It’s important to consider whom you’d want to get your assets when you die. Most of us have an idea of whom we’d choose. But, it’s also important to consider who should get those assets if your preferred recipient isn’t around. Life is full of odd twists and turns. Unfortunately, sometimes people don’t die in […]

Let me start by introducing myself, my name is Timour Mobarak, the newest Practice Building Coach to join the Academy. While I am excited for the opportunity to get to know everyone and to start building the relationships that will be so important in my career here, this blog post is not about me or […]

Beneficiary designations and other non-probate transfers are an often-overlooked part of estate planning. They are overlooked by clients and sometimes even by professionals. When planning what would happen to your assets at death, most of us think, “oh, that’s simple, I need to do a Will to take care of that!” But, that’s just part […]

I love checklists. As an Event Planner for over 15 years, there is nothing I enjoy more than a well-organized checklist. It makes planning and executing events a much smoother process. We use checklists for every type of event, from our Academy Summits where we have hundreds of people in attendance to our coaching meetings […]

The Heckerling conference in Estate Planning is the country’s largest professional gathering in Estate Planning. The conference examines many areas of interest to Estate Planning and Elder Law professionals. It pays particular attention to items of current interest. As the SECURE Act passed in late-December 2019, it was discussed in many sessions. The  SECURE Act […]

The subject line of the email read: “Support Greta Thunberg – Time Person of the Year 2019,” which seemed harmless enough. However, rather than providing information on climate change, the email actually contained a malicious Microsoft Word document which, if opened, would attempt to download malware onto the user’s computer. Malware has the ability to […]

The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019. It is effective January 1, 2020, for most purposes. This is a series of articles on the Secure Act. The first article looked at the basics of the Secure Act. This second article examines planning strategies for […]

We’re having a free webinar featuring Academy Members from around the country on January 22nd at 12pm PT / 3pm ET! This webinar is hosted by Ohio Estate Planning Attorney Jack Alpern, and Co-Founders of the American Academy of Estate Planning Attorneys, Robert Armstrong and Sanford Fisch. We’re inviting non-Member motivated entrepreneurial attorneys who are […]

The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019. It is effective January 1, 2020, for most purposes. This is a series of articles on the Secure Act. This first article looks at the basics of the Secure Act. What does it do? The Secure Act […]

Business coaching is a process used to take a business, such as a law firm, from where it is now to where the business owner wants it to be. A foundational belief to coaching is that the individual being coached has the answers and solutions to their own difficulties and keys to their success. With that understanding, the coach […]