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Posts by category

• Category: Academy Girl Friday
  • Happy Holidays from a Podcast Junkie
  • Don’t Ditch the Niche: Kicking Up Your Networking Game
  • Why I Hate Fridays
  • We Know Why Your Marketing Doesn’t Work
  • What the #$%& is a Hashtag?
  • Seeds of Leadership: 4 Ways to Help Your Team Adapt to Change
  • What’s For Breakfast?
  • Confessions of a Podcast Junkie
  • 9 Details You Think People Don’t Notice (But They Do)
  • All About The Boot Camp
  • Goal Check: How Will You Round Out 2015?
  • All About Boot Camp
  • Last Call Is Upon Us
  • You Asked, We Listened: Top 9 FAQ About the Academy’s Strategic Planning Webinar
  • The Scoop: Upcoming Academy Strategic Planning Webinar
  • Why an “Hour a Day” Doesn’t Work on Social Media
  • Top 8 FAQ About the Academy’s Strategic Planning Webinar: Is It Right for You?
  • Upcoming Academy Webinar Details Released!
  • 4 Simple Sessions to Create a Better 2015
  • Educational Series Kickoff: Available to Non-Members!
  • Attention: All Hands on Deck
  • Only A Few Webinar Spots Still Available
  • Cause for Pause: San Diego Wildfires
  • Goofing Off is Good For You
  • Social Media: The Potential Humanizing Effect
  • Sneak Peek: What to Expect at Our Upcoming Spring 2014 Event
  • Three Basic Tips for Law Firm Websites
  • Final Invitation for Non-Member Attorneys
  • The Academy’s Girl Friday Checks in on Your New Year’s Resolutions
  • 2014 Spring Webinar Series Kickoff: 60 Minute Webinar Available to Non-Members!
  • Academy’s Girl Friday: Drafting Your 2014 Marketing Calendar
  • What the #$%& is Hashtag?
  • The Academy’s Girl Friday Intro
• Category: Automation
  • Zapier, APIs, and Automation: What Law Firms Should Know
• Category: Client Services
  • The Role of Communication in Estate Planning Client Satisfaction
  • Common Operational Mistakes That Lead to Client Complaints
  • Client Intake Automation: Reduce Admin and Improve Speed to Lead
  • Building a Repeatable Intake Process That Converts Leads Into Clients
  • Leadership Habits That Improve Team Performance and Client Service
  • 10 Tips for Hosting a Successful Estate Planning Seminar for Your Ideal Client 
  • Family Photos
  • Funeral Contracts Should be Avoided
  • Developing Relationships with Banks
  • Moving In With Your Adult Children
  • Three Tips for Avoiding Funeral Planning Problems
  • Avoid Needless Family Disputes with a Letter of Instruction
  • Curating Family Photos with Martie McNabb
  • Be Prepared
  • Tips for Pet Planning
  • Create A Great Funeral Day
  • The Kominsky Method Tackles End-of-Life Issues with Humor
  • The Five W’s of Holding a Memorial Service
  • Join the Conversation at the Before I Die New Mexico Festival
  • Why You Need to Revisit Estate Plans
  • How to Start a Funeral Planning Conversation
  • Writing a Condolence Card or Note
  • What Issues Do Baby Boomers Face with their Parents’ Estate?
  • Consider Estate Planning Education on Local Cable TV
  • How to Create Meaningful Memorial Activities
  • How to Hold a Virtual Death Discussion Festival
  • Downsizing Bit by Bit
  • Advance Directives are More Important than Ever
  • How to Hold a Death Cafe While Social Distancing
  • Funerals Without Religion
  • Will Baby Boomers Do Estate Planning?
  • Appraisals and Planning
  • Working with Those at the End: Tips from a Former Hospice Consultant
  • Estate Planning in Real Life: Financial Management
  • Book Review: Finish Strong Provides Guidance for End-of-Life Planning
  • Going Beyond Lunch and Learn Community Outreach Events
  • Client Events: Maximize Returns in 5 Steps!
  • Do You Know About These Death Discussion Movements?
  • “Before I Go” Book Review
  • Voluntary Stopping Eating and Drinking: A New Frontier in Dementia Decision-Making
  • You’ve Got Mail!
  • How You Can Write an Ethical Will
  • Dementia-Specific Advance Directives: A Budding Trend
  • Why Should You Plan Your Own Funeral?
  • A Short History of Death Discussion Movements
  • New Seminar Invitation Helps You Brand and Grow Your Business
  • It Won’t Kill You to Make Your Funeral and Estate Plans
  • Three Event Ideas to Help Families Discuss Death and Estate Planning
  • Make the Most of NHDD Week, April 16-22
  • Pet Planning Tips
  • Does It Matter Why Your Prospects Came to See You?
  • Swedish Death Cleaning: A New Way to Declutter
  • Don’t Overlook Client Contact
  • The Magic to Increasing Referrals from Your Clients
  • Seven Books on End-of-Life Issues from 2017
  • What Is Successful Aging?
  • Should Doctors Honor a DNR Tattoo?
  • How Are You Spending Your Time?
  • Building Rapport
  • Questions People Ask About Estate and Financial Planning
  • 2 Ways to Get Over the Barriers to Meaningful Thanksgiving Conversation
  • How Are Your Rapport Building Skills?
  • Add Impact to Your Message Using the Power of “Personalized” Direct Mail
  • Disaster Recovery: How to Help Your Clients
  • Knowing Jewish Funeral Traditions Can Help Your Practice
  • Make Your Seminars More Memorable and Effective
  • Americans’ Views on End-of-Life Care
  • Tips for Writing a Condolence Card or Note
  • Relieving Caregivers’ Financial Burden: A National Campaign for Advanced Illness Care
  • Don’t Let Your Direct Mail Promotions Fall into that Junk Mail Pile
  • Video: An Upbeat Way to Connect with Baby Boomers
  • Connect to Your Clients with “Jump Start Your Day”
  • Financial Decline in the Elderly
  • Health Care Agents Matter — More than You May Think!
  • Life Celebration Question Checklist
  • Do You Want to Dramatically Increase Appointment Conversion at Your Seminars?
  • Video Review: Patient, A Surgeon’s Journey
  • “It Always Seems Too Early, Until It’s Too Late”
  • Video Tour: Behind the Scenes at a Funeral Home
  • 3 Helpful Books for Obituaries, Eulogies and End-of-Life Issues
  • Will an ER Doctor Find Your Client’s Advance Directive?
  • Luminarias on Christmas Eve
  • You Can Make Holiday Gift Giving a Downsizing Adventure
  • “Conversation Sabbath” and Thanksgiving: End-of-Life Planning in November
  • NHDD Tees Up Perfect PR Occasion for Estate Attorneys, Start Planning Now!
  • How the Presidential Elections Can Help You Get in Front of Hundreds of Motivated Prospects: Don’t Miss This Once-Every-4-Years Opportunity
  • Have Everything? How About a Final Ride in a Jaguar Hearse?
  • HCPOAs Frequently Called On to Make Health Care Decisions
  • Our Household Goods Live on After We’re Gone
  • Converting Seminar Attendees to Appointments
  • How Grief and Mourning Reactions Can Vary
  • Summer Seminars Work
  • Effective Ways to Downsize Household Goods
  • Nationwide Availability of Clients’ Advance Directives is Years Away
  • Some Things Are Not Always as Expected
  • Before Death Calls – Why We Need to Plan Ahead
  • Computerized Records Don’t Put Advance Directives in Doctors’ Hands
  • The 80/20 Rule with Public Seminar Event Marketing
  • After The Funeral: An Executor’s Checklist
  • Last-Minute NHDD Marketing That You Can Still Pull Off!
  • What’s in a Title?
  • Appraisals and Estate Planning
  • For Clients Making Critical Medical Decisions: Use a Checklist!
  • What Does “It’s All Taken Care Of” Really Mean?
  • Medicare Now Pays for End-of-Life Talks: the FACTS
  • The Undeniable Prospecting Power of Social Event Marketing
  • Don’t Get Checked for Incorrect Fees!
  • Don’t Overlook the Little Details
  • Three Good Reasons to Downsize
  • ER Docs Like ACCESSIBLE Advance Directives!
  • 3 Tips for Compliant Deed Preparation and Recording
  • Cremation, Memorial Services and Your Estate Planning Practice
  • Humorous Holiday Ideas for Advance Care Planning: Conversations & Accessibility
  • A TEDx Talk for End-of-Life and Estate Planning
  • You’re An Estate Planning Attorney, Not A Doctor – Yet You Can Help Save Lives
  • Baby Boomers Are the New Power Users Online – Take Advantage of This Opportunity!
  • Ask The Doyenne of Death
  • That’s Not How Dr. House Did It! TV Misleads Your Clients
  • Create Extraordinary Relationships Through Client Advisory Meetings
  • Next of Kin is Not Always What We Think: Exercising the Non-Nuclear Option
  • 5 Ways to Make Caregiving More Manageable
  • A TED Talk in Support of End-of-Life Planning
  • Top 10 Objections That You Must Cover and Overcome During Your Presentations
  • For Clients with Cancer, HCPOA’s Unintended Consequences
  • End-of-Life Book Recommendations
  • Clients’ Living Wills May Get the Attention They Deserve
  • How to Fly with Cremated Remains
  • 5 Symptoms of Financial Decline in the Elderly
  • The Impact of Caregiving on Adult Children Who Care for Their Parents
  • Top 3 Estate Planning Must Haves
  • Funeral Celebrants: What Are They and Why Use Them?
  • Jeb Bush’s Advance Care Planning Surprise
  • Estate Planning and Funerals of the Future
  • Tails From The Bark Side: Plans Aren’t Just For Humans
  • Encouraging Succession Planning with Movies
  • How to Phrase the First Meeting with a Prospective Client
  • Dying Needn’t Be So Brutal. Boomers, Arise!
  • Don’t Overlook the Need to Engage Your Audience During Your Seminar!
  • Fun Funeral Facts
  • Not Too Macho for Meaning: A Sports Anchor Shares Lessons About Life
  • Benjamin Franklin’s Words of Wisdom on Life and Death
  • New Year’s Resolution: Employ Advance Directives Marketing this Year
  • Client Tip: “Prime the Pump” at the Holidays
  • Avoid Unnecessary Family Disputes with a Letter of Instruction
  • Don’t be a Turkey: Host an Open House this Holiday Season
  • How to Prevent After-Death ID Theft
  • Medical Decision-making Controversies Your Clients May Be Talking About
  • 4 Terrifyingly Common Email Marketing Boo-boos to Avoid Like Tainted Halloween Candy
  • How to Get Quality Nursing Home Care Without Racking Up Huge Bills
  • Create a Great Funeral Day – It’s a Group Activity
  • HCPOA vs. Emergency Contact: Don’t Let Your Clients Be Confused!
  • The Art of Estate Planning: What to Do With the Client’s Tangible Wealth
  • Denial of Death Influences Estate Planning
  • Your Clients Have Digital Assets – Whether You Like It or Not
  • Estate Planning, Hollywood Style
  • Casey Kasem’s Living Will Didn’t Work for Dementia: How to Make Sure Your (Client’s) Advance Directive Works
  • A Funeral for a King or Queen
  • Financial Compensation for Advance Care Planning? Concept may not be Dead on Arrival
  • 4 Important Documents for Estate Planning
  • 10 Tips for Funeral Planning
  • Hospice Awareness Campaign: Perfect for Clients
  • Five Tips to Avoid Being a Burden on the Kids
  • 2 Pitfalls in Getting Clients their Desired Results from Advance Directives
  • Integrating Social Media into Your Seminar Marketing
  • When Funeral Directors Go Shopping
  • Grief: Not a Stage, But a Journey
  • “Top Seven” Ways to Make Advance Directives Available in an Emergency
  • Guidelines for Hiring an In-Home Caregiver
  • A Word About Sudden Death
  • Pet Planning Trend Upswing
  • Look Who’s Talking — Effective Initial Consultations
  • Estate Planning Lessons from the Frozen Dead Guy
  • The Ethical Will
  • Don’t Just Plan for Disability – Avoid It!
  • What Fans of Walter White Can Teach Us About Funerals
  • Beware of Prepaid Funeral Contracts
  • 21 Ways to Bring Up Advance Care Planning Over the Holidays
  • Dealing with Holiday Blues
  • 6 Myths People Tell Themselves About Advance Directive Accessibility
  • Create a Great Funeral Day – Talk Now to Avoid a “Facelift Funeral”
  • Introducing the “Advance Driving Directive” (a/k/a: Who Should Talk with Client about Hanging Up the Car Keys?)
  • The Keys to the Ladies Room: How Estate Planning Attorneys Attract Wealthy Female Clientele
  • Departures: A Beautiful Film to Start Funeral Planning Conversations
  • Advance Directives: Update from the ABA
  • Review and Update Your Living Trust
  • Pet Planning: Consider Pet Insurance
  • Death Café Movement Starts Much-Needed Conversations
  • Paying for Your Mistake: What Estate Planning Attorneys Should Know About Drafting Errors
  • Moving Back in With the Kids
  • Opportunities Booming for Estate Planning Attorneys
  • New Funeral Home Technology at ICCFA 2013
  • Starting End-of-Life Discussions with The Conversation Project
  • Planning for End-of-Life Care for Loved Ones
  • 6 Tips for Protecting a Deceased Person from Identity Theft
  • F. Scott Fitzgerald, The Great Gatsby and Estate Planning
  • Mad Men Season Opener Features Estate and Funeral Planning Issues
  • Warn Clients About Medicare Fraud – and Help Them Fix It
  • Leverage the Power of Live Testimonials at Your Seminars!
  • Top Tips About Jewish Funeral Traditions
  • Using the Power of Stories with Clients’ Advance Care Planning
  • Using TV to Start Funeral Planning Conversations
  • What Medicine Can Tell Us About How Clients Learn
  • Importance of Client Review Meetings
  • Death Café Comes to the U.S.A.
  • Advance Care Planning Actually Does Matter, Study Finds (aka: Seize the Thanksgiving Moment!)
  • Offering Assurance in Life Insurance
  • Laughing in the Face of Death
  • QR Codes Make Memories Come Alive
  • 30 Funerals in 30 Days 2012
  • Tips to Start a Funeral Planning Conversation
  • Planning for Multi-Generational Fun
  • Unleash the Power of Common Courtesy In Your Prospecting
  • Even Rich People Need Funeral Planning
  • What Toy Story Can Teach About Estate Planning
  • Who Knows What a Hashmark Is?
  • Reasons Clients Avoid Funeral Planning: Embalming
  • Guidance for Families When a Member is Dying
  • Recommended Reading: Books for A Good Goodbye
  • “The Descendants” Film: A Client Teaching Tool for Advance Directives
  • Family Clashes Over Funeral Plans
  • Are Your Clients’ Advance Directives Worth the Paper They’re Written On?
  • Identity Theft and Tax Time Tips
  • The VA is Ever Changing – New Pension & Fiduciary Services Department
  • How Can We Start a Reluctant Conversation?
  • Eligibility Verification Reports (EVRs) are DUE March 1st!
  • Reflecting on the New Year
  • Funny Films for Serious Conversations: Grand Theft Parsons
  • Death Benefits for Veterans
  • 30 Funerals in 30 Days
  • Your Client’s Medical Mind
  • October 30 Is Create a Great Funeral Day – Don’t Fear The Reaper
  • Cryonics and Estate Planning
  • Today’s Funeral Services and Certified Celebrants
  • Funny Films for Serious Conversations: The Six Wives of Henry Lefay
  • Stricter HIPAA Enforcement: What Will It Mean For Your Firm’s Advance Directive Documents?
