‘Tis the time of year for travel! Whether you are traveling to visit loved ones during the upcoming holidays, or you’re staying close to home and making just one or two more (ok, maybe three or four more) trips to the store to finish up your shopping list, it is definitely the time of year […]

Planning for beneficiaries with special needs requires unique attention. Public benefits can be an essential way to provide for the specialized care these beneficiaries require to allow them to lead fulfilling lives. When assets are given to such beneficiaries, they must be given in a specially-drafted “special needs” trust in order to keep those assets […]

It’s easy to get caught up in a trap doing work that “feels” productive—but in all reality, you may just be pretending to be busy. If you “spend time with a prospect or a client” you may go home feeling, “well… it was a great day, most of my time was spent with a possible […]

With 2.07 billion monthly active users, there’s no disputing that Facebook can have huge marketing potential for your law firm. However, as with any type of marketing, your efforts will only be effective if you follow best practices. Don’t publish only self-promotional contentPromoting your own content is a great idea. Promoting ONLY your own content […]

This is another in a series of blogs on the basics of estate planning. The last blog examined the basics of powers of appointment. This blog will examine how they can impact taxation. From a gift and estate tax perspective, there are two kinds of powers of appointment, a limited power of appointment (or “LPOA”), […]

“Whether you think you can or can’t, you’re right.” Henry Ford Initial consultation training has such a huge impact on your results and the peace of mind your clients get after meeting with you. As you can imagine such training breaks the process down into numerous parts. One of the main components in a consultation, […]

We’ve all been a part of a dysfunctional team over the course of our careers. Dysfunctional teams lack effective leadership and trust. There’s no accountability, no commitment, and high turnover. Dysfunctional teams can be emotionally draining for everyone involved. We all would prefer to be a part of an effective team, because they are committed, […]

As friends and family gather around the Thanksgiving table, we recognize how truly grateful we are. We are grateful we have such wonderful friends and family and that they could be with us to celebrate. We are grateful that our health is better than it could be. While we miss friends and family who could […]

Estate planning attorneys know how to guide clients so the goals for their money and assets actualize. But what does the general public know about estate planning, and what kind of questions do they ask? In “What You Need To Know Before You Go: Financial/Legal Issues,” expert advisors discuss end-of-life issues related to estate planning, […]

If you talk to anyone at the Academy, you will likely know that we live by our systems and procedure checklists. We’ve taken that obsession and shared useful procedures with our Member firms through our coaching and training calls. In recent years, we’ve taken our procedure lists to a whole new level by incorporating programs […]