This is another in a series of blogs on the basics of estate planning.Trusts have many potential benefits. One of those benefits is that they can be very flexible. One way to increase the flexibility of a trust is by including powers of appointment.A power of appointment is giving someone the ability to direct the […]

Thanksgiving: it’s an important time of year on the advance care planning calendar. This holiday is recommended as a good time to have the family conversation that no one wants to have: about what matters to us if we can’t make health care decisions ourselves. I know that you know this is important. You may […]

Have you ever wondered what it would take to have the highest cost per client among your peers? Or how you could overspend on your marketing budget year after year? Or, better yet, how to spend marketing dollars and effort on getting clients in your door, just so you can never see them again?Of course […]

This is another in a series of blogs on the basics of estate planning. IRAs are one the trickiest assets for estate planning attorneys to handle for many reasons. First, they often are overlooked in the estate planning process because they cannot be transferred during lifetime.  This asset, like some other assets, are controlled by […]

For years now, companies and individuals around the world have developed ideas and concepts that, at times, have revolutionized the world, an industry or society on how we do things through some type of product, service or technology. Sometimes we hear about these innovative breakthroughs, and more times than others we may not even be […]

Each month, there are approximately 7 billion unique local searches done on Google in the U.S. Many of those represent prospects in your local community looking for the very services you offer. You can improve your visibility in the local search rankings by taking a few easy steps. Optimize Your WebsiteThere are some very basic […]

This is another in a series of blogs on the basics of estate planning. From the dawn of time, humans have been concerned with privacy. In the biblical story of Adam and Eve, the couple sought the privacy provided by fig leaves as they left the Garden of Eden. When species Homo sapiens emerged, privacy […]

We all know Facebook is a great social media platform to catch up with friends and family and to use for online marketing. However, when talking to law firms around the country, I’m often surprised at how few of them utilize it for networking. Compound that with many not having a business Facebook page that […]

We’re in the last quarter of the year, making our way through to the holidays. This means that it’s time for companies to reflect on the goals that were set early on in the year and determine whether these goals have helped drive operational excellence by engaging and encouraging the efforts of individual employees. When […]

This is another in a series of blogs on the basics of estate planning. Prior to the advent of “portability,” estate planning attorneys used a “credit shelter trust” as the gold standard to preserve the estate tax exclusion of the first spouse to die. Assets up to the exclusion were placed in the trust for […]