This is the first in a two-part series of articles regarding life insurance and removing it from the taxable estate. This first article examines why life insurance is in the taxable estate and how to remove it. The second article will examine the application of the “Transfer for Value” rule and how to navigate around […]

“Close scrutiny will show that most ‘crisis situations’ are opportunities to either advance or stay where you are.” – Maxwell MaltzIn March, the coronavirus pandemic dramatically changed our world in weeks. We were immediately forced into a new paradigm of what it means to be alive, including danger, uncertainty, fear, and of course social isolation. […]

This is the third in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. The second article examined the Healthcare Power of Attorney and Advance Directive. This third article in the series focuses on a “HIPAA” Power of Attorney. These three documents are the keystone in […]

We’re giving away three training sessions to say “thank you” for being part of the American Academy community. We received such great feedback on these sessions, we decided to make them available to non-Members for a limited time! The first session Solutions to Common Estate Planning Questions is presented by Academy Director of Education, Steve […]

This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney and Advance Directive. The third article in the series will focus on a “HIPAA” Power of Attorney. These three documents are the keystone […]

Content is an essential piece to any successful marketing program, but there’s certainly a right and wrong way to go about 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 paying clients. Here are […]

This is the first in a three-part series of articles on Powers of Attorney. This first article examines the Financial Power of Attorney. The second article will address the Healthcare Powers of Attorney. The third article in the series will focus on a “HIPAA” Power of Attorney. These three documents are the keystone in even […]

One month ago, the Academy Team executed our first ever Virtual Summit. You may remember reading about the topics and speakers from our Virtual Summit in one of Steve Hartnett’s earlier blogs. I’m here to give you a behind-the-scenes look at what can happen when a group of fully-committed individuals put their heads together with […]

Medicaid is a partnership between the state and federal governments to provide medical benefit assistance to people, including those over age 65, whomeet the program requirements, including certain financial requirements. To meet the financial requirements when you go into a nursing home and go on Medicaid, you cannot have more than $2,000 (in most states) […]

March 16th. That was the day my husband and I shut the doors to our restaurant not knowing if or when we would open again. Based on the news and statistics we were seeing at the time, we decided it was in the best interest of our employee’s and patron’s health to close the business […]