How do you keep doing what you *know* you should be doing long after the fun and excitement of a new project or a new routine starts to wear off? Or how do you stop doing something you know you should *not* be doing? For me, it’s accountability.I love listening to podcasts or reading books […]

There are many good reasons to use trusts: Trusts avoid the probate process, which is a public process to change title of assets from the deceased person to the new recipient. Trusts may be helpful in tax planning. Specialized irrevocable trusts may be helpful in qualifying for Medicaid. Trusts are helpful to manage your assets […]

What is an Ethical Will? In days of yore, people prepared a Last Will and Testament. The Will addressed the distribution of property and assets of the deceased. The Ethical Will was the Testament portion of this important end-of-life planning document. An Ethical Will enables us to speak words of truth before the end of […]

How many hours a day would you say you spend sitting down at your desk or sitting down in general? For many, the answer is more than eight hours a day! If I look at a regular work day, I am answering emails, working on various documents, or proofing work – all at my desk! […]

Doctors have long said that too much salt isn’t good for you. Now it appears that too much “SALT” isn’t deductible either. December 2017 brought a new federal tax law, The Tax and Jobs Act, which limited the deductibility of state and local taxes (“SALT”) to $10,000 per year. This $10,000 limitation applies for individual […]

Consider this: on average, about 1 in 3 of your clients who live to be 70 years old will develop dementia. (There’s a 31% chance for men and 37% for women.) Many of them will die from this debilitating disease. (Alzheimer’s Disease is the third leading cause of death for people over 85 and the […]

It’s hard to believe this is true, but we are already less than 8 weeks away from the next Academy Summit! While it may feel like we just wrapped up the details of the last event, we’re already feverishly working on the next. Fun fact, which you probably already know about yours truly: I’m a […]

This is a two-part series concerning planning for lottery winners. The first part concerns avoiding pitfalls. The second part concerns planning strategies to consider. Now that the lottery winner has avoided some of the possible pitfalls, let’s look at some planning options. Many lottery winners fail to plan properly. As a result, many winners declare […]

Have you ever stopped and thought about your daily routines? I recently did and realized I was in a monotonous, robotic-like stint of routines that weren’t all serving me in positive ways. Instead of helping me get the best out of my life, I was repeatedly doing the same thing day in and day out. […]

In this day and age, simply having a website is not enough. Your site is competing with all of the other law firm websites out there, which means that a basic static site probably won’t attract the attention of very many prospects. You also need to focus on the user experience, aka UX. A positive […]