2011, more than 100 million Americans were watching online video content on an average day, representing a 43-percent increase versus the year before. With this recent explosion of online video viewing, smart business owners are considering what the trend means for their own marketing strategies. More Americans watching videos = larger target […]

Your online reviews are glowing – so what’s the problem? It’s always nice to get good online reviews. But, what if they are over the top and you don’t recognize the client? What if you don’t spend much time online checking your reviews? In both cases, there is an issue of which you need to […]

In private letter rulings 201231007 and 201229005, the Service found that powers of appointment were not general powers of appointment, even though they did not have the language from the regulations prohibiting exercise in favor of the power holders, the power holders’ estate, the power holders’ creditors, or the creditors of the power holders’ estates. […]

In our Academy Peak Performer’s group, the topic of throwing your hat over the wall without first knowing how you will get what you’re after came up. This bold act is the first step in what we call a “created future.” This is a future that wouldn’t otherwise exist, but for your vision of what […]

Trustees do not need to be financial whizzes to carry out their job. They just need to be trustworthy and be able to delegate tasks. This is an important message for your clients, especially elder clients seeking estate planning and elder law planning. Your clients need to hear about the critical importance of naming the […]

In today’s fast-paced world of electronic communications, traditional paper news is old news. Hardcopy publishing just can’t compete with the timeliness and relevance of email. Email enables you to share news virtually “hot off the presses” with very segmented and targeted groups, increasing the relevance of the message. The problem is that the inbox is […]

Great news for everyone using HootSuite to manage your social media activity – Google+ has now been added to HootSuite! Here’s how to add your Google+ page to your HootSuite account:1) Log in to your HootSuite Dashboard 2) Click on Add Another Social Network 3) Select Google+ from within pop up window, then Connect with Google+ 4) […]

As estate planning attorneys, we all know that a Will is not valid if it does not meet the jurisdiction’s formalities, right? Well, maybe not, based on this most recent case: In the Matter of the Estate of Richard D Ehrlich, 2012 W.L. 2470122 (June 29, 2012).  There are a few twists and turns in […]

Sometimes, families avoid the idea of funeral planning because they’ve never experienced an uplifting memorial event. Baby boomers are changing all that. It’s no secret that what I call “The Silver Tsunami” is challenging aging in America. This giant demographic wave of 63 million baby boomers is getting ready to crash into funeral services, altering […]