  • The Four R’s of Funerals
  • Remembering the Past & Hoping for the Future
  • Two Weddings and a Funeral: Family Meltdowns
  • Advance Directives Registries: How to Evaluate Them
  • The Gift
  • Advance Directives Are Important, But Are They Enough?
  • Thoughts On Conveying Funeral Plans To Your Family
  • Our Clients Don’t Know What They Don’t Know
  • Why Have a Funeral or Memorial Service?
  • Leave a Lasting Legacy by Writing Your Life Story
  • How Do You Know What Your Clients Want From Your Firm?
  • Saying Goodbye to My Best Friend
  • Veterans Benefits Are Federal Benefits, Therefore, The laws Are The Same In Every State
  • Ah, The “Good Old Technology”
• Category: Coaching
  • What To Expect From Academy Coaching – And How to Make the Most of It
  • Elevating Your Legal Practice: The Impact of Business Coaching for Attorneys
  • The Role of Feedback in Being Coachable: Turning Constructive Criticism into Success
  • Unlocking Your Potential: The Value of Personalized Business Coaching for Lawyers
  • By Failing to Prepare, You Are Preparing to Fail: Building a Vision for Your Law Practice
  • It’s Mid-Year. Do You Know Where Your Business Is?
  • The Transformative Power of Coachability: How to Catalyze Your Growth
  • Overcoming Ego and Resistance: Embracing A Coachable Mindset
  • Evolving in the Legal Landscape: The Essential Role of Coaching in Modernizing Your Estate Planning Firm
  • How to Change Your Life – Change Your Mind The Neuroscience of Change and Why Willpower Isn’t Enough
  • Accountability: It Takes Two to Tango
  • Are You Really Bad at Your Job?
  • Turning Stalled Out Goals into Actions
  • The Academy’s 2021 Fall Summit Will Be Here Before We Know It!
  • Keep Climbing: Your Goals Are Waiting!
  • Financially At Last!
  • Getting the Most Out of Your Coaching Calls          
  • Creating a Purpose and Profit-Driven Practice
  • Boot Camp to Success
  • Are You Coachable? And, Why Does It Matter?
  • A Great First Impression or a Wake Up Call?
  • Listen Up!
  • 3 Keys to Success – Lessons from Our Peak Performers
  • Take a Peek into Our Boot Camp to Success
  • From the Desk of the Meeting Planner
  • Lessons in Leadership: Connecting Vs. Controlling
  • 3 Reasons Law Firms Fail
  • Are Your Systems Adrift?
  • Maximizing Your Conference Attendance
  • Webinar for Non-Members – BOOT CAMP TO SUCCESS: Creating a Purpose and Profit Driven Practice
  • BOOT CAMP TO SUCCESS: Creating a Purpose and Profit Driven Practice
  • Peak Performers Program: What I’ve Learned From Being a Fly on the Wall
  • BOOT CAMP TO SUCCESS: Creating a Purpose and Profit-Driven Practice
  • The Problem is Not the Problem
  • All About That Boot Camp
  • Happy Sales Team; Happy Business
  • The Top 5 Benefits of Being a Peak Performer
  • Turning Cancellations into Clients
  • Game Changing Sessions in Louisville – All Were Recorded!
  • Being PRESENT at Speaker School
  • What’s Your PLAN of Attack?
  • Back from Speaker School and Ready to ROAR!
• Category: Consumer Advantage
  • The Daily Grind
  • Create a WOW (Not An OW) Experience
  • Are You a Salesperson or Counselor?
• Category: Counseling
  • 5 Ways for Older Adults to Meet and Connect With Others
  • Family-Friendly Funeral Films to Start Holiday Conversations
  • Clients Need to “Lead the Doctor” on End-Stage Illness
  • September 11, 2001
  • Every Grieving Client is Unique
  • Big Decisions and Big Bucks in Pet Healthcare
  • How Do You Deal with Grieving Clients?
  • Three Ways to Brighten the Holidays for Our Service Men and Women
  • Beware of Scams Aimed at Estate Planning Law Firms
  • Remembering Steve Jobs
  • Stepping Stones or Stumbling Blocks?
  • You Can’t Perform in Opposition to Your True Beliefs
  • Hope for a Legacy
  • Unlimited Possibility
  • A Different Kind of Death
  • A Season of Gratitude
  • The Wishbone Tradition—The Lucky Break
  • What’s Your True Value?
  • Small Changes, Big Results
  • Over My Dead Body: Why Fear Funeral Planning?
  • Weddings and Funerals
• Category: Elder Law
  • Medicaid Planning
  • Discussing Estate Planning with Aging Parents
  • Role Reversal: Discussing Estate Planning With Aging Parents
  • Common Sense Approach to Identity Theft Prevention
  • Recognize Limitations to Prevent Caregiver Burnout
  • 11 Essential Estate Planning Systems for Entrepreneurial Attorneys – 90 Minute Webinar
  • Important Study on Elder Abuse Released
• Category: Estate Planning
  • Integrating Your Tools: Building One Connected Practice Workflow
  • Multi-Location SEO Strategy for Law Firms
  • Is Your Estate Plan Living in the Past? 10 Signs It May Be Time for an Update
  • The Estate Planning Firm Operating System: How to Build Workflows That Don’t Depend on You
  • Beyond the Founder: How to Evolve Your Firm from a High-Yield Practice into a Scaling Enterprise
  • Law Firm Marketing: What to Outsource vs. Keep In-House
  • When the Beneficiary Is the Defendant: Slayer Statutes and Estate Planning
  • Creating Standard Processes Around Your Software
  • Estate Planning for Young Families: Why Naming Guardians Is Only the Beginning
  • Welcoming David K. Cahoone, J.D., LL.M. as Director of Education
  • Why Estate Planning Websites Need Regular Maintenance
  • Four Ideas from Our New Orleans Summit That Are Worth $25,000 Each
  • How to Audit Your Marketing Every Quarter
  • Decision Fatigue in Law Firm Leadership and How to Reduce It
  • Prospects Don’t Convert Through Your Website Alone
  • Avoiding Tool Overload: Simplifying Your Technology in an Estate Planning Practice
  • Building Daily Habits That Drive Long-Term Growth in Your Estate Planning Firm
  • Designing a Premium Client Experience for Estate Planning Clients
  • Declare Your Independence From Intestacy
  • The Attorneys Who Aren’t Worried About AI Made One Deliberate Move
  • Leading a Team vs Managing Tasks: What Changes for Estate Planning Firm Owners
  • Why Most Law Firm Blogs Do Not Generate Leads
  • Creating a Culture That Retains Top Talent in Estate Planning Firms
  • Still Fighting: The Estate Planning Legacy of Shannen Doherty
  • How SEO and PPC Should Work Together for Law Firms
  • Hiring Beyond Skills: What Estate Planning Firm Owners Should Really Look For
  • Business Plan Essentials for Law Firm Startups: Tips and Templates
  • The Difference Between Lead Generation and Client Acquisition for Law Firms
  • When Estate Planning Documents Say One Thing—and Mean Another
  • Why Successful Law Firms Eventually Plateau
  • Emotional Intelligence for Attorneys: A Competitive Advantage in Estate Planning Law
  • How to Structure Practice Area Pages That Rank and Convert
  • Spring Summit 2026: Laissez Les Bons Temps Rouler
  • The Role of Listening in Effective Leadership
  • Website Navigation Mistakes That Cost Law Firms Leads
  • When Good Intentions Backfire: The Risks of Adding Children to a Deed
  • How to Own Every Consultation Without Stress, Pressure, or Guesswork
  • The Law Firm Marketing Funnel: From Awareness to Signed Client
  • Before You Increase Your Ad Spend, Ask This: Are Your Landing Pages Ready to Convert?
  • Why Estate Planning Attorneys Burn Out
  • The Hidden Costs of Cheap or Free Legal Software Tools
  • AI in Estate Planning Firms: Where It Helps and Where It Creates Risk
  • Legal Marketing Trends Are Changing—Is Your Firm?
  • That Would Never Happen: The Most Dangerous Words in Estate Planning
  • Strategic Flat Fees: The Pricing System Behind Predictable Growth
  • How to Audit Your Law Firm Website for Conversion Gaps
  • Managing Difficult Conversations in Law Firms Without Culture Damage
  • IRS Warning: The 2026 Dirty Dozen Tax Scams
  • Creating a Vision Statement with Impact in an Estate Planning Law Firm
  • Practical Marketing Metrics Every Law Firm Should Track
  • PPC Budgeting for Estate Planning Law Firms
  • Artificial Intelligence and Ethical Duties: What Estate Planning Attorneys Need to Know
  • Document Automation for Estate Planning Law Firms: What to Automate First
  • The Growth Ceiling Most Law Firms Don’t See Coming
  • Distinguishing Between Busy and Effective In Estate Planning
  • A Practical Google Business Profile Optimization Checklist for Law Firms
  • What Prospects Want to Know Before Hiring an Estate Planning Law Firm
  • When Estate Planning Fails: Family Infighting and the $10 Billion Lakers Sale
  • Law Firm Exit Planning Begins Before You Are Ready to Retire
  • Are Hidden Financial Leaks Silently Draining Your Law Firm?
  • Trustee Selection: Why It Matters and How to Get It Right
  • Setting Your Estate Planning Law Firm Up for a Strong Year: Why Planning Ahead Matters More Than January Motivation
  • Mentorship and Succession Planning: Cultivating the Next Generation of Legal Leaders
  • Emotional Intelligence in Estate Planning Practices: Communicating Clearly With Stressed or Uncertain Clients
  • Common Website Mistakes That Drive Potential Clients Away (and How to Fix Them)
  • The Power of a Growth Mindset in Legal Practice
  • Year-End Reflections: Lessons Successful Estate Planning Firms Learned in 2025
  • Tax Planning for 2025 and Beyond
  • Protecting Client Data in 2026: What Attorneys Must Understand About Software Security
  • How to Turn One Blog Post into a Month of Marketing Content
  • The Book That’s Rewriting the Rules for Law Firms
  • The Seedier Side of the Holiday Season
  • Turn Clients Into Raving Fans: How Exceptional Service Fuels Referrals
  • Top Online Marketing Trends Estate Planning Firms Should Prepare for in 2026
  • Why Building a Law Firm Isn’t a Solo Sport — And How the Right Support Changes Everything
  • Turn Holiday Downtime into a Relationship Goldmine
  • Balancing Efficiency and Excellence: The Perils of Boilerplate in a Busy Estate Planning Practice
  • Why Strategic Planning Isn’t Optional for Your Law Firm (and Why Q4 Is the Time to Do It)
  • Transform Your Firm with the Right Estate Planning Software
  • Building a Culture of Accountability Without Micromanaging
  • Email Is Still the Highest-ROI Channel—If You Do It Right
  • Don’t Be a Turkey or a Ham– Take Advantage of Your Annual per Donee Exclusion Amount
  • 5 Ways CounselPro 8 Helps Firms Reduce Errors and Increase Efficiency
  • Building a Positive Law Firm Culture: Why It Matters for Success
  • Fall Summit 2025: Accountability in Action
  • The Ripple Effect of Connection and Growth: Reflections on Our Fall Summit
  • Is Your Estate Planning Website Helping or Hurting Your SEO Rankings
  • The Art of Letting Go: Delegating Without Fear
  • Streamlining Collaboration: How Law Firms Can Bridge the Gap Between In-Office and Remote Teams
  • Webinars That Convert: Fill Seats, Book Consults
  • Mindset Matters: Leading Your Team with Optimism and Purpose
  • From Stuck to Started: The Easy Way to Move Big Goals Forward
  • Systems Thinking for Law Firms: Seeing the Bigger Picture
  • Preparing for FinCEN Real Estate Reporting
  • Simple SEO Wins: What You Can Do This Month to Improve Your Rankings
  • The Hidden Numbers That Make or Break Your Law Firm
  • Leadership at Every Level: Empowering Your Team to Take Ownership
  • What Football and Estate Planning Have in Common
  • Enhancing Client Experiences: A Key to Law Firm Marketing Success
  • Technology for Managing Teams Across the Office and Remote Settings
  • Email Campaigns That Nurture Long-Term Relationships for Estate Planning Clients
  • “Let’s Go Crazy”… Over Prince’s Estate
  • Strategic Planning for Law Firms: How to Turn Your Vision into Daily Action
  • The Future of Law Firms Is Here
  • How AI-Powered Tools Are Reshaping the Future of Estate Planning Law Firms
  • Hulk Hogan and Disclaimers…?
  • 5 Ways to Refresh Your Law Firm’s Online Presence Before Fall
  • Escaping the Grind: The Mindset Shift from Litigation to Legacy-Building Work
  • Your Software Is Only as Good as Your Process: How to Align Workflow With Technology
  • “National Make-a-Will Month”
  • How to Build a Law Firm Website That Converts Visitors Into Clients
  • The Importance of Technology for Law Firms
  • How to Keep Your Clients’ Data Safe: Cybersecurity Best Practices for Law Firms
  • How Specific Devises Impact Inheritance
  • What if You Took Your Life Back From Your Law Firm? Building a Practice That Supports the Life You Want
  • Local vs. National SEO: Choosing the Right Approach for Your Law Firm
  • Tech-Savvy, Client-First: How Law Firms Are Embracing the Right Technology to Serve Families Better
  • No More Cheeseburgers in Paradise
  • The Growth Mindset for Law Firm Owners: Why It Matters Now More Than Ever
  • How to Turn Seasonal Campaigns Into Year-Round Marketing Momentum
  • AI Content Creation: Harnessing the Opportunity—With Caution
  • Graduation . . . What’s Next?
