Individuals began relocating in record numbers during the pandemic. Some moved to be closer to family, others for better weather. Still, others changed domicile for financial reasons, like the pursuit of different job opportunities, for lower taxes, or because they planned to retire. Folks desiring to relocate should consider the various taxes in the desired […]

This Thanksgiving, I’m grateful for my health, my family, and my friends. I’m also grateful for the many blessings that have been bestowed upon me. I hope you’ll pause on this day to ponder those elements of your life for which you are thankful. When you’re The Doyenne of Death®, discussing and thinking about mortality […]

As we gather with our family, friends, and loved ones to celebrate Thanksgiving, while year-end obligations may tempt us to rush through the meal and return to “normal,” we should not. Instead, we should stop, savor the moments together, and remember why we choose to spend our time with these individuals. This time of the […]

It’s easier to start with the basics in the beginning than it is to remember what those basics were and get back to them years later. Part of the reason that tracking is so important all along the way when it comes to recording or documenting a process or saving the results with a particular […]

The American Academy of Estate Planning Attorneys (the “Academy”) held its Fall Summit in San Diego centered on the idea of refreshing and resetting. It was fitting that we held this Summit in San Diego. It’s the city where the Academy began, it houses our headquarters, and truly represents the best place for us to […]

Out of all of the pages on your law firm’s website, digital marketing experts agree that the About Us page is one of the most important.  It often delivers the very first impression prospects have of your firm, so it’s safe to say that it’s vital to get it right.  It’s probably also safe to […]

As the world continues to emerge from the pandemic, many find themselves taking trips that they had postponed. If the pandemic taught us anything, it’s that the world has become more interconnected than ever before. It’s common to hear messages about remote work, which means that individuals can work from anywhere. By extension, that means […]

Here at the Academy, we’ve been preparing attorney owners for many years to think about and plan for their exit strategy in case of death or disability, so they can be proactive in creating an exit plan on their own terms. After working with hundreds of owners for the last 25 years at the Academy, […]

Creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, and Health Insurance Portability and Accountability Act Authorization provides numerous benefits during life and at death. During life, the plan provides directions to your family regarding your medical care and finances if you […]

While fall brings cooler air, back-to-school routines, and the smell of pumpkin-spice lattes for most people, here at the Academy it signals the beginning of Summit-Mode. All hands are on deck to put the finishing touches on a Fall Summit that will leave our Member Attorneys, their teams, and our special guests energized and ready to […]