Since the onset of the pandemic, many individuals have decided to relocate. Some move to be closer to family, others for better weather. Still others change domicile for financial reasons, like the pursuit of different job opportunities or for lower taxes. Estate Planning attorneys advise individuals who move to update their Estate Planning documents to […]

Creating a business is not necessarily all about columns of numbers and cash flow. An entrepreneur, and let’s face it, that’s what attorneys with their own practice are, creates a place where employees spend a large percentage of their life and a place where clients can change the course of their lives. Looking at your […]

Most estate planners recommend creating a basic estate plan, usually with a revocable trust as the centerpiece. Revocable trusts provide an easy, yet effective way to avoid probate in most states. In those states in which probate is not a concern, Estate Planning attorneys use trusts to provide asset and creditor protection or to protect […]

While online marketing has evolved tremendously over the last several years, email marketing continues to be one of the most inexpensive and effective online marketing tools available. It allows you to connect with your target audience, building relationships with clients and prospects in a personalized way, at an affordable cost. According to Hubspot, the inbound marketing […]

Estate Planning attorneys often represent multiple members of a family. It’s a natural evolution of the attorney’s relationship with their clients. Consider a married couple who undertakes basic Estate Planning when they have young children or are beginning to build wealth. As their estate grows, their attorney recommends more sophisticated Estate Planning techniques designed for […]

Over these past two pandemic years, the shadow of death and grief has touched many of us. I recently saw a billboard for a local funeral home: “Good grief comes with instructions. Preplan.”  Boy, that hit home. My longtime friend Gary Mayhew had taken my advice. He’d written an 11-page letter titled Upon My Death. […]

Technology has obliterated Estate Planning of years past. Gone are the days of the stodgy attorney sitting in a smoke-filled room discussing arcane provisions of the Internal Revenue Code. Modern Estate Planning consists of Zoom meetings discussing cutting-edge techniques. As this article will demonstrate, technology has changed the way that we think about and approach […]

In this year of 2022, it is more important than ever for our law firms to be as efficient as possible. At the Academy, we often have brainstorming sessions on what we can do to save time for our members. One of the biggest changes we’ve begun implementing over the last year is the implementation […]

Estate planning attorneys often tell clients that even if you don’t have an estate, you need an estate plan. Estate planning involves more than planning to avoid the estate tax, although understanding the estate tax and its impact on a plan are certainly required. Until 1916, the United States did not have an estate tax. […]

It’s the time of year when everyone is setting goals and planning for the future, but have you stopped to reflect upon the year prior? Sometimes we’re so hyper-focused on our big goals that we DON’T stop to recognize what we’ve accomplished. How do you think about your goals? Do you think of them as […]