Maybe you grew up without much. You worked hard. You earned a good education. You succeeded in life even though the streets weren’t paved with gold where you grew up. In fact, maybe you grew up in a very impoverished, oppressed community. Now you (and your spouse if you’re married) have accumulated enough so you’re […]

Let’s face it – even with all of the time we’ve been spending at home thanks to the coronavirus pandemic, it’s hard to tackle downsizing. We hold on to things that become baggage – physical items, unhelpful emotional connections, and negative memories. Like the song goes in Frozen, “Let it go!” How can you tackle […]

Maybe you grew up without much. You worked hard. You earned a good education. You succeeded in life even though the streets weren’t paved with gold where you grew up. In fact, maybe you grew up in a very impoverished, oppressed community. Now you (and your spouse if you’re married) have accumulated enough so you’re […]

Don’t worry, this is not another blog about COVID. Full disclosure though…the Academy has a staff infection.After 27 years, our materials are riddled with it. There are references to your “staff” everywhere. It’s no one’s fault. Staff has been used to refer to employees or personnel since the early 1800’s. It’s still common place in […]

Maybe you grew up without much. You worked hard. You earned a good education. You succeeded in life even though the streets weren’t paved with gold where you grew up. Maybe you even grew up in a very impoverished, oppressed community. Now you (and your spouse if you’re married) have accumulated enough so you’re comfortable. […]

Should you attend our next Boot Camp? Mark your calendar and join us on July 21st at 12 pm PT / 3 pm ET to find out! We’re inviting non-Member entrepreneurial attorneys who are interested in reaching the next level of success with our upcoming Boot Camp and Summit. This webinar will make it clear […]

Funding a trust is critical when you have a trust-based estate plan. A trust is a receptacle, like a box. Before you fund the trust, it’s like the box is empty. You fund a trust by retitling assets into the name of the trust. Let’s say you have several items that you want in the […]

According to the American Bar Association, 86% of law firms have a website. That’s a LOT of competition for your prospects’ attention!  In order for your website to be an effective, lead-generating, marketing tool, you need to focus on the user experience, aka UX. A positive user experience can mean the difference between a web […]

This is the second in a two-part series of articles regarding life insurance and removing it from the taxable estate. The first article examined why life insurance is in the taxable estate and how to remove it, including the trap of the three-year lookback. This second article examines the application of the “Transfer for Value” […]

It has always has been about YOU and then four other important variables that can make a difference in your success and growth. In all the years that I’ve been involved in marketing for top professionals of different industries, I have identified some traits, features and trends that differentiate them from so many others in […]