At the Academy we live by our Core Values. Core Values are the guiding light for what we do and a reminder of what we want to accomplish. One of our values is Learn, Innovate, Share and Inspire. This core value was on full display at our February Peak Performers meetings. Not only did our team create […]

Estate Plans often incorporate revocable and irrevocable trusts. Regardless of the type of trust created or the reason for its creation, naming a suitable trustee to administer the trust requires careful consideration. After all, the trustee acts as the gatekeeper for the trust, doling out distributions pursuant to the terms of the trust agreement using […]

4 Reasons Why You Should Be Building an Email List In today’s digital world, it’s more important than ever to have a strong online presence. One of the best ways to achieve this is by building an email list. An email list allows you to stay in touch with your clients and prospective clients, and […]

Estate Plans use both revocable and irrevocable trusts for a myriad of reasons. Regardless of the type of trust created, naming a suitable trustee to administer the trust tops the list of important considerations. After all, the trustee acts as the gatekeeper for the trust, doling out distributions based upon the trust agreement using their […]

Do you wish there was an easy way to get people to talk about death and estate planning? Playing a game can make planning ahead for end-of-life issues an enjoyable experience. As a pioneering death educator, my first foray into death education gamification was Newly-Dead® The Game. It’s like the old TV game show, The Newlywed […]

As part of the National Defense Authorization Act for the Fiscal Year 2021, Congress enacted the Corporate Transparency Act (the “Act”). Beginning on January 1, 2024, the Act and final regulations issued thereunder require any “Reporting Company” to provide certain information about its “Beneficial Owners” and “Company Applicants.” Failure to report this information may result […]

With a new year comes the excitement of new goals, new challenges, and all the buzz around New Year’s Resolutions and being the best version of yourself. I’m sure as business owners and entrepreneurs, you’re hyper-focused on the potential for 2023, but have you stopped to recognize all that you and your team accomplished last […]

Last week, I attended the 57th 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 […]

When evaluating software for your firm, you may notice that there has been a big shift towards Cloud-based programs. You might ask yourself, am I sure I want my products to be hosted in the Cloud-based? This brief article will aim to provide an explanation of Cloud-based computing and clear up any misconceptions. Why use […]

It might be appropriate to say that Christmas came early for retirement advisors and consumers in 2022 when Congress passed, and President Biden signed into law, the $1.7 trillion omnibus spending bill that included Setting Every Community Up for Retirement Enhancement (“SECURE”) Act 2.0 (the “Act”). President Trump enacted the original SECURE Act in December […]