This is the second in a two-part series of articles on updating your plan. This first article examined the importance of updating the Powers of Attorney, both Financial and Medical. This second part of the series looks at the importance of updating your primary estate planning document, such as your trust or will. Together, these […]

The Holidays are here, although it’s possible that they don’t necessarily feel the same as we’re accustomed to. Traditions are often the backbone of the holiday season, and for the first time, many of us are finding ourselves in a position where some (or many) of these fondly anticipated celebrations are temporarily infeasible in the […]

This is the first in a two-part series of articles on updating your plan. This first article examines the importance of updating Powers of Attorney, both Financial and Medical. The second part of the series looks at the importance of updating your primary estate planning documents, such as your Trust or Will. Together, these documents […]

Search engines are becoming increasingly sophisticated, but their goal continues to be delivering the best search results for each individual searcher. To deliver that best answer, search results are becoming more and more personalized, based on hundreds of factors, including the searcher’s location, search history, other sites they’ve visited, and social media activity. Having access […]

Ordinarily, charitable deductions are only available as an itemized deduction. When you file your federal taxes, you have an option to take itemized deductions or the standard deduction. The standard deduction in 2020 is $12,400 for an individual and $24,800 for a married couple filing jointly. In other words, even if you don’t have any […]

When attorneys first join the Academy, we start them off with weekly then eventually monthly coaching calls with one of our experienced Practice Building Coaches. It is one of the keys to implementing and maximizing their Membership. For many, it’s the first time they’ve had a coach and they aren’t entirely sure what to expect […]

Thanksgiving is a time for giving thanks and for community with family and friends. While 2020 has been a difficult year for many of us, there is still much for which we can be grateful. As we gather around the Thanksgiving table with our loved ones, let’s be grateful for the food on our table […]

How can estate planning attorneys help families hold meaningful, memorable memorial activities, especially with the restrictions of a global pandemic? Kyle Tevlin, founder of I Want a Fun Funeral, spoke about “Raising the Bar on Our Funeral Traditions” at the fourth annual Before I Die New Mexico Virtual Festival. She showed a cartoon featuring two […]

How did the 2020 elections shape the political landscape and what does that changed landscape mean for your estate plan? First, at the top of the ticket, it appears Joe Biden and Kamala Harris are the new President-Elect and Vice-President Elect, with an apparent 306 electoral votes to Donald Trump and Mike Pence’s apparent 232 […]

As business owners, entrepreneurs, or fully invested team Members, sometimes we’re so hyper-focused on our big goals that we DON’T stop to recognize all that we have accomplished. How do you evaluate your goals? Do you think of them as overall successes or failures? Or do you think about the small wins along the way? […]