  • Maximizing the Value of Client Testimonials on Your Law Firm Website
  • Small Team, Big Impact: How Solo and Small Practices Compete Through Personalization
  • “A Broken Clock is Right Twice a Day” – But That’s No Way to Run a Law Firm
  • Bridging the Gap: How Client Portals Elevate the Modern Law Firm Experience
  • In Loving Memory of All the Pets Who Have Crossed the Rainbow Bridge
  • From Chaos to Clarity: Systems Thinking for Small Law Firms Navigating Change
  • How Law Firms Can Build Trust and Authority Through Content Marketing
  • Summit Momentum: How to Implement What You Learned (Without Getting Overwhelmed)
  • Spring Summit 2025: Reflecting, Refueling, and Reimagining in Savannah
  • Accountability Systems: How Great Leaders Keep Themselves and Others on Track
  • Experiment, or Expire: Why Smart Firms Are Always Testing Their Marketing
  • Enhancing Client Experience Through Technology: Tools and Tips
  • The Big Lesson From Tony Bennett’s Embattled Estate and Troubled Trust
  • Your Leadership Style and Why Flexing Is Good for Your Firm
  • Creating Educational Videos That Convert: A Guide for Law Firms
  • A Hole in Hackman’s Plan
  • The Ultimate Social Media Cheat Sheet (2025 Edition)
  • 5 Elements Every High-Converting Estate Planning Website Needs
  • 5 Tech Tools That Are Changing the Way Estate Planning Attorneys Work
  • A Message from the Murdochs – Part II
  • The Growing Pains of Scaling Your Estate Planning Firm: From Solo to CEO
  • Building Local Citations for Law Firm SEO: Boost Your Local Rankings
  • REAL ID Deadline Approaching: What You Need to Know Before May 7, 2025
  • Are Irrevocable Trusts Really Irrevocable – Part III
  • Cybersecurity for Law Firms: Protecting Client Data in a Digital World
  • Measuring PPC Performance: Essential Analytics and Metrics for Attorneys
  • Strengthening Your Law Firm: Building Resilient Teams with the 11 Essential Systems
  • Are Irrevocable Trusts Really Irrevocable – Part II
  • Harnessing Social Media Strategies for Law Firm Growth
  • The Power Of Camaraderie In A Legal Career
  • Paperless Law Firms: How Digital Tools Are Revolutionizing Estate Planning
  • Are Irrevocable Trusts Really Irrevocable – Part I
  • The Art of Storytelling: Making Estate Planning Relatable to Clients
  • Proper Estate Planning Brings Peace of Mind During a Disaster
  • A Member’s Journey: How the Academy Helped Me Build a Thriving Practice and Enjoy a Fulfilling Retirement
  • Video Marketing for Law Firms: A Comprehensive Guide to Engaging Clients
  • Burnout Prevention – Recognizing and Managing Stress While Building a Law Practice
  • The Importance of Technology for Law Firms
  • Estate Planning and Baseball
  • When Competence Erodes Confidence
  • Online Marketing Trends for 2025
  • The Power of a Growth Mindset in Legal Practice
  • Online vs. In-Person Workshops: Picking What Works for Your Marketing Goals
  • Estate Planning Software: Don’t Fear the Learning Curve
  • Starting 2025 the Right Way…with an Estate Plan!
  • Law Firm Systems: The Key to Consistency, Efficiency, and Profitability
  • Common Website Mistakes That Drive Potential Clients Away (and How to Fix Them)
  • The Benefits of Comprehensive Estate Planning Software for Law Firms
  • Oops, The Corporate Transparency Act Did It Again…
  • Building a Firm That Stands for Something: Creating Values That Attract Top Talent and Define Your Vision
  • Maximizing Your Legal Practice with Effective Email Marketing
  • Giving Thanks: Celebrating Family, Friends, and Clients This Thanksgiving
  • What the Trump Administration Could Mean for Your Estate Plan
  • Mentorship and Succession Planning: Cultivating the Next Generation of Legal Leaders
  • Estate Planning Practice Management Software: Quality Counts
  • Content that Converts: Crafting Effective Social Media Posts for Law Firms
  • Now is a Good Time for a Donor Advised Fund
  • From Lawyer to Legal Entrepreneur: How Business Coaching Transforms Legal Careers
  • Litigation…a Necessary Evil?
  • Burnout Prevention: Recognizing and Managing Stress in the Legal Profession
  • The Power of Educational Workshops: The Game-Changer for Your Law Firm
  • Advanced Law Firm Software for Data-Driven Decision-Making
  • Bridging the Past and Future
  • Building a Positive Law Firm Culture: Why It Matters for Success
  • Measuring PPC Performance: Analytics and Metrics Every Attorney Should Know
  • Law Firm Software Delivers Client-Centric Solutions
  • Pumpkin Kisses and Harvest Wishes
  • The Importance of a Solid Business Plan for Solo Attorneys: Setting the Foundation For Success
  • The Power of Automation: Transforming Legal Workflows with Software
  • Estate Planning – There’s Something Here for Everyone Part II
  • The Essential Qualities of Effective Law Firm Leaders
  • Planning Ahead: Harnessing the Power of National Holidays and Observances for Marketing Success
  • Law Firm Marketing Software: Leverage Cutting-Edge Technology
  • Estate Planning – There’s Something Here for Everyone Part I
  • Unlocking Growth: Effective Business Development Strategies for Law Firms
  • The Risks and Realities of Publishing Duplicate Content on Attorney Websites
  • Estate Planning Case Management Software
  • Crafting A Compelling Vision Statement: A Blueprint For Law Firms
  • Transparency and Trust: The Cornerstones of a Healthy Law Firm Culture
  • Tread Carefully with Specific Bequests
  • Estate Planning Attorney Software Take Your Practice to Another Level
  • A Message from the Murdochs
  • Cybersecurity Tips For Your Law Firm
  • Evaluating the Success of Your Online Marketing Efforts
  • Essential Marketing Tools for Law Firms
  • Maximizing Your Reach: Social Media Strategies for Attorneys
  • Who Can You Turn to When Your Brother Doesn’t Do His Job?
  • Is Taking Time Away from Your Business the Key to Success?
  • Content is King: The Power of Legal Content Marketing
  • Effortless Estate Planning: How Attorney Software Simplifies the Process
  • What Independence Day Teaches Us About Estate Planning
  • Local SEO vs. National SEO: Tailoring Your Strategy for Legal Services
  • The Digital Advantage: How Estate Planning Software Empowers Attorneys
  • Estate Planning, Retirement, and Gratitude
  • Nurturing Online Reviews: The Power of Reputation Management for Law Firms
  • Data Driven Decisions: Leveraging Law Firm Software for Insight
  • Avoiding an Audit
  • Building and Segmenting Your Law Firm’s Email List: Strategies for Success
  • Tips for Managing Law Firm Stress Through Organization
  • Cybersecurity and Compliance: Safeguarding Your Practice with Software
  • Meeting the Next Level in Minneapolis
  • Leading with Empathy: The Human Side of Law Firm Leadership
  • Personalization Matters: Tailoring Your Law Firm Marketing
  • Mastering Keyword Research: A Strategic Guide for Law Firms
  • Courts Allowing More Flexible Trust Amendments
  • Client-Centric Solutions: Law Firm Software for Exceptional Service
  • Maximizing the Impact: Leveraging PPC and Facebook Ads for Law Firms
  • The “Juice” and an Executor’s Duties
  • Challenges and Strategies for Women in Law Firm Leadership Roles
  • Building Online Communities for Attorneys: Connecting and Thriving in the Digital Age
  • Legal Tech Revolution: The Future of Law Firm Software
  • The Purple Onion…an Ode to Tangible Personal Property
  • Measuring the Impact: Analyzing Email Marketing Performance for Law Firms
  • Maximizing ROI: Investing in Law Firm Software Solutions
  • What You Should Know About Conditional Gifts
  • Making Time for Wellness: Prioritizing Self-Care in a Busy Legal Career
  • AI in Action: How Artificial Intelligence Transforms Legal Marketing
  • Estate Planning Made Easy: The Role of Software in Attorney Practices
  • What Taylor Swift Can Teach Us About Estate Planning
  • Leveraging Client Relations into Law Firm Growth: A Step-by-Step Approach
  • The Art of Effective Email Marketing Subject Lines: Getting Your Law Firm’s Emails Opened
  • Unlocking the Potential: The Benefits of Law Firm Software
  • Optimizing Your Law Firm’s Google My Business Profile for Local Search Success
  • Law Firm Culture and Client Service: How Your Team’s Values Impact Clients
  • Use It or Lose It…Examining the Efficacy of the Spouse And Family Exclusion Trust or Spousal Lifetime Access Trust
  • Streamline Your Practice: Choosing the Right Law Firm Software
  • What You Need to Know about the Corporate Transparency Act
  • Grappling Toward Harmony: A Guide for Estate Planning Attorneys to Navigate Work-Life Balance
  • Unlocking Success with Local SEO for Lawyers
  • Navigating Ethical Boundaries: Social Media Marketing for Law Practices
  • Elevate Your Law Firm’s Success with Video Marketing
  • There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
  • Unleashing Efficiency: Exploring the Advantages of Law Firm Software
  • The View from Heckerling 2024
  • Content is King: The Power of Legal Content Marketing
  • Do You Want to Discuss Dynasty Trusts?
  • Email Marketing for Law Firms: Nurturing Client Relationships
  • Starting 2024 the Right Way…with an Estate Plan!
  • The Ultimate Social Media Cheat Sheet: Character Limits & Best Days/Times to Post
  • Tax Planning for 2024
  • Hire Good People, Not Just Good Resumes
  • What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning
  • Law Firm Owners: End-of-Year Reflection and Retreat Guide
  • Estate Planning with Entities
  • Navigating the Digital Waters: Law Firm Marketing Trends for 2024
  • Estate Planning Lessons from the Movies – Part II
  • Unveiling the Power of Collective Growth: Uniting Your Team through Collaborative Learning Opportunities
  • Estate Planning Lessons from the Movies – Part I
  • Transforming Holiday Gifting into a Journey of Simplification
  • Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
  • Focusing on Their Benefits in Professional Networking
  • It’s a Great Time to Consider a Donor Advised Fund
  • Embrace the Title of Co-Author
  • The Seedier Side of the Holiday Season
  • Creating a Trustworthy Online Presence: What Law Firms Should Know
  • The Horrors of Dying Intestate
  • Getting Back to the Basics
  • October – Estate Planning Awareness Month
  • Finding Your Tribe:  The Importance of Cultural Compatibility in Hiring and How to Spot It
  • Understanding the Interplay of State Estate and Inheritance Taxes with Federal Estate Tax
  • AI-Powered Online Marketing: Your Secret Weapon for Success
  • Learning, Re-inventing, and Camaraderie in San Diego
  • Transforming Your Consultations
  • Exploring Elder Abuse
  • Let’s Talk Litigation
  • 7 Cardinal Sins of a Law Firm Owner
  • The Magic of Grantor Trusts
  • Getting the Most Out of Your Conference Experience
  • Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part III
  • Social Media Marketing for Lawyers: A Comprehensive Guide
  • Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part II
  • Tips For Widows/Widowers
  • Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I
  • What’s Your Money Story? A Reflection for Estate Planning Law Firm Owners
  • “National Make-a-Will Month”
  • IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis
  • Your Dim Yet Brilliant Employee: How To Get The Best Out Of AI
  • Understanding the Importance of the Simultaneous Death Act
  • The Power of Keyword Research for Law Firms: Unlocking Online Success
  • The SECURE Act – the Gift That Keeps On Giving
  • Five Ways to Personalize a Funeral
  • Gen X – This One’s for You (Really Every Generation Should Read This)
  • Unlocking Efficiency: Maximizing Integrations for Seamless Law Firm Operations
  • R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan
  • All Work and No Play? Summertime Team Building Activities to Get You Up from Your Desk
  • A Real-Life Look at the Application of the Slayer Statute
  • How to Measure the Success of Your Online Marketing Campaigns
  • What Independence Day Teaches Us About Estate Planning
  • A Good Goodbye Short Memorial Service
  • What We Can All Learn from Diller v. Richardson – Part II
  • Estate Planning for Pets
  • What We Can All Learn from Diller v. Richardson
  • 529 Plans – The “Holy Grail” of Estate Planning
  • Building Connections and Empowering Growth
  • The Wonder of Wills
  • Local SEO for Attorneys: A Guide to Improving Your Rankings
  • Understanding and Manipulating Estate and Gift Taxes – Part II
  • Five W’s of Holding a Memorial Service
  • Understanding and Manipulating Estate and Gift Taxes
  • How Do You Spend Your Time?
  • What It Means to Disclaim
  • Happy Birthday Academy!
  • Spring Summit 2023: Celebrating 30 Years of Indispensability in the Windy City
  • 3 Types of Lead Generation Strategies That Every Law Firm Should Be Using
  • Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?
  • Organ Donation at Death: Witnessing a Walk of Honor in the Hospital
  • The Joy in Joint Trusts
  • Taking the Windy City by Storm: Celebrating 30 Years of Transforming Lives
  • The IRS’ Annual Warning: The 2023 Dirty Dozen
  • Ideas Without Action, Are Just Ideas – Create an Action Plan for the Summit!
  • How Tax and Non-Tax Considerations Impact Estate Planning- Part II
  • 5 Ways to Optimize Your Law Firm’s Google Business Profile
  • How Tax and Non-Tax Considerations Impact Estate Planning- Part I
  • What’s in President Biden’s Revenue Proposals?
  • Is It Really “All Taken Care Of?”
  • The Intersection of Bank Failure and FDIC Insurance
  • Cracking the (Dress) Code
  • 5 Steps to Generate More Client Referrals
  • What Bruce Willis Can Teach Us About Incapacity Planning
  • Online Reviews: How to Get Them and What to Do with Them
  • What Does the Respect for Marriage Act Mean for Estate Planning?
  • Hospice Care and Jimmy Carter’s Choice
  • The Lessons from Lisa Marie
  • A Robot Wrote My Blog
  • Show Your Love by Creating an Estate Plan
  • A Simple Question
  • What Happens When You Don’t Trust Your Trustee – Part II
  • What Happens When You Don’t Trust Your Trustee – Part I
  • Games to Start End-of-Life Planning Conversations
  • The Not-So Transparent Corporate Transparency Act
  • New Year, New You… How About Gratitude?
  • The View from Heckerling
  • Modern Cloud Computing
  • What You Need to Know About SECURE Act 2.0
  • INCREASING YOUR LAW FIRM’S CONVERSION RATE
  • Tax Planning for 2023
  • Why Detaching from Your Job After Working Hours Enhances Your Job Performance
  • ‘Tis the Season for Giving
  • The Importance of Having an Estate Plan
  • Why Wait? Plan for a Successful 2023 Today!
  • Now That Mid-Terms Are Over, Let’s Talk Taxes
  • What is SEO and How Can It Help Your Law Firm?
  • What’s Retirement Got to Do with It?
  • Thanksgiving Thoughts
  • Don’t Be a Turkey Take Advantage of Your Annual Per Donee Exclusion Amount
  • When the Going Gets Tough, Get Back to Basics
  • Refresh and Reset: Syncing up in San Diego
  • What Makes a Killer ‘About Us’ Page and Why Should You Care?
  • Planning for the International Client
  • Avoiding Retirement or Looking Forward to It?
  • Common Mistakes in Estate Planning – Part V
  • Checklist Season!
  • Common Mistakes in Estate Planning – Part IV
  • Why You Should Be Asking What’s In It For Them And Not What’s In It For Me
  • Common Mistakes in Estate Planning – Part III
  • Cybersecurity Tips For Your Law Firm
  • Common Mistakes in Estate Planning – Part II
  • Common Mistakes in Estate Planning – Part I
  • Lessons from Patagonia
  • Funeral Guidance from “The Queen”
  • Planning for the “Silver Tsunami”
  • Discharge of Indebtedness Income and Student Loan Forgiveness
  • Everything You Need to Know About the REAL ID
  • More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
  • 4 Ways to Increase Your Website Conversion Rate
  • What’s Estate Planning Got to do with Interest Rates – Part II
  • Utilizing the Client Portal
  • The Inflation Reduction Act
  • What’s Estate Planning Got to do with Interest Rates – Part I
  • Midterms 2022: Summit Attendee? Vote Absentee!
  • The Intersection of Asset Protection Planning and Estate Planning – Part II
  • Selecting The Best Law Firm Domain
  • The Intersection of Asset Protection Planning and Estate Planning – Part I
  • What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
  • Pondering Portability
  • Creating an Ideal Marketing Plan and Calendar
  • Death and Your Digital Footprint
  • How to Alienate Your Prospects in 5 Easy Steps
  • Understanding Undue Influence – Part II
  • The Top 3 Estate Planning Must-Haves
  • How Do I Trust Thee… Part III
  • Time for a Mid-Year Check-In?
