According to a 2015 study by the Pew Research Center’s Forum on Religion and Public Life, 56 million Americans have no religious affiliation. This makes “nones” the second largest religious group after evangelicals. And their numbers are growing. In 2018 and 2019 Pew Research Center conducted additional telephone surveys. They found 65% of American adults […]
People are living longer and are having children later in life. Due to this combination of demographic factors, many more people are in the “Sandwich Generation.” Someone in the Sandwich Generation has elderly parents while they still have minor children. All too often, they are torn between their caregiving responsibilities for their children and for […]
I was doing some research on best practices for passwords, and was amazed at what experts are now saying about it. According to a 2019 Verizon Investigations Report, the use of stolen credentials (passwords) is one of the top techniques used by hackers. Other reports from sources such as the Department of Homeland Security, the […]
Joint tenancy is a form of legal ownership where the property passes automatically at the death of one of the owners to the remaining joint tenants. Typically, there are two joint tenants, though there could be three or more joint tenants. While this form of ownership may be convenient, especially for couples, it can be […]
With over 660 million users, LinkedIn has become the fastest growing social network out there. Professionals visit the platform multiple times per day to network and to find valuable content to read. Savvy attorneys recognize the social media platform’s powerful potential as a marketing tool. Networking & Prospecting on LinkedIn First and foremost, LinkedIn is […]
It’s important to consider whom you’d want to get your assets when you die. Most of us have an idea of whom we’d choose. But, it’s also important to consider who should get those assets if your preferred recipient isn’t around. Life is full of odd twists and turns. Unfortunately, sometimes people don’t die in […]
Let me start by introducing myself, my name is Timour Mobarak, the newest Practice Building Coach to join the Academy. While I am excited for the opportunity to get to know everyone and to start building the relationships that will be so important in my career here, this blog post is not about me or […]
Beneficiary designations and other non-probate transfers are an often-overlooked part of estate planning. They are overlooked by clients and sometimes even by professionals. When planning what would happen to your assets at death, most of us think, “oh, that’s simple, I need to do a Will to take care of that!” But, that’s just part […]
I love checklists. As an Event Planner for over 15 years, there is nothing I enjoy more than a well-organized checklist. It makes planning and executing events a much smoother process. We use checklists for every type of event, from our Academy Summits where we have hundreds of people in attendance to our coaching meetings […]
The Heckerling conference in Estate Planning is the country’s largest professional gathering in Estate Planning. The conference examines many areas of interest to Estate Planning and Elder Law professionals. It pays particular attention to items of current interest. As the SECURE Act passed in late-December 2019, it was discussed in many sessions. The SECURE Act […]
