Some clients arrive to meet with their Estate Planning attorney with an article in hand claiming that a particular firm, company, or other attorney creates a “bulletproof” asset protection vehicle, often involving some form of “asset protection trust.” This puts the attorney in the awkward position of reviewing the article, then explaining why the method […]

When you’re setting up your website for your law firm, you have a big decision to make: the domain name, AKA the address that web users will type in to find you. While you may be tempted to just use your firm’s name as the domain name, that may not be the very best approach […]

Some clients arrive to meet with their Estate Planning attorney with an article in hand claiming that a particular firm, company, or other attorney creates “bulletproof” asset protection vehicles, often involving some form of “asset protection trust.” This puts the attorney in the awkward position of reviewing the article, then explaining why the method advertised […]

The parent-child relationship is pretty well defined. Children generally don’t advise their parents. It’s the other way around. However, this dynamic can shift as parents get older and children become adults. This becomes especially prevalent when considering estate planning and elder law issues. As parents grow older, adult children may start to have certain questions […]

As practitioners who assist executors with completing and filing the Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return (“Form 706”) know, Internal Revenue Code (“Code”) Section 2051 defines the taxable estate as the value of the gross estate less deductions taken under Code Sections 2053-2058.  Section 2053 deals with deductions for funeral expenses, […]

Few baby boomers are prepared for their own funerals. Even though humans have a 100% mortality rate, less than 30% of adults do advance funeral planning. But here’s a secret: you don’t have to spend your children’s inheritance on a funeral. Here are some helpful tips about advanced funeral planning. As The Doyenne of Death®, […]

According to Internal Revenue Code (“Code”) Section 6018, if the gross estate of an individual exceeds the basic exclusion amount in effect under Code Section 2010(c), then the executor shall file the Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return (“Form 706”). In 2022, the Code set the basic exclusion amount at $12.06 […]

It’s the 3rd quarter. Do you know where next year’s marketing calendar is? If it doesn’t exist yet, now is the perfect time to start planning your marketing efforts. Yep, you heard that right. Ideally, your marketing plan for the upcoming year is planned out no later than September each year. Sound a little early to […]

Most individuals understand the need to dispose of their tangible and intangible assets upon their death and use either a Will or Trust to accomplish that. Although it’s clear that these documents govern the disposition of tangible and intangible assets, it’s not as clear that a personal representative or trustee can use the provisions of […]

Content is a key piece to any successful marketing program, but there’s certainly a right and a wrong way to go about creating and sharing it. Too many times, firms get sidetracked with other priorities and the result is content that’s more likely to make prospects grimace than to attract them and convert them into […]