We all live and breathe emails every business day. The first thing in the morning, you catch up on overnight emails. Monday morning, you get to deal with a whole weekend’s worth of emails. And if you take a vacation, you’ll feel like you need an entire day to catch up! I can’t help reduce […]

Estate Planning is often misunderstood. People often think it’s only for the really rich, the really old, or both. But the truth is Estate Planning is appropriate for all of us. Any of us could have a tragedy strike, even early in life. And it’s not just our death that Estate Planning considers, it’s also […]

When you’re setting fees, are you considering the value of your advice, the experience, the time investment to produce the quality of services and peace of mind clients need…. along with the liability and overhead?Look at the math: overall revenue divided by the number of estate planning “transactions” (for lack of a better word). Make […]

Estate Planning is often misunderstood. Some people think it only involves preparing a simple Will. Some think it only involves preparing a Will or a trust. How hard could that be? But it entails so much more than that. It involves coordinating all the various aspects of a person’s assets so they achieve the goals […]

Visual content can have a great impact on how search engines rank your site – but good pictures can also do much more than just give you a boost on Google. They can also help to increase your conversion rate, as more people who visit your site will be likely to reach out to you […]

Estate Planning considers many factors. But when most people think of Estate Planning, they just think it answers the question of who gets what. Certainly, it should answer that question. But it is so much more. This is the first in a series of articles on the Questions of Estate Planning. While Estate Planning is […]

When people think of great businesses, the concepts that most quickly come to mind are generally industries like finance and technology, suits and high-rises, Amazon and Google, etc. Rarely does one initially think of a restaurant, hotel, or other facet of the hospitality industry as the prime example of business success — but there is […]

As Americans grow older, more and more of us need help with our daily activities. It could be a little help or a lot of help, depending on the situation. Of course, the level of assistance we need can change over time.According to a recent study by Bankers Life Center for a Secure Retirement, 68% […]

If you’re an Academy Member, you’ve been through our consultation training and are likely familiar with the approach and methodology. You also know that the key to great consultations pivot on two primary pillars: Listening and Asking questions. These two pillars are the same approach that serve as the foundation to building and maintaining effective […]

Income Tax planning is an integral part of Estate Planning. The first article in this series examined the concept of income tax basis, how it is acquired, and how it is adjusted. This article examines what happens to the income tax basis of an asset when it is gifted or bequeathed. There are different rules […]