  • How Do I Trust Thee… Part II
  • Walk This Way
  • How Do I Trust Thee… Part I
  • How Do I Title Thee…Part II
  • Thoughts on Being a Personal Representative
  • Spring Summit 2022: Celebrating Friendship in the Lone Star State
  • Older Parents and Estate Planning
  • How Do I Title Thee…Part I
  • What Makes a Will or Trust Invalid
  • Ultimate Social Media Cheat Sheet: Character Limits & Best Days/Times to Post
  • Do You Thank Those Behind the Scene?
  • Conference Attendee 101: How to Maximize Your In-Person Event Experience
  • Give a Wow Experience
  • Estate Planning – Something You Shouldn’t Do Yourself
  • February Sessions for Non-Member Attorneys
  • Application of the Updated Life Expectancy Tables
  • State Income Taxation of Social Security Benefits
  • The Intersection of Legacy Contacts and Estate Planning
  • The Evolution of our Unified Estate and Gift Tax System
  • Double Your Gifting with Spousal Gift-Splitting
  • Start 2022 the Right Way
  • Style is Everything
  • Tax Planning for 2022
  • The Sky Isn’t Falling
  • Using Entities in Estate Planning
  • Our Gift to You
  • Practical Lessons in Drafting
  • It’s Better to Give Than to Receive
  • Don’t Be A Turkey – Use Your Annual Per Donee Exclusion Amount
  • Living in a Digital World and the Importance of Planning for Cryptocurrency
  • Neither Age Nor Health Determines Whether You Need an Estate Plan
  • The Importance of Insuring Real Estate 
  • The Kiddie Tax is No Child’s Game
  • How Estate Planning Documents Help Prevent Elder Abuse
  • How Using Specific Bequests Could Cost Beneficiaries their Inheritance
  • Is There a Lid in Your Way?
  • Charitable Planning in Times of Crisis
  • Estate Planning Reduces Stress During High Anxiety Times
  • The Other Side of the Unauthorized Practice of Law
  • Dealing with a Negative Review
  • Changing “Irrevocable” Trusts Through Decanting
  • Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
  • Donor Advised Funds: Too Good to Be True?
  • Conservation Easements Can Be a Good Solution
  • Dangers of Do-It-Yourself Estate Planning
  • Taxation of Nongrantor Trusts
  • Tax Reporting with Trusts
  • Advantages of Using a “Grantor Trust” in Planning
  • Roth IRAs Can Be a Great Planning Strategy: Advanced
  • Roth IRAs Can Be a Great Planning Strategy: Basics
  • It’s Important to Have a Coordinated Estate Plan
  • Don’t Look Back: Embracing Change Post-Closure
  • Trust Distribution Standards May Be Very Broad
  • Revocable Trusts Are Not Always Treated the Same as an Individual
  • ABLE Accounts Complement Special Needs Trusts
  • Plan Now for the Incredible Shrinking Exclusion
  • Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
  • Learning and Camaraderie at the Academy Summit
  • CRT: Best Tool for Proposed Tax Changes?
  • Use It Before It’s Gone
  • Tax Proposals Could Alter Estate Planning Landscape
  • The Role of the Estate Planning Attorney
  • Pandemic Relief for Employers
  • Using Disclaimers to Achieve Client Goals: Double Disclaimers
  • Using Disclaimers to Achieve Client Goals
  • How to Dispose of “Stuff”
  • “Last Will and Testament” Origin
  • Estate Planning and Appraisals
  • Beneficiary Designations and the SECURE Act: Prior Designations
  • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
  • Beneficiary Designations and the SECURE Act Basics
  • Beneficiary Designations
  • Book Review: Style is Everything in Microsoft® Word®
  • Joint Tenancy Problems in Estate Planning
  • Dynasty Trusts
  • Are You Talking or Asking in Your Consultations?
  • Biden Administration Could Reduce Estate Tax Exclusion
  • Starting the New Year Right
  • Tax Planning for 2021
  • Updating Your Plan: Beneficiary Designations
  • Updating Your Plan: Your Trust or Will
  • Updating Your Plan: Powers of Attorney
  • It’s Better to Give, Especially This Year
  • A Time for Thanks and Community
  • What the 2020 Election Could Mean for Your Estate Plan
  • Planning for California’s Proposition 19
  • Preparing for the Unexpected…and the Eventual
  • What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
  • Academy’s Fall Summit Virtually Perfect
  • Staying Current is Especially Important in the Pandemic
  • Puerto Ricans are Unique, as Is Estate Planning for Them
  • Generational Wealth is Key to Leveling the Playing Field
  • Chadwick Boseman Demonstrates the Importance of Planning
  • Will Your Estate Plan Still Work If You Move?
  • Planning for Incapacity
  • Building Flexibility into Your Plan
  • Use the Exclusion or Lose It
  • Leaving Assets Can Be Tricky – Part 3
  • Leaving Assets Can Be Tricky
  • Assignment and Nominee
  • Removing Life Insurance Without Triggering the Transfer for Value Rule
  • Frequency, Content, Creativity, Your Value Proposition and You
  • Removing Life Insurance from the Taxable Estate
  • The Basics: “HIPAA” Powers
  • The Basics: Powers of Attorney for Healthcare
  • The Basics: Financial Power of Attorney
  • Uncompensated Transfers
  • Irrevocable Medicaid Trusts
  • Avoiding Family Chaos in the Coronavirus Age
  • Low-Interest Loans: An Estate Planning Technique
  • Are You Giving a Wow Experience?
  • Academy’s Spring Summit Virtually Perfect
  • Academy’s Spring Summit Goes Virtual
  • Families Gather in Novel Ways in Pandemic
  • Shrunken Asset Values Open Estate Planning Opportunities
  • Economic Fallout from Coronavirus May Provide Opportunities
  • Coronavirus and Nursing Homes
  • How Would Your Firm Do in a Blind Test?
  • St. Patrick’s Day and Coronavirus
  • Incorporating Acknowledgments as Part of Your Company Culture
  • Preparing for Coronavirus
  • Best Places to Retire: State Estate Tax
  • Best Places to Retire: State Taxation
  • Planning for the Sandwich Generation
  • Joint Tenancy Pros and Cons
  • Whom Do You Want to Get Your Assets?
  • Beneficiary Designations and Other Non-Probate Transfers
  • The Secret to Successful Events: Checklists!
  • Estate Planning Conference Discusses SECURE Act and More
  • Planning for the Secure Act
  • The Secure Act and What It Means for You
  • Tax Planning for 2020
  • Getting Together with Family for the Holidays
  • How Will You Age in Place and Be Able to Die at Home?
  • Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
  • Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
  • Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
  • Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
  • The Questions of Estate Planning, Part 6: Why
  • The Questions of Estate Planning, Part 5: How
  • Continuing Legal Education in San Diego
  • Fix Your Estate Planning Fees
  • The Questions of Estate Planning, Part 4: Where
  • The Questions of Estate Planning, Part 3: When
  • The Questions of Estate Planning, Part 2: What
  • How Will You Obtain the Care You Need?
  • Income Tax Basis in Estate Planning
  • Income Tax Basis
  • Use Trust Protectors for Added Protection and Flexibility
  • Make Your Own Plan
  • 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
  • Planning for the Unexpected
  • Planning for Education Expenses
  • Planning for Special Needs Children
  • Planning for Step-Children
  • Disinheritance
  • The Importance of Communicating Your Plans
  • Your Planning Can Help Your Loved Ones
  • How Much is Too Much?
  • Many Reasons to Plan
  • Does This Look Right to You?
  • Why Crowdfunding May Cost You Medicaid Eligibility
  • Consequences of Modifying an Irrevocable Trust
  • Clarity is Key to Planning
  • Christmas in June
  • What is a GST Trust?
  • Kiddie Tax is Worse Than Ever
  • Staying Current on Estate Planning
  • New Tax Proposal re: Retirement Savings
  • Modifying an Irrevocable Trust
  • Trust Protectors Add Flexibility
  • Making Trusts More Flexible
  • When and Where You Die Matters
  • Planning is Critical
  • New Estate Tax Proposal
  • ABLE Accounts
  • What Are 529 Plans and What Are Their Advantages?
  • Setting the Mood: What Does Your Office Say About You?
  • What Are UGMA and UTMA Accounts?
  • Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
  • New Tax Proposals
  • State Income Taxation of Nongrantor Trusts
  • State Income Taxation
  • Put Your Name on the Cover! Benefits of Becoming a Co-Author
  • The Little Things May be the Most Important
  • Domestic Asset Protection Trusts
  • SALT Deduction Limit…Can You Get Around It?
  • Tax Tips after New Year
  • Turning the Page on 2018 and Looking Forward to 2019
  • Selecting an Agent
  • Nongrantor Trusts Can Be Very Useful in Certain Situations
  • Grantor Trusts Provide Flexibility and Ease
  • Proposed Regulations Address “Clawback” Issue
  • Being Thankful and Sharing Your Blessings
  • QDRO: Not Just for Divorce Anymore
  • How Are Trusts Taxed?
  • Giving Back
  • Naming a Trust as Beneficiary of an IRA or Qualified Plan Doesn’t Have to Be Scary
  • Estate Planning is About More Than Taxes
  • Prenuptial Agreements Can Provide Remarriage Protection
  • Aretha Franklin Died Intestate: What Does It Mean for Her Family?
  • New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!
  • Planning for the Client Moving Overseas
  • Estate Planning is for You, Not Just Your Parents or Grandparents
  • Special Accounts for People with Special Needs
  • What’s a 529 Plan and What Are the Benefits to Using One?
  • Trusts for Privacy
  • Planning to Avoid Too Much SALT
  • Planning for Lottery Winners, Part 2 of 2
  • Planning for Lottery Winners, Part 1 of 2
  • Estate Planning: It’s Not Just About the Estate Taxes
  • Planning for Frequent Flyer Miles
  • You Never Know: Planning for the Unexpected
  • Incapacity Planning
  • Planning for International Clients
  • 6 Important Estate Planning Considerations – Part 6: Taxes
  • Dead Hand Control: How Much is Too Much?
  • Planning of Unexpected
  • Estate Planning is Too Important to Procrastinate
  • 6 Important Estate Planning Considerations – Part 5: Retirement Assets
  • 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
  • 6 Important Estate Planning Considerations – Part 3: Your Kids
  • Academy Event in Las Vegas Hit the Jackpot!
  • Academy Event in Las Vegas is No Gamble
  • 6 Important Estate Planning Considerations – Part 2: Long-Term Care
  • 6 Important Estate Planning Considerations – Part 1: Incapacity
  • Retirement: It’s Not Just About the Money
  • Treasury Releases New Inflation Adjustment
  • How Are You Planning for Long-Term Care (LTC) Expenses?
  • Income Tax Basis in Estate Planning – Part 2
  • Aging Parents and Estate Planning
  • Moving On Up: Tips for Choosing a Stellar Office Location
  • Basis is Important in Estate Planning
  • Age-Related Retirement Milestones
  • Retirement is Complicated
  • Can You Actually Benefit from Experiencing Sadness?
  • What to Wear to a Black Tie Affair
  • Estate Planning: Simple is Not Always Better
  • Estate Planning: The Simplest Plan is Usually Not the Best
  • How Will Tax Reform Affect Your Estate Plan?
  • Planning for Retirement Plans and IRAs: Asset Protection
  • Planning for Retirement Plans and IRAs: Beneficiary Designations
  • New Tax Law May Affect State Income Tax, Too!
  • Sager Family Shows Perils of Blended Families
  • Donor Advised Funds: IRS Issues New Ruling
  • Most Read Blog of 2017: Basics of Estate Planning: Reasons to Use a Trust
  • New Year’s Greetings
  • Would You Prefer A Charitable Deduction This Year?
  • No Charitable Deduction in 2018?
  • A Special Option for Special Kids
  • Basics of Estate Planning: Powers of Appointment – Part 2
  • Planning to Enjoy Thanksgiving
  • Basics of Estate Planning: Powers of Appointment – Part 1
  • Basics of Estate Planning: IRAs
  • The Powerful “What If” Factor in Marketing and How It Can Generate Sales
  • Basics of Estate Planning: Privacy and Estate Planning
  • Basics of Estate Planning: Portability vs. Credit Shelter Trust
  • Impact Your Community
  • Basics of Estate Planning: Portability
  • Gift Giving A Little Early This Year
  • How Tax Reform Could Impact Various Families
  • Tax Reform and the Estate Tax
  • Basics of Estate Planning: Getting the Most out of Charitable Gifts
  • Law in the U.S. Can Be Participatory
  • Basics of Estate Planning: Lack of Coordination
  • Attorney Consultations
  • Basics of Estate Planning: Two Common Mistakes with Trusts
  • Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
  • Basics of Estate Planning: Estate Planning for Major Life Events
  • Estate Planning Attorneys: Creative Ways to Community Connections
  • Choosing a Roth or Traditional IRA (or 401k)
  • Basics of Estate Planning: Asset Protection – Part 3
  • Basics of Estate Planning: Asset Protection – Part 2
  • Basics of Estate Planning: Asset Protection – Part 1
  • Obamacare and the 3.8% Surtax Here to Stay…for Now
  • Basics of Estate Planning: Domicile and Residency
  • Basics of Estate Planning: Trust Protectors
  • Basics of Estate Planning: Decanting
  • Missed Your Deadline to Elect Portability? Treasury to the Rescue!
  • Basics of Estate Planning: Taxpayer Identification Numbers
  • Basics of Estate Planning: Credit Shelter Trusts
  • Basics of Estate Planning: Prenuptial Agreements
  • Trump 2018 Budget Would Slash Medicaid
  • Basics of Estate Planning: Coordination of the Estate Plan
  • Racing to Success in Indy
  • Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 4 of 4)
  • Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 3 of 4)
  • Do Your Clients Need More “Love Letters” from the Law Firm?
  • Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 2 of 4)
  • Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 1 of 4)
  • Victory? A VA Case Study
  • 3.8% Surtax Here to Stay…for Now
  • Basics of Estate Planning: Charitable Trusts
  • Basics of Estate Planning: Irrevocable Life Insurance Trusts
  • Basics of Estate Planning: Client Control
  • Basics of Estate Planning: Community Property and Separate Property
  • Basics of Estate Planning: IRAs, Retirement Plans, and Trusts
  • It’s Not All About the Money: Determining “Non-Financial” VA Eligibility
  • Basics of Estate Planning: Medicaid Planning and Trusts
  • Basics of Estate Planning: Joint, Separate, and Unmarried Trusts
  • Basics of Estate Planning: Trusts and Subtrusts
  • Protecting Client Privacy and Security
  • Dig, If You WILL . . . the Truth About Prince’s Estate
  • Basics of Estate Planning: Reasons to Use a Trust
  • Basics of Estate Planning: Types of Trusts
  • What is a Trust?
  • The Medicaid Millionaire: Myth or Reality?
  • Kicking the Bucket List, Part 3
  • Trump Tax Plan
  • National Family Caregivers Month
  • Giving Gift A Little Early This Year
  • Pat Summitt: Redefining Heroism in the Face of Alzheimer’s
  • Kicking the Bucket List, Part 2
  • Haunted by Halloween Candy Overload?
  • Importance of Marshalling Assets
  • Got the Backlog Blues?
