Video marketing is a potent force in today’s digital landscape, capable of transforming the growth and prosperity of your law firm. Attorneys specializing in estate planning, elder law, and other legal domains now have a unique opportunity to leverage video marketing to connect with their audience, establish trust, and extend their online presence. Harnessing the […]

Matthew Perry was probably best known for his role as the sarcastic, neurotic, and always witty, Chandler Bing on the hit-tv show, Friends. He died suddenly at the age of 54. He was unmarried, had no children, and was survived by his parents, five half-siblings, and legions of fans. His Estate Plan differs from many […]

In the fast-paced realm of legal practice, where time is a precious commodity, harnessing technology to boost productivity is paramount. For attorneys specializing in estate planning, elder law, and various legal fields, understanding the many advantages of law firm software is essential. Navigating Challenges in Legal Practice Before delving into the myriad benefits of law […]

Last week, I attended the 58th Annual Heckerling Institute on Estate Planning (“Heckerling”) held in Orlando, Florida. Nationally renowned speakers take the stage and give attendees legislative updates, tips on estate planning techniques, and answers to their submitted questions. As the Associate Director of Education for the American Academy of Estate Planning Attorneys (“Academy”), I […]

In the digital age, the legal landscape is undergoing a transformation like never before. As attorneys focusing on estate planning, elder law, and various legal fields navigate this dynamic environment, one strategy stands out as a powerful tool in building their online presence and attracting prospective clients: legal content marketing. The Evolution of Legal Marketing […]

January 1, 2024, marked exactly two years until the planned reduction by half of the current Applicable Exclusion Amount (“AEA”). The AEA is the amount that an individual can pass to anyone either during their life or at death before imposition of a transfer tax. For those needing a refresher, the Tax Relief Act of […]

Email marketing is a powerful tool for law firms seeking to nurture client relationships, establish trust, and keep their audience informed. In the digital age, where communication happens primarily online, a well-executed email marketing strategy can make all the difference. The Academy’s Online Marketing Group (OMG) has run over 250 Member campaigns this year alone […]

Welcome to 2024! The year 2023 left many feeling unsettled. Chat GPT burst onto the scene, and it seemed AI was destined to take over everything. War continued in Ukraine and broke out in the Gaza Strip. Finally, COVID-19 seems to be the new norm. Calendar year 2023 taught us some tough lessons, most of […]

In the fast-paced world of social media marketing, staying ahead of the curve is crucial. With each social platform having its own unique set of character limits and the optimal days and times to post constantly changing, it can be challenging to keep up. That’s why we’ve put together the ultimate social media cheat sheet […]

As 2023 draws to a close and the New Year dawns, we need to think of…tax planning for 2024 and beyond! Some years Congress tweaks the laws more than other years. While 2023 held plenty of surprises, it was a relatively quiet year for legislative changes impacting tax planning. Still, even in a quiet year, […]