  • Kicking the Bucket List
  • 529 Plans for Tax Savings and Asset Protection
  • Lessons from Braiterman
  • Donald Trump’s Tax Plan
  • Hillary Clinton’s Tax Plan
  • Miracle on the Hudson
  • Prepare for Proposed 2704 Regulations, Valid or Not
  • Common Mistakes in Estate Planning, Part 4 of 4
  • Bubbles & Boxes Business Planning
  • Common Mistakes in Estate Planning, Part 3 of 4
  • Common Mistakes in Estate Planning, Part 2 of 4
  • Be Our Guest – Academy Strategic Planning Webinar for Non-Members
  • 8 Reasons to Consider Keeping It in Trust
  • Common Mistakes in Estate Planning
  • 5 Helpful Tips When Dealing with Difficult People
  • What’s Your Commute?
  • “If I Die”
  • Comprehensive Estate Plan Includes Funding
  • Trust Funding Essentials
  • International Estate Planning Needs May Increase with “Brexit”
  • 4 Planning Mistakes with IRAs and Retirement Plans
  • Avoiding Family Disputes
  • Nadeau v. Thorne – No Reason to Fear
  • Clintons Spotlight Estate Planning Technique
  • Staying Ahead of the Game
  • Estate Planning & Tax Basis Basics
  • All Happy Families Are Alike
  • Planning for Divorce
  • Public Deaths: Shakespeare’s Will and Prince’s Likely Intestacy
  • 5 Simple Tips for Traveling
  • What’s a Bonus and What’s a Dividend?
  • Converting to a Roth
  • How To Completely Understand The Rule of Halves
  • Frances Bean Cobain’s Divorce shows Importance of Planning
  • End-of-Life Options Expanding
  • Interesting Case
  • What’s a Roth?
  • The Wisdom of Never Giving Assets to the Kids
  • Harper Lee, Inspiration to Lawyers, Should Have Used a Trust
  • Location, Location, Location! Choosing the Best Location for Your New Office
  • The President Wants Changes
  • Planning for Alternative Families
  • Top Mistakes with Fiduciaries
  • Conduit Or Accumulation Trust
  • Preparing for Life and its End
  • Credit Cards, Debit Cards, and Trusts
  • 3 Things To Consider When Planning For Clients Over $10 Million
  • The New Year’s Greetings
  • Congress Gives an Early Christmas Present: Charitable IRA Rollover
  • Medicaid Planning for Previously Transferred Assets
  • How to Practice in Estate Planning, Part 9
  • Tips On Calculating Payments From IRAs
  • Thanksgiving
  • What is the Secret to Success?
  • How to Practice in Estate Planning, Part 8
  • Family Harmony is Important
  • Digital Assets
  • 2 Ideas On What We Can Do About Lawyers Who Give Assets To Kids
  • All Booths Are Not Created Equal: Tips and Tricks to Stand Out
  • Public Speaking is Important
  • Insurance Is Important
  • How to Practice in Estate Planning, Part 7
  • Formalities Matter
  • Clients Often Make a Mess of Things
  • There’s No Such Thing as the 60-Month Rule
  • Our 24/7 Work Culture: The Negative Impact of the Rise in Working Hours
  • Will the Children Squander It?
  • How to Practice in Estate Planning, Part 6
  • Another Loophole?
  • Closing Loophole?
  • How to Calculate the Minimum Months to Qualify & Assets at Risk to Break Even
  • How to Practice in Estate Planning, Part 5
  • More End-of-Life Planning Coming?
  • LegalZoom Files $10.5M Antitrust Suit Against North Carolina Bar, Cites SCOTUS Dental Case
  • Marriage Pros and Cons
  • How to Practice in Estate Planning, Part 4
  • When It Comes to Medicaid, What Is the Break-Even Point?
  • Same-Sex Marriage Goes National
  • How to Practice in Estate Planning, Part 3
  • Little Things Matter
  • What You Need To Know About Using Personal Care Plans
  • Disinheritance Done Properly
  • Ethics of Cloud Computing
  • Knowing The Breakeven Point… A Must When Pre-Planning!
  • Talking About Charity
  • Same-Sex Marriage Showdown
  • Learning Never Stops
  • 7 House Rules for Participating in Conference Calls
  • Off to Louisville!
  • How to Practice in Estate Planning, Part 2
  • You Reap What You Sow (Today’s Thought for the Day)
  • Strange Inheritances
  • How To Plan For The Home The Right Way
  • Life Insurance Trusts and Fiduciary Duties
  • Health Care Documents May Be the Most Important Thing We Do
  • How to Distinguish the Snapshot Date from the Look Back Date
  • Same Story, Different Language
  • 10 Happiest States: The Happiest Will Surprise You!
  • Be a Peak Performer
  • How to Practice in Estate Planning
  • Same-Sex Marriage in Alabama
  • ABLE Act Adds Another Planning Tool for the Disabled
  • New Year, Fresh Perspective.
  • Could Capital Gains Taxation Change?
  • Same-Sex Marriage Update
  • Trusts and the Rule Against Perpetuities
  • Same Sex Marriage Update
  • Altruistic Academy Associates
  • Year-End Tax Planning, Part 2
  • Year-End Tax Planning
  • Dear Past, Thank You for the Lessons…
  • Giving for the Holidays
  • Who Owns the Casket?
  • What Clients Want
  • 10 Best States for Retirement
  • 10 Worst States for Retirement
  • Same-Sex Marriage Showdown Likely
  • Death with Dignity
  • The Gift of Giving
  • Charity Begins at Home
  • Marriage: Whether to Say “I Do”
  • Estate Planning is Not a Bunch of Hocus Pocus
  • Don’t Forget the Intellectual Property
  • Tipping Point for Same-Sex Marriage: Majority Now Live Where Same-Sex Marriage Allowed
  • Are You Talking About Healthcare Costs In Retirement with Your Seminar Prospects?
  • A Tale of Two Plans
  • Planning Takes the Edge Off
  • End-of-Life Planning: Estate Planning at its Core
  • How to WOW
  • Amending or Restating: Which is Better?
  • Health Care Powers of Attorney
  • Bridging the Credibility Gap: 3 Things You Need To Do To Gain Prospects’ Confidence and Improve Seminar Response! (Part 1 of a 3 part series)
  • Powers of Attorney
  • Planning for Students
  • Depression, Mental Illness, and Estate Planning Attorneys
  • A Nursing Home May Be the Best Option
  • How Law Firms Can Build Strong Relationships with Banks
  • Privacy Through Trusts
  • Accountability
  • Is A/B Planning Still the Gold Standard?
  • Disclaimers
  • Alternate Valuation
  • Grantor Trusts
  • Inherited IRAs in Bankruptcy
  • Farewell to Tony Gwynn, A Local San Diego Hero and Mentor
  • Helping Clients Decide
  • Choosing the Right Mix
  • Same-Sex Marriage: Oregon and Pennsylvania Make 19
  • Texas Weather Beats Out San Diego Weather (Lately)!
  • Leaving a Charitable Legacy
  • Gifting
  • Leaving a Legacy
  • Trust the Process
  • Off to Houston!
  • Personal Accountability
  • Powers of Appointment
  • Tax Day
  • Penny-Wise, Pound-Foolish
  • Easing the Concerns of Potential Clients
  • Estate Planning: In Theaters Now
  • “What is the Theme Song of Your Life?”
  • Qualified Disclaimers
  • Numbers Talk, But Are You Listening?
  • Spring Cleaning
  • Costs of Settling the Estate
  • Pointers from Philip Seymour Hoffman’s Estate Plan
  • Choosing the Right Fiduciary
  • 3 Pointers from Paul Walker’s Estate Plan
  • What is a myRA Account?
  • Estate Planning for Olympians
  • If You Can’t Beat ‘Em, Join ‘Em!
  • 7 Important Questions in Drafting a Trust
  • The Balkanization of Estate Planning
  • Same-Sex Marriage: Utah is (Temporarily) 18th
  • Downton Abbey Demonstrates Importance of Estate Planning
  • Here’s to 2014!
  • Same-Sex Marriage: New Mexico Becomes 17th; North Dakota Adds a Wrinkle
  • Santa’s Eight Marketing Secrets to Successful Marketing
  • Planning After Divorce
  • Planning for International Clients: Part 2 Foreign Assets
  • Planning for International Clients: Part 1 Estate Taxation
  • Hope Floats. Fear Sinks!
  • Tax Reporting for Same-Sex Couples, Missouri Adds a New Twist
  • Same-Sex Marriage expands to Hawaii
  • Guiding the Client: You’re the Expert
  • Illinois Makes 15
  • Philanthropy
  • Recognizing the Source
  • Back from South Carolina
  • Reflections on the Academy Summit
  • Reflections at the Academy Summit
  • The Academy Summit Approaches
  • Lobster Burritos with Jalapeno Cream Sauce
  • Coming of Age Means Doing Estate Planning
  • 10 Reasons Why Members Love Attending Our Events
  • Think Before Squeezing the Toothpaste Tube!
  • The Importance of Directives
  • Can Successor Trustee Purchase Trust Property?
  • Planning for Married Same-Sex Couples
  • Non-Tax Reasons to Plan
  • Greater Clarity on Same-Sex Marriage, Slowly
  • PaperLESS Summit Coming in October! Our Eco-Friendly Commitment to Reduce our Paper Dependency
  • What’s a Trust Protector?
  • Life and Death in Assisted Living
  • James Gandolfini: A Death too Public
  • Help Prevent Post-Mortem Identity Theft
  • Grantor Trust Reporting
  • Which are Better, Wills or Trusts?
  • FREE GIFT for Webinar Participants: Latest Academy Education Department Recording on Supreme Court DOMA Ruling
  • Income Taxation of Same-Sex Spouses
  • At the Hospital, LGBT Clients May Still Need More Legal Documentation than Others
  • Asset Protection Attributes of Credit Shelter and Beneficiary Trusts
  • Making Seminar Attendee Reminder Calls is NOT an Option!
  • 11 Core Strategies to Create a Purpose and Profit-Driven Practice – July 17th at 2pm PT / 5pm ET
  • DOMA Held Unconstitutional
  • Importance of Basis in Medicaid Planning
  • 11 Core Strategies to Create a Purpose and Profit-Driven Practice – 60 Minute Webinar for Non-Members
  • Forgotten Estate Taxes
  • THE ACADEMY’S GREATEST HITS — Session 7, Asset Protection—Staying Out of Trouble
  • Beneficiary Designations Are Critical
  • Assisted Suicide Legislation on the Rise: What’s Happening in Your State?
  • THE ACADEMY’S GREATEST HITS — Session 6, How Genuine Rapport Generates Referrals
  • Helping Clients Achieve Their Goals
  • THE ACADEMY’S GREATEST HITS — Session 4, Required Technology For Law Firms Today
  • Same-Sex Marriage Update and Planning Opportunities
  • Premier Estate Planning Organization Celebrates 20 Years of Transforming the Legal Industry
  • Heir of Last Resort
  • A Long (But Not Strange) Trip
  • THE ACADEMY’S GREATEST HITS— Session 3, Mastering 1st Consultations
  • Communication
  • Protecting Sensitive Information in the Age of Digital Mobility
  • Divorce By Conservator
  • THE ACADEMY’S GREATEST HITS — Session 2, Top 10 Legal Questions (and Answers)
  • Proposed Estate & Gift Tax Changes
  • The Green Book
  • THE ACADEMY’S GREATEST HITS — Session 1, Why Most Small Businesses Fail
  • Who Pays the Tax?
  • Avoiding Increased Income Taxes
  • Avoiding Conflicts When it Comes to Distributing Trust Assets
  • High Court Drama Unfolds Regarding Same-Sex Marriage
  • Grantor Trust: Use Them While You Can
  • Innovation in Uncertain Times: Jacoby & Meyers Enters the Legal Forms Business
  • Speaks at Death
  • 7 Easy Actions for National Healthcare Decisions Day (April 16)
  • The World of Digital Assets Becomes a Little Less Wild
  • Academy Webinar Replay Now Available for Attorneys!
  • It’s a Black Tie Affair, What Will You Wear?
  • Carter Center’s Winter Weekend
  • QPRTs for Asset Protection?
  • Attorney Blogging
  • FREE GIFT for Webinar Participants: Latest Education Department Recording on “THE RECENT TAX LAW CHANGES”
  • Helping Clients Steer Clear of the Investment Earnings Surtax
  • Medicare Surtax
  • Law Practice Blueprint: 11 Core Systems for Total Estate Planning Success – February 13th At 2pm PT/ 5pm ET
  • How a CRT Can Help Defer and Reduce the Impact of ATRA
  • ACADEMY EDUCATION ALERT 2013 Tax Law Update
  • Capital Gains Taxes Increase
  • Law Practice Blueprint: 11 Core Systems for Total Estate Planning Success, 60 Minute Webinar for Non-Members
  • Oral Argument Dates Set in Same-Sex Marriage Cases
  • Fiscal Cliff Averted
  • Preparing for a Tax Law Change
  • Time For Reflection and Celebration
  • Changes May Be Coming for Same-Sex Estate Planning
  • Communication is Key, Even When Relations are Strained
  • 12 Days Left!
  • In the Passing of a Loved One, Little Things May Matter Most
  • Obamacare: What Estate Planning Attorneys Need to Know
  • International Estate Planning Issues
  • SAFE Trust Traps
  • Election 2012: Estate Tax Implications
  • Zsa Zsa Shows Importance of Naming Proper Fiduciaries
  • Substantiating Charitable Gifts
  • The Carter Center
  • Some Humor: Mendel Triathlon
  • Pooled Trusts: Third Circuit Decision of Note
  • Estate Planning With Blended Families
  • Mickey Rooney’s Cautionary Tale
  • Gray Divorce Requires Planning
  • Everyone Has an Estate Worthy of Estate Planning
  • Death by Forgery: Case Shows How Not to Conduct Advance Care Planning
  • Get It While It Lasts!
  • This Week’s Line Up!
  • Law Firm Services for the Disabled
  • On the Beauty of Process: The E-Myth Attorney: A Review
  • Inquisitive, Not Nosey
  • Thomas Kinkade’s Estate Plan Mired in Litigation
  • The “5 D’s” for Reviewing Clients’ Advance Directives
  • Online Reviews May Cause Ethical Problems
  • Private Letter Ruling Surprise
  • Timing Is Everything
  • Naming Proper Fiduciaries
  • Wills Must Meet Formalities, Right?
  • Justice Ginsburg: A National Treasure and Aspiring Diva
  • College Coeds Need a HIPAA Release
  • Filial Support Laws Exist in 29 States
  • Are You Charging Enough?
  • Why Add an Elder Law Component to Your Practice
  • Darn Homophones!
  • Irrevocable Trusts Need Flexibility
  • DOMA Unconstitutionality and Estate Planning
  • Posthumously Conceived Children
  • Network Like a Pro
  • Clients Want Everything, and That Is OK
  • Are Revocable Living Trusts Appropriate for Everyone?
  • Transformational Medicaid Training Workshop in Chicago for Academy Members
  • Estate Planning for Adult Children
  • 2012 May Be a Good Year to “Roth”
  • The Incredible Grat
  • Williamsburg, Virginia in the Spring!
  • Facebook Founders Provide an Excellent Estate Planning Example
  • Building Relationships in Predictable Bursts
  • What You Can Do About Elder Abuse
  • Helping Your Clients Overcome Tax Planning Paralysis
  • Three Talking Points from Whitney Houston’s Will
  • Are You Board Certified? If Not, Maybe You Should Be
  • To Fund or Not to Fund: Transferring Real Estate to a Trust (Bonus Blog)
  • To Fund or Not to Fund: What to Know Before Transferring Real Estate to a Trust (Part Three of Three)
  • Do You Have the Time for Social Media?
  • To Fund or Not to Fund: What to Know Before Transferring Real Estate to a Trust (Part Two of Three)
  • To Fund or Not to Fund: What to Know Before Transferring Real Estate to a Trust (Part One of Three)
  • First Impressions…
  • Wake Up Call: Top Five Regrets of the Dying
  • Online Strategy Endorsement: LawInfo.com
  • Estate Planning with Boomerang Children in Mind
  • Americans Are Spending More On Their Pets – What Does This Mean For Your Practice?
  • Facebook as a Digital Asset
  • Do You Counsel Your Clients About Safe Deposit Boxes?
  • How Whitney Houston Can Help You Better Serve Your Clients
  • Bad Online Review? Think Carefully Before You Respond
  • Groupon for Lawyers?
  • A Unique Estate Planning Tool
  • Portability Does Not Replace the Credit Shelter Trust
  • A Candidate’s Tax Return Shows Estate Planning
  • Keeping Dozens of Cats May Be Deductible
  • Estate Planning: The Practice of Competing Goals
  • Discounts: A Complex Matter
  • A Dramatic Reminder of an Ethics Fundamental
  • Philanthropy: Guiding Your Clients Towards a Lasting Legacy
  • Keeping Your Employees Honest
  • Recognizing Financial Elder Abuse
  • An FDIC Cheat Sheet
  • Learning About Legacy Planning From Steve Jobs
  • Joint Tenancy and Medicaid Eligibility
  • The Trouble with Joint Tenancy
  • Did You Know That This is National Estate Planning Awareness Week?
  • Retirement Account Traps Can Blindside You and Your Clients
  • No One is Indispensable, Not Even You
  • Today’s Low Interest Rates: a Great Estate Planning Opportunity
  • Fair is Not Always Equal
  • Community Property for Lawyers from Non-Community Property States
  • Up-in-the-Air Estate Planning: Frequent Flyer Miles
  • Leaving Children a Legacy, Not Just Money
  • Is LegalZoom Practicing Law?
  • Same-Sex Divorce
  • Same-Sex Marriage Passes In NY: What Does It Mean?
  • Anna Nicole Smith Case Finally Decided
  • The Changing Face of Law
  • Three Tips for Avoiding Ethics Violations
  • What Does it Mean to Keep Good Records?
  • Trusts: How Long is Too Long?
  • New Law, New Strategy: QPRTs
  • New Law, New Strategy: Irrevocable Trusts
  • New Law, New Strategy: Setting the Stage
  • Another Reason to Stretch That IRA
  • Charitable Lead Trusts: A Win-Win Scenario
  • Is the Time Right for a Dynasty Trust?
  • Another Reason to Do It Right the First Time
  • Lending Japan a Helping Hand: Tips for Making Your Donation Count
  • Death Row Organ Donation
  • Post-Death Palimony
  • When a Will Contest is Not Enough
  • Pre-Mortem Will Contests
  • Insurance Adds Liquidity to an Estate
  • Revocable Trust – Privacy In Death
  • Flexibility In Estate Planning Is More Important Than Ever
  • The AB Trust: Still the Gold Standard
  • Who’s Your Daddy?
  • Heckerling Leaves Open Questions
  • Estate Planning Quandary: Children Conceived After Death
  • Opting In: Where Will Your Organs Go When You Die?
  • Consumers Want to Know More About TRA 2010: The New Tax Law
  • Who Gets The Embryo?
  • Get Your PTIN for the Holidays!
  • Protecting Against Divorce
  • Counseling Clients on How to Leave Assets
  • The Basics May Be the Most Important
  • Estate Planning Attorneys: We Make a Difference
  • May You Live in Interesting Times
  • Having No Estate Tax: Is It an Opportunity to Die For?
  • Can Congress Reinstate the Estate Tax Retroactively?
  • Trustees are Central to Trust Function
  • What Makes a Legal Document “Legal”?
  • The Fairness of the Estate Tax
  • Inherited Wealth: How Much is Too Much?
  • Disclosure Is Key To Discount Planning
  • 6 Weeks Left: What Don’t You Want to Do?
  • Decisions, Decisions: Bypass Trust vs. Marital Share
  • State Law May Override Tax Benefits of Bypass Trusts
  • What You May Not Know About EGTRRA
  • Pre-Validation of Wills and Trusts: Novelty, Fluke, or Trend?
  • Dan Duncan’s Heirs Hit A Gusher
  • Steinbrenner Hits a Homerun–Even in Death
  • Do Your Earnings Justify The Hours You Work?
  • Judge Rules DOMA Unconstitutional: What It May Mean For Estate Planning
  • The Incredible Shrinking Privity Doctrine
  • Estate Planning Attorneys and Their Clients in Limbo
  • Get it While You Can: Short-Term, Zeroed-Out GRATs
  • Community Property Traps in Estate Planning
  • Common Law Marriage Could Be a Wrench in Your Estate Plan
  • Retirement Plans and the Spouse: Special Relationship, Special Rules
  • E-Myth Attorney: Not Just Another Book Report…
• Category: Estate Planning Documents
  • The Questions of Estate Planning, Part I: Who
  • How Does Your Work… Flow?
• Category: Estate Planning Education
  • Why You Should Be Building an Email List
  • Understanding Undue Influence – Part I
  • Understanding Tax Apportionment Clauses
  • The Toll of Serving as Fiduciary
  • The Power in Powers of Appointment
  • What an In Terrorem Clause Can Do for You
  • Business Succession Planning May Be Easier than You Think
  • Application of the Transfer for Value Rule to the Sale of Life Insurance
  • What Estate of Marion Levine Means for Life Insurance
  • Let’s Talk about Trusts…and Taxation
  • Just When You Thought You Understood the 10-Year Rule, Think Again
  • What Everyone Should Know about the New FDIC Regulations
  • How Estate Planning for a Family May Trap the Unwary Practitioner
  • It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
  • Changing “Irrevocable” Trusts Through Use of a Trust Protector
  • Fair Isn’t Always Equal and Vice Versa
  • Planning Is Important
  • Staying Present is Especially Important in the Pandemic
  • Leaving Assets Can Be Tricky – Part 2
  • Academy’s Continuing Legal Education is a Distinct Achievement
  • CE Providing Attorneys: Double Check Your List
  • Lead By Example for NHDD
  • Prenuptial Agreements In Estate Planning
  • The Law and Human Remains
  • Philanthropy and the Estate Tax
  • Avoid Attorney Discipline and Malpractice: Don’t Dabble
• Category: Financial Analysis
  • Vampire Food or Comeback Kid? – What’s the story of your 2021 numbers?
  • How Do You Grow a Practice? Let Me Count the Ways….
  • The Tax Man Cometh…
• Category: Financial Services
• Category: General
  • The New Normal
  • Preparing for an Emergency
  • 15 Days of Gratitude
  • Have a Merry Mindset
  • Change Yourself, Transform Your Life
  • Is Sleep in Your Leadership Tool Bag?
  • Time to Work (Out)!
  • It’s All About the D!
  • How I Landed on Another Plan-It
  • Goodbye Sugar, It’s Been Sweet
  • Just Another Four-Letter Word
  • Do Your Clients Have the Same Problems as Tom Brokaw?
  • Announcing…the New www.aaepa.com
• Category: Law Firm Marketing
  • How Google’s Latest Update Impacts Your Law Firm Website
  • Quick Tips to Improve Your Local Search Rankings
  • Facebook Ads for Law Firms
  • 5 Tips to Level Up Your Next Email Marketing Campaign
  • How to Rank Your Law Firm in Google’s Local 3-Pack
  • What Were You Doing Three Months Ago?
  • 6 Content Marketing Myths Debunked
  • Law Firm Marketing on LinkedIn
  • Stop Googling Yourself and Start Accurately Measuring Your Online Marketing Success
  • Video Marketing & Your Law Firm
  • Social Media Marketing & Your Law Firm
  • Crafting a Compelling “About Our Firm” Page
  • Required Law Firm Website Updates: Are You Ready for Google’s Latest Algorithm Update?
  • How to Safely & Strategically Return to In-Person Seminars
  • Maintaining Your Law Firm’s Google My Business Listing
  • Social Media Cheat Sheet: Character Limits & Posting Parameters
  • Facebook Ad Objectives: What Every Law Firm Should Know
  • Online Marketing Images Cheat Sheet
  • Online Marketing & Metrics That Matter
  • Facebook Marketing Pitfalls to Avoid
  • 4 Quick Tips for Improving Your Local Search Rankings
  • Managing Effective Email Marketing Lists
  • What Domain is Right for Your Law Firm?
  • Fundamentals of an Effective Website
  • 5 Content Mistakes to Avoid
  • 4 Quick Tips for Optimizing for Increased Conversions
  • Connect with Clients via Live Chat
  • Help, My Law Firm’s Google My Business Listing Has Disappeared!
  • Successful Law Firm Marketing
  • 6 Steps to a Stronger LinkedIn Presence
  • Everything You Need to Know About Google’s Latest Algorithm Updates
  • Top 3 Google My Business (GMB) Features for Your Law Firm Listing
  • Enhance Your Website and Social Media Channels with Images
  • The Truth About Email Marketing Lists
  • Selecting the Right Domain for Your Law Firm
  • Is Your Law Firm Ready for the Next Change to Facebook?
  • Google My Business (GMB) Posts & Your Law Firm
  • Top Ten Tips for Stellar Email Marketing Campaigns
  • The Online Marketing Metrics That Matter Most
  • AVVO’s Impact on Your Law Firm
  • Farewell Google+
  • Have You Heard About The….?
  • Local Search Rankings and Your Law Firm
  • Engaging Law Firm Prospects with Live Chat on Your Website
  • Securing Your Law Firm’s Facebook Page
  • 4 Quick Tips for Optimizing and Increased Conversions
  • Elements of an Effective Website
  • The Ultimate Guide to Google Posts
  • 6 Vital Steps to Take When Moving Your Law Firm to a New Location
  • What Were You Doing 90 Days Ago?
  • Link-Building Mistakes to Avoid
  • Why Should Your Firm Use Client Engagement Standards?
  • Love Them or… They’ll Leave You: 4 Reasons Clients Stick with Law Firms
  • Managing Your Law Firm’s Online Reputation
  • Google My Business: The Game-Changer for Law Firm SEO
  • Effective Use of Images in Online Marketing
  • How to Keep Your Law Firm Content at the Top of Facebook’s Newsfeed
  • Online Marketing Trends 2018
  • How Your Firm Can Take Advantage of Google Posts
  • Back by Popular Demand: So You Want to Start a Podcast?
  • 5 Pitfalls to Avoid with Facebook
  • Marketing Opportunities: The One and Done Client
  • 3 Easy Ways to Improve your Law Firm’s Local Search Rankings
  • Facebook – The Virtual Networking Jackpot
  • 10 Tips for Improving User Experience on Your Law Firm Website
  • ‘Tis the Season to Start Planning for 2018
  • Selecting the Good Domain for Your Law Firm
  • Is Your Networking… Working?
  • Top Challenges to Legal Blogging and How to Overcome Them
  • Are Your Marketing Pieces Printing with Blurry Images?
  • Back to the Basics
  • The Secret Ingredient
  • Keeping Your Law Firm’s Facebook Page Secure
  • Top 3 Reasons You Need to Consider Mobile for SEO
  • We’re Relaunching Our Attorney Directory Search-Attorneys.com
  • Video Marketing & Your Law Firm – If You Film It, They Will Come
  • Quick-Start Guide to SEO in 2017
  • Local SEO & Your Law Firm
  • Are You a 5-Star Firm?
  • Are eNewsletters Still A “Thing”?
  • Backlinks & Your Law Firm
  • Fact or Opinion?
  • 12 Days of Online Marketing
  • 11 Ways to Identify Your Ideal Client
  • How Even the Busiest Attorneys Make Time for Content Marketing (and Why They Should!)
  • Keys to Increasing Your Law Firm’s Conversion Rate
  • Social Media: The (Potential) Humanizing Effect
  • Google’s Penguin Update
  • Live Chat and your Law Firm
  • Using Social Media to Make Your Mark
  • 10 Tips for Effectively Using Video in your Social Media Marketing
  • Networking with Niches: It’s All About Who You Know and Who You Want to Know
  • Google has Strengthened its Mobile-Friendly Ranking Signal. Again.
  • Amp Up Your Online Event Marketing
  • Are You Writing for the Right Person?
  • Are My Prospects Getting Social?
  • Email Marketing: the Path to Increased Conversions
  • Dear PBC…
  • Stop Googling Yourself and Start Accurately Measuring Your Online Marketing Success
  • How Facebook Audience Optimization Can Help You to Better Connect with Followers
  • 5 Ways to Make Your Law Firm Website the Best Site It Can Be in 2016
  • Dear PBC
  • Making a List, Checking it Twice! 10 Ideas to Jump Start 2016
  • Google Shares Search Quality Guidelines
  • Six Link-Building Mistakes That Could Damage Your SEO Strategy
  • 4 Easy Ways to Improve your Local Search Rankings
  • 8 Ways to Avoid Overlooking Client Contact
  • Is Your Law Firm Website Turning Away Prospects?
  • Google Panda 4.2 Is Here: What It Means For Your Law Firm
  • Got the Summertime Blues? Plan for Blue Skies Instead! 
  • Facebook Authorship Feature Can Help You Build a Following
  • Is Your Firm’s Credibility in Question?
  • Lights! Camera! Action!
  • Making Avvo Work for You
  • Copyright Law & the Use of Images on Your Law Firm Blog
  • Different Is Better Than Better
  • New Google Mobile-Friendly Algorithm About to Launch
  • 11 Ways of Identify Your Perfect Client
  • Reach Beyond the Transaction – Build Relationship Capital Instead
  • 5 Actionable Tips for Improving Your LinkedIn Presence
  • Discover the SEO Benefits of Event Marketing
  • What Attorneys Can Learn From My Dentist
  • 2014 Google Updates & What They Mean To You in the New Year
  • ‘Tis the Season for the Personal Touch
  • Five Quick Steps to Building Your 2015 Social Media Marketing Calendar
  • Lead Generation Doesn’t Happen By Magic
  • Overcoming the Top 3 Legal Blogging Challenges
  • Leveraging Google+ for Your Law Firm
  • Remain Top of Mind & Earn More Business With These 5 Emails
  • School’s Back in Session! How Kids Can Teach Us Something About Organization
  • How to Effectively Market Your Law Firm on Twitter
  • Run the Client Experience Marathon with Email Marketing
  • Google My Business & Your Law Firm
  • 5 Quick Steps to Effective Law Firm Marketing on LinkedIn
  • How to Create a Compelling Estate Planning Drip Campaign
  • Is Your Law Firm’s Facebook Page Secure?
  • Drip, Drip, Drop: Drip Marketing Just Won’t Stop
  • Online Search Now the Most Popular Way to Find an Attorney
  • 5 Email Marketing Etiquette Tips
  • Big Changes Coming to your Facebook Law Firm Page
  • How to Forge a Strong, Immediate Rapport with Prospects Through Email
  • Turning Water into Wine with Web Leads
  • Don’t Let Office Move Harm Your Law Firm Search Rankings
  • 4 Ways to Make Prospects Fall in Love With Your Law Firm
  • Measuring Your Law Firm Online Marketing Success
  • 7 Tactics for Improving Your Law Firm’s Local Search Rankings
  • 10 Tips for the Very Best Attorney Bio on Your Law Firm’s Website
  • 5 Biggest Myths About Content Marketing
  • Scare Up More Business with Video Marketing
  • Are You Guilty of One of These 5 Marketing Design Sins?
  • The Definitive Guide to Securing Your Firm’s Social Media Accounts
  • Let Your Personality Shine Through: Differentiate Yourself from the Competition
  • Facebook Contests & Promos: Is Easier Better?
  • Above the Fold Design for Effective Email Marketing
  • 3 Steps to Establishing Google Authorship
  • Make SlideShare Part of Your Content Marketing Strategy
  • What Benjamin Franklin Can Teach Us About Email Marketing
  • Change Perceptions with a Change in Pricing Structure to Boost Your Profits
  • THE ACADEMY’S GREATEST HITS — Session 5, Integrated Law Firm Marketing
  • You Set Up a Company Facebook Page, So Now What?
  • The 5 Biggest SEO Mistakes You’re Making
  • Nurturing Prospects with Email is a Long-Term Courtship
  • 3 Steps to Google+ Success
  • How to Take the Perfect Candid Photo for Engaging Attorney Marketing
  • 6 Facebook Marketing Pitfalls to Avoid
  • Tips From a Scheduling Junkie: Using Editorial Calendars to Organize Your Marketing Efforts
  • The Power of Blogging
  • Epsilon Survey Reports: Prospects Prefer Direct Mail: Social Media, blogs, emails and banner ads are considerably less trusted
  • Four Stories That Will Help You Earn More Business
  • Quick-Start Guide to SEO
  • 5 Strategies for Obtaining Valuable Online Reviews
  • Why Attorneys Hate Marketing – And How to Respond
  • Why Stories Will Help You Sell More Services
  • 5 Strategies for Optimizing your Facebook Fan Page
  • Make Your Blog Sparkle and Shine in the New Year – Part 2
  • Make Your Blog Sparkle and Shine in the New Year – Part 1
  • 5 Essential Steps to Reaching Your Revenue Goals
  • 9 Winning Strategies for Optimizing Your Social Media Accounts
  • Technology Beckons Innovation, Even in Highly Traditional Industries
  • Big Changes to LinkedIn Company Pages Arrive
  • Blogging for Lawyers: Why Blogs Make Dollars and Sense
  • Ten Tips For Subject Lines That (Politely) Scream “Read Me!”
  • Target a New Audience with Online Video
  • 7 Tips to Improve Presentation and Engagement in Email Marketing
  • Add This: Google+ Now Available for HootSuite
  • Facebook May Not Be As Social As You Think
  • Six Tips for Running a Successful Social Media Promotion
  • Can You Teach an Old Dog New Tricks?
  • Your Law Firm Email Trail
  • Have You Played with Facebook Ads?
  • Keys to Managing Your Online Reputation
  • Powerful Presentations
  • The Value of Local Search Marketing
  • Three Tips for the Social Media-Shy Attorney
  • Good Or Bad — How Do You Wow?
  • 3 Social Media Myths You Can’t Afford to Believe
  • A Crash Course in Law Firm Marketing
  • Three is the Magic Number
  • Is Direct Mail “Old School”?
  • Email Marketing: Pay Attention to Your Analytics
  • 15+ Ways to Avoid Getting Ripped Off with Direct Mail – Part 3
  • 15+ Ways to Avoid Getting Ripped Off with Direct Mail – Part 2
  • Will Your Email List Get You Into Trouble?
  • Marketing Game Changers
  • 15+ Ways to Avoid Getting Ripped Off with Direct Mail – Part 1
  • Prospecting to Affluent, Non-Seminar Attending Americans
  • It’s All Going to the Dogs!
  • How to Handle a Social Media Fumble in Your Law Firm
  • How Do You Generate Probate Business?
  • Special Training Can Help Improve Your Seminar Conversion Rate
  • Step by Step Marketing – Part 2
  • The One-Trick Pony Died
  • LinkedIn Lawyers?
  • Step by Step Marketing—Part 1
  • Debunking the Myth About Summer Seminars
  • Reality Check: The Importance and Techniques of Marketing to Affluent Women!
  • Twitter for Lawyers
  • Social Media and Legal Ethics
  • Three Online Marketing Don’ts
  • Two Popular Marketing Methods
  • When Marketing Does NOT Work…
  • The Lawyer as Salesperson
  • Seminar Marketing – Best or Bust?
  • Are You Stuck?
  • Social Media Tips for Estate Planning Attorneys
  • Put April 16, 2011 On Your Marketing Calendar
  • Which Markets Are You Targeting?
  • Everyone Wants to Be Part of A Group… Even Your Clients
  • Marketing: Expense or Investment?
  • You Can Create A New Marketplace
  • The Best of Anything Costs More
  • LinkedIn Features You May Be Overlooking
  • Do You Dominate Your Market?
  • Can You Retain The Clients You Attract?
  • Do You Have A Coach?
  • Gauging Client Satisfaction
  • Building Your Law Firm One Referral Source At a Time
• Category: Law Firm Net Revenue
  • Response to the Blog About Raising Your Fees
  • Your Fees Reflect Your Value
  • The Secret to Success Hidden from Your View
  • Maximize Your Marketing Budget: 4 No Cost Ways to Increase Revenue
• Category: Law Firm Staffing
  • Employee Retention & Hiring Strategies in a Post-Covid Labor Market
  • Job Descriptions
  • Radical Candor and Psychological Safety
  • Assessment Scoring and the Hiring Process
  • Share the Love!
  • The First Employee Referral System
  • Employee Engagement During COVID-19 Reintegration
  • Has Overtime Outstayed Its Welcome?
  • Give Away the Credit!
  • Build Your Team of A-Players
  • Do You Have A Staff Infection?
  • The Power of the Team
  • Bring Home the Office Fun
  • Creating a Respectful Workplace
  • Build A Winning Team
  • Hire Slow, Fire Fast
  • Culture Is What You Make It
  • Hire Slow, Fire Fast is Only One of the Secrets to Building A Great Team
  • Driving Operational Excellence Through Solid Performance Evaluation Process
  • Play Your Way to a Great Workday
  • 2018 Performance Models
  • A Dangerous Trend, Thoughts on Incivility and Workplace Bullying
  • Some Things Never Change…
  • Benefits of Job Descriptions
  • Building a Winning Team
  • Tough Times Don’t Last. Tough Teams Do.
  • How Do You Spell Leader?
  • Do You “CBA” Those in *Your* Office?
  • Talent Retention Requires as Much Attention as Talent Acquisition
  • The Importance of Trust in the Workplace
  • Is Your Company Ready to Address Harassment Allegations?
  • Building Effective Teams
  • Driving Operational Excellence Through a Solid Performance Evaluation Process
  • Employee Engagement: Myths vs Facts
  • Chronicles in Hiring: Where to Find Good Talent
  • New I-9 Compliance Update – Be Aware, Prevent Penalties!
  • Happy Holidays in July? It’s Time to Start Planning
  • Onboarding, It’s More than Just Paperwork
  • How Peak is YOUR Performance?
  • Employee Engagement Critical to the Success of Modern Workplaces
  • Missing: Star Employee. Now What?
  • Real Talk: What’s the Deal with Millennials?
  • Team Work Makes the Dream Work
  • Seeking to Understand
  • A Dangerous Trend, Thoughts at Incivility and Workplace Bullying
  • Factors to Consider When Designing a Short-Term Incentive Plan
  • Build Your A-Team
  • To Trust or Not to Trust…
  • Affordable Care Act: Awareness is Key for Employers
  • 21st Century Cures Act Provides Options for Small Businesses
  • Federal Judge Blocks Department of Labor Rule on Overtime Pay
  • New Compliance Form I-9 – Prevent Penalties!
  • Keeping a Pulse on Morale, Performance and Feedback
  • Lending a Hand
  • Virtual Assistants, Part 2 of 2: So You Hired a Virtual Assistant… Now What?
  • Virtual Assistants, Part 1 of 2: When a VA is a Better Option
  • The Art of (the Talent) War
  • Jump Start an Outstanding Training Program
  • Feedback Is A Two Way Street
  • Reimagining Employee Benefits and Perks
  • There Is No ‘I’ in TEAM
  • Empower Your Team with Effective Feedback
  • Vacation in Today’s Climate
  • Job (Yawn) Descriptions Don’t Have to Be Boring
  • 6 Productivity Tips for Working Remotely
  • Are You Ready for the Department of Labor’s New Overtime Rules?
  • Google’s Keys to Building Effective Teams
  • Benefits to Job Descriptions
  • The Bagel Shop – Selling More Than Just Bagels
  • Generational Differences in the Workforce
  • 9 Simple Tips for Running More Productive Remote Meetings
  • The Importance of Trust
  • First Impressions Matter
  • Setting S.M.A.R.T. Goals
  • Are You Ready, or Ready to Run? Performance Feedback and Reviews
  • What’s In It for Me? Attracting, Motivating and Retaining Great Talent
  • Does Outsourcing Make Sense for Your Firm?
  • The 7 Steps to Successful Selection
  • Affordable Care Act – Not a Large Employer? What Should You Know?
  • Dear Practice Building Consultant (PBC)
  • Employees vs. Independent Contractors, Understanding the Difference in the Face of Increasing Audits
  • Time Magazine’s Cover Story—“How High is Your XQ?”
  • 5 Proven Strategies to Reduce Turnover
  • Getting Your Sales Team Tournament Ready
  • Become a Better Guesser, with the Right Tools
  • The Cost of Less…
  • How Do You Identify Your Future Leaders?
  • Does Your Company Need A Transfusion?
  • What Payroll Service Do You Use?
  • Sudden Employee Departures: Covering Your Bases
  • Best Practices for Hiring – Part 3, Resumes That Make the Cut
  • Best Practices for Hiring – Part 2, Negotiating Your Way to a Winning Team!
  • Best Practices on Hiring – Part 1, Staffing Agencies – When Time Isn’t on Your Side
  • A Few Thoughts on Hiring
  • It’s All About Systems!
  • Staff Training
  • How Productive is Your Staff? Is it Time to Hire or Time to Fire?
• Category: Law Firm Startups
• Category: Law Firm Technology
  • Efficiency Through Zapier
  • Money Matters
  • Improve Efficiency in Your Law Firm with Zapier
  • CounselPro™ 8 Underused Features
  • Setting Up Your In-Home Studio – Part 2
  • Setting Up Your In-Home Studio – Part 1
  • Working in the Cloud
  • Valuable or Vexing? Making the Most of Virtual Meetings
  • Best Practices for Passwords
  • Cybersecurity & Your Law Firm
  • Outlook Tips and Tricks
  • Alternative Web Browsers
  • How to Protect Your Sensitive Information
  • What Makes a Killer “About Us” Page and Why Should You Care?
  • Spring Cleaning Chronicles
  • To Cloud or Not To Cloud?
  • Preparing for “When”, Not “If”: Protecting Yourself From Online Hackers
  • If It Could Happen to Me, It Can Happen to Anyone
  • News Trick–My Picks to LIKE on Facebook!
  • Utilizing Google To Its Full Potential
  • 5 Tips for Googling Like a Pro
  • There’s an App for That
  • Share Your Tips for Evernote
  • Password Protected: Tips for Keeping Your Identity (and Money) Safe
  • The End of Hunt and Peck on Your Mobile Device is Here – Meet HandWrite by Google
  • Ditch the Annoying Mind Loops that Mess Up a Productive Work Day
  • Credit Card Safety Tips
  • Off-Site Backup
  • You Didn’t Make The Problem In A Day – Don’t Expect To Fix It In A Night
  • A New Skill Set: Initial Consultations via Skype
  • Why Rebooting Is A Good Idea!
• Category: Law Firm Web Tips
  • Work from Home Tips
  • Why Are My E-Mails Bouncing?
  • Adding An Image To A News Posting Or Page In Contineo!
• Category: Lead Generation
• Category: Leadership
  • Read This Because It Is Interesting. Also, It May Earn You Money.
  • See Y’all in Austin!
  • Do You Delegate?
  • Pause to Enjoy Your Wins
  • The Power of “NO”: Find Peace and Freedom Professionally by Setting Boundaries in Your Business
  • 10 Time Management Tips: Creating Your Ideal Week
  • Start Your New Year’s Resolution Now
  • Same Same, But Better: A 2021 Fall Summit Recap
  • I Think vs I Feel
  • 2021 Fall Summit Planning Update
  • To Catch a Time and Production Thief
  • Best Advice from Our Parents
  • The Real Work Begins When the Event Ends: Taking Home Actionable Change
  • Start with the End in Mind: How to Get the Most Out of Your Summit Experience
  • What Organized People Do (and You Can Too!)
  • Finding Joy in Transitioning Holiday Traditions
  • Time to Reflect on the Positives!
  • Can You Delegate?
  • When You Work From Home, You Are Never Home From Work
  • Add “Co-Author” to Your List of Accomplishments
  • Thriving During Crisis
  • Are You Surviving or Thriving?
  • Cutting to Your Core: How Your Values Define You
  • A Story in Paying It Forward
  • Lessons in Customer Experience
  • Setting Your Fees
  • Tricks of the Trade: Hospitality Practices to Transform Your Business
  • Are You in Good Company? It Matters More Than You Think
  • It’s About Time: Punctuality Matters
  • Thinking Inside the Box
  • Shifting from Fireworks to Candy Canes – Now is the Time to Plan Your December Parties
  • Developing Self-Awareness & Consciousness to Increase Your Performance in a World Full of Distractions
  • An “Apple” A Day Keeps the Focus Away
  • The Language of Progress
  • Decoding Leadership, Vulnerability and Creating a Winning Culture
  • Want to be a Great Leader? Start Here
  • Why Worry? It’s in Our Nature
  • Accountability – How Do You Set Yourself Up for Success?
  • Details, Details: 8 Tips for a Stellar First Impression
  • Value of Routines and Habits
  • Shaking Things Up – Summer Fun at the Academy
  • Are You Sabotaging Your Productivity?
  • 3 Pro Tips For a 30-Day Challenge that Sticks
  • Your New Favorite Word
  • When It’s Time to PURGE!
  • Plan Your Work and Work Your Plan
  • How Do You Create Your Why?
  • Celebrate Your Wins
  • Make Your Meetings Count – Part 2
  • Make Your Meetings Count
  • No “Fry’s” with That, Please!
  • Are You A Shark?
  • Why “Goofing Off” Is Sometimes the Best You Can Do
  • Have I Told You Lately?
  • Hope for Those Without a Vision
  • 2017… It’s A Wrap! (Almost…)
  • Staying Calm in the Midst of Fires
  • Making A List, Checking It Twice…
  • Six Time Management Secrets You May Not Have Considered
  • The Perfect Storm
  • 12 Truly Inspiring Company Vision and Mission Statement Examples
  • Yeah, I Can Do That!
  • The Damage “Drift” Can Do to Your Practice
  • Give Me A Break!
  • What is Your Future?
  • The Debrief Down and Dirty
  • Is It Time to Try Something New?
  • Vision Test
  • Stop Reading So Much!
  • Is Guilt Our Guilty Pleasure?
  • Effective Communication: Part 1 The Banishment of Huh, Hmmm, and Duh
  • Hey, Law Firm Leader What’s Your Number?
  • Traveling on Election Day? We’ve Got You Covered!
  • Time Blocking 201: The Perfect Time to do Everything
  • Starting with the End in Mind
  • Don’t Make Resolutions, Create New Habits
  • Planning for Success: 2016 Academy Retreat Takeaways
  • Chicken Feed and Client-Centric Culture – Does Your Team Know the Difference?
  • New Year, New Wins!
  • Leading the Way
  • ‘Tis the Season
  • Do You Want to Die at Your Desk?
  • From the Desk of the Event Manager
  • 4 Questions to Ask Yourself to Accomplish Your Goals with More Velocity
  • How to Minimize Interruptions and Boost Your Productivity
  • Taking Back Control: Your Calendar on Your Terms
  • Become an Awesome Boss
  • Are You Thinking Big?
  • Rejuvenate Your Team with a Retreat
  • How to Conduct Successful, Productive Meetings — Part 2
  • How to Conduct Successful, Productive Meetings
  • The Power of Acknowledgment in Team Building
  • A Year End Message from the Academy Founders
  • Are Disney Employees Really Happy?
  • What Are You Thankful for This Year?
  • Choosing the Right Yardstick
  • No Complaints Thursday
  • Adventures Outside the Comfort Zone
  • Last Call
  • Engagement Announcement!
  • Weekend Tip for Attorneys
  • Free 2-Part Attorney Webinar Series Available to Non-Academy Members!
  • 4 Key Characteristics Successful Business Owners Do Well
  • CEO Profiles
  • The Academy Announces a New Guest Blogger!
  • Hey, Law Firm Leader… What’s Your Number?
  • Helpful Tools for Hiring the Right People
  • Using Google Hangout in Your Law Firm
  • THE ACADEMY’S GREATEST HITS— Session 8, 16 Inconvenient Truths About the Legal Industry
  • Why Detaching from Your Job After Working Hours Increases Your Job Performance
  • A New Opportunity for Academy Members to Systematize and Grow Their Practice
  • Employee Bonus Plans – Options for Incentivizing a Team
  • Tips to Dealing with a Disaster or Emergency
  • What Does Football Season Have in Common With Law Firms?
  • Minor HR Changes Today May Offer Major Protection Down the Road
  • Do You Feel Happy and Fulfilled With the Direction Your Law Firm Has Taken?
  • Your Law Firm—A Family Business
  • Robert Armstrong and Sanford M. Fisch Co-Author the E-Myth Attorney
  • Business Casual and the Psychology of Office Attire: Who Cares What You Wear To Work As Long As You Perform?
• Category: Legal Education
  • It’s Christmas in June!
  • Basics of Estate Planning: Taxation of Trusts
  • Committed to a Lifetime of Learning
  • Law Firm Accounting Habits
  • New Healthcare Directive in the Making?
  • Gary Coleman Probate Clouded by Common Law Marriage
  • Real Case—Fearless Judge
  • Estate Planning Attorneys and Tax Scams
  • Rollover Confusion
  • 9th Circuit Rules on Anna Nicole Smith Case
  • To Tweet or Not To Tweet… That is the Productivity Question
  • The Best Place to Die in 2010
  • Building Your Success One Employee at a Time
  • Same-Sex Marriage Inches Forward
  • Powers of Attorney and Their Pitfalls
  • Isn’t It Just Some Form?
  • Client Suicide and Attorney Ethics
  • Some States Consider Overriding Estate Plans
  • A Gift is Still a Gift in 2010
  • Essential Systems for Marketing and Managing an Estate Planning Law Firm…Ignore at Your Peril
  • Administration Seeks New Rules for FLPs and GRATs
• Category: Marketing Tools
• Category: Medicaid
• Category: Member Services
• Category: Owners Compensation
• Category: Peak Performer Focus
• Category: Practice Building Calls
• Category: Practice Management
  • Making a List and Checking It Twice
  • Work Smarter, Not Harder: The Best Way to Make Your Law Practice Work More Efficiently and Profitably for YOU
  • 11 Apps We’re Thankful For
  • The Terrifying Truth About How to Reach Your Goals
  • If All Your Friends Jumped Off A Bridge…
  • 5 Pragmatic Strategies for Managing Your Online Reputation
  • Revenue Per Attorney
  • What Are You Working On Right Now?
  • What’s Your Process?
  • Why Excellent Employees Can Be Your Weak Spot
  • Six Practical Ideas for Keeping in Touch With Your Clients
  • The Secret to Turning a Prospect into a Client
  • Your Systems Are Your Signature
  • The Magic of Organizational Strategy
  • Interpreting Your Financials
  • Year End Message From Robert And Sandy
  • A Portrait of Your Ideal Law Firm
  • New Advance Care Planning Video: For Your Clients & Community
  • Smart Lawyer Does Not Equal Successful Law Firm
  • If You’re Always Available, You’re Wasting Your Time
  • Politics Doesn’t Change the Need for Estate Planning
  • A Surprising Secret to Growing Your Firm
  • We Interrupt This Workday for a Brief Glimpse of Your Future
  • Recipe for Disaster!
  • Time Is On Your Side…
  • Surprise Them by NOT Surprising Them!
  • Estate Planning Boot Camp Coming Up
  • Spending Time on Revenue Producing Activities
  • 7 Critical Areas for Lawyers to Dominate Their Market
  • Getting from Here to There Requires a Map
  • Do Multi-tasking, Spell Check, and Auto-Fill Now Excuse Spelling and Grammar Errors?
  • What Do You Expect?
  • July 20 Conference Call Promises To Transform Estate Planning Law Practices
  • Stepping Out of the Spotlight
  • You Can’t (and Shouldn’t) Do It All
  • Is the Legal Business Going off a Cliff?
  • New Orleans 2011 Spring Summit – Nice Bike!
  • HIPAA Brings Down the Hammer
  • Differentiate Your Service
  • The Numbers Game
  • Voluntary Advance Care Planning Legislation Proposed
  • The Sky is NOT Falling!
  • Initial Consultations: Skype vs. Face-to-Face
  • Faceless Name on a Family Tree
  • Death and Taxes: Five Tips to Save Your Sanity
  • Subleasing for Lawyers: Managing the Relationship
  • Subleasing for Lawyers: Getting Started
  • Hiring With An Attitude
  • Response to Robert Armstrong’s blog, “Is Your Copier Breaching Your Duty of Confidentiality?”
  • Is Your Copier Breaching Your Duty of Confidentiality?
  • Advice on Enchanting Your Customers
  • Of Clients and PDF Files: Part Two
  • That Sinking Feeling
  • A Labor of Love: Caring For Your Aging Parents
  • Of Clients and PDF Files: Part One
  • The Party No One Wants To Plan
  • Why We’re Not In The Commodities Market
  • Do Well by Doing Good – April 16
  • Walking The Line
  • Peak Performer Tip: Name Your Price
  • Peak Performer Tip: Getting It All Done
  • Understanding Your Firm’s Money: Will It Be There When You Need It?
  • Hope For A New Year
  • Understanding Your Firm’s Money: Profit
  • Medicare End-of-Life Counseling Disappears Again
  • Understanding Your Firm’s Money: Know Your Number
  • Tucson Tragedy Offers a “Teachable Moment”
  • Medicare Reverses New Policy on Advance Care Planning
  • Understanding Your Firm’s Money
  • 10 Google Tips for Lawyers
  • American Academy of Estate Planning Attorneys Announces Initial Consultation Training with Guru Ganesha Khalsa
  • The Basics, With Electronic Bells And Whistles
  • If You Want a Friend, Get a Dog
  • What Business Are You In?
  • Once a Client, Always a Client? Not Necessarily
  • Success Is An Inside Job
  • The Timing Is Everything
  • Have You “Ganeshed” Someone Lately?
  • Are You Functioning at Your Maximum Productive Capacity?
  • Shrinking Law Firms: Avoiding the Trend
  • Employers Eligible For Tax Breaks
  • Ready, Fire… Aim? Success Requires Planning and Execution
  • Elder Law And The Recession
  • Too Hungry Causes Bad Clients
  • Does the Work Get Done…Or Do You Have To Do Everything?
  • A True Story
  • Does Your Staff Enjoy Challenging, Rewarding Positions In Your Firm?
  • Do You Have Enough Time For Family, Friends, And Personal Endeavors?
  • How To Get Employers And Employees On The Same Page
  • Happy Independence Day
  • A Refreshing Change of Pace—Meet Charles Pyke
  • Testing for Great Legal Secretaries
  • Are Your Rapport Building Skills Magic or Tragic?
  • Part 5, Hard Drives: Computer Tips for Your Estate Planning Law Firm
  • Main Ingredient In Attorney Consultations
  • Part 4, RAM: Computer Tips for Your Estate Planning Law Firm
  • Verdict Is In: Guilty
  • Part 3, CPU: Computer Tips for Your Estate Planning Law Firm
  • Part 2, OS: Computer Tips for Your Estate Planning Law Firm
  • ACADEMY SPRING SUMMIT 2010 RECAP, PART 4
  • ACADEMY SPRING SUMMIT 2010 RECAP, PART 3
  • ACADEMY SPRING SUMMIT 2010 RECAP, PART 2
  • ACADEMY SPRING SUMMIT 2010 RECAP, PART 1
  • One Thing For Sure…
  • Part 1, Intro: Computer Tips for Your Estate Planning Law Firm
  • Online Marketing for Lawyers
  • Estate Planning Law Firm “Boot Camp”
  • In Managing Your Practice, Keep a Little Perspective
  • Marketing To Your Ideal Client
  • Practice Management in an Estate Planning Law Firm Begins With Systems
  • YOU KNOW THE WHAT, NOW HERE’S THE HOW!
  • Courts Say Yes To New Marketing Rules For Law Firms
  • The Connection Between Morale and Leadership in Your Estate Planning Law Firm
  • The Easiest Things You Can Do Right
  • An Introduction to Online Marketing for Estate Planning Attorneys
  • Track Like a Dog
  • Natalie Choate’s Academy Summit Session and Offer!
  • Revenue Per Person in an Estate Planning Law Practice
  • The One-Legged Chair
  • Branding – It’s Not Just For Livestock
  • 11 Essential Systems #11 – Ancillary Business System: Developing Multiple Sources of Revenue
  • 11 Essential Systems #10 – Continuing Legal Education System: Staying on the Cutting Edge of Effective Legal Strategies
  • 11 Essential Systems #9 – Financial Management System: Managing by the Numbers to Keep in Touch With Your Profitability
  • 11 Essential Systems #8 – Staff Accountability / Team Building: Putting the Right People With the Right Skills in the Right Positions
  • 11 Essential Systems #7 – Comprehensive Technology Systems: Integration of the Best Tools to Draft Documents and Manage Your Firm
  • 11 Essential Systems #6 – Continuity Revenue Stream: Dependable Annual Income from Each Client
  • 11 Essential Systems #5 – Lifetime Communication System: Regularly Communicating With Clients Through Multiple Touches
  • Q&A: Why do the pictures I download look so fuzzy in my materials?
  • Estate Planning Law Firm Blogging Rules to Live By
  • Dazzle Them The Way A Slide Never Could
  • 11 Essential Systems #4 – Dependable Client Services System: Drafting, Presenting and Executing State of the Art Estate Plans
  • 11 Essential Systems for a Successful Estate-Planning Law Practice
  • Here Today—Gone Tomorrow
  • 11 Necessary Systems for a Successful Estate Planning Law Practice
  • Is Success Really As Easy As 1-2-3? (Yep, it is)
  • 11 Essential Systems for a Successful Estate Planning Law Practice
  • Tweet Me Up Scotty
  • The Black Swan of Estate Planning Clients
  • “Marketing Perfection-Itis” Cripples Law Firms Everywhere!
  • Sky’s the Limit… or is there a Lid in Your Way?
  • Does Your Law Firm Marketing Reflect Your Authentic Voice?
  • Running an Effective Law Practice Starts with Systems
  • Diagnosis: Cancer
  • A Lawyer’s Mind Is a Terrible Thing to Waste…
  • Twenty-Ten or Two Thousand Ten?
  • It Takes A Group Effort!
• Category: SEO/Social Media Support
  • 7 Local Link Building Strategies for Law Firms
  • A Conversation with Rita Chaires
• Category: Software
• Category: Strategic Planning
• Category: Uncategorized
  • The Art of Punctuality in the Professional Setting: A Guide for Success
  • Unique New Funeral Products Reflect New Industry Trends
  • I was a burned-out litigator it’s transformed our lives.
  • I was a burned out litigator it’s changed our lives.
  • I was a burned out litigator it’s transformed our lives.
  • New Advance Directive Study: Useful Findings but Confusing Reporting
  • Persistent Vegetative State Seen as Worse than Death
  • How You Can Help the Southeast Tornado Victims
  • Recent End-of-Life Care Survey Suggests Opportunities for Attorneys
  • When The Going Gets Tough–The Tough Go Back To The Basics!

News and Media

• The Enterprise Law Firm Model Is a New (and Better) Way to Practice Law
• American Academy of Estate Planning Attorneys Names Nationally Recognized Estate Planning Educator David K. Cahoone as Director of Education
• Academy Featured in AARP Article on the Importance of Estate Planning
• Probate - When It Goes Sideways
• Digital Emergency Kit Launches to Help Families Organize Online Accounts and Reduce Stress
• Probate from Start to Finish: What Every Attorney Should Know
• LP Law = Law Practice Law
• The Probate Process From A-Z
• The Probate Process from A-Z
• The Enterprise Law Firm Model
• 8 Estate Planning Mistakes You Don’t Want to Make
• The Murdoch family feud is straight out of ‘Succession.’ It also holds real-life lessons for your estate
• Integrity Partners with the American Academy of Estate Planning Attorneys to Bring Comprehensive Holistic Planning to Americans
• Tereina Stidd, Director of Education, Presents “The Probate Process from A-Z”
• A “Friendly” endorsement of living trusts
• Tereina Stidd Testifies Before Wyoming Legislative Committee on Dementia Directives
• Director of Education Tereina Stidd Delivers Insightful Presentation on Trust Administration
• San Francisco Chronicle
• What We Can Learn From Celebrity Estate Planning Gone Wrong
• Inheritance feud over $488,000 San Francisco home holds an important lesson for families
• Legacy Giving: Find an Estate Planner
• Listen to Warren Buffett’s advice on wills, most estate planners say

Podcasts

• Leaders That Leveled Up Lawyers
• Rewriting the Rules: Using Systems to Optimize Estate Planning and Wealth Management
• How to Build a Systems-Driven Law Firm That Creates Wealth, Freedom, and a Legacy with Sandy Fisch
• The Enterprise Law Firm: Future-Proofing With Recurring Revenue
• Why Most Law Firms Never Scale
• The Enterprise Law Firm Model Explained

FAQs

• Can I join American Academy Wealth without joining the Academy?
• Do you help with marketing if I’m not sure what to do?
• Is coaching just sales calls or upsells?
• I’m new to estate planning. How long does it take to get up to speed?
• What does “exclusive territory” mean? Am I limited to one city?
• Can I buy just the Academy software?

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