Here at the Academy, we host quite a few events each year for our Members. We put in countless hours over the course of months to prepare for these events. We prepare things like materials, educational sessions, coordinate hotel reservations, check food allergies, and work around any dietary restrictions Members may have. There are countless […]
This is another in a series of blogs on the basics of estate planning. In this blog, we’ll look at the differences between a Roth and a traditional IRA (or 401k). We’ll also look at considerations in choosing between them. With a traditional IRA (or 401k), you make a contribution and that amount is not […]
What really matters to us in our final days? A recent survey on end-of-life care by The Economist and the Kaiser Family Foundation sheds new light on our views in the U.S. I’m sharing some of the highlights with you here, along with ideas for how you may want to incorporate this information into your […]
So you had an excellent networking meeting with one of your professional connections, and talked about holding an endorsed seminar for their clients. You’re excited about the prospect of a room full of qualified prospects, until they tell you your presentation time will only be 10 minutes long, and there are several other speakers in […]
This is another in a series of blogs on the basics of estate planning. This week, we’ll take yet another look at asset protection. In the Part 1, we saw that much depends upon whose assets you are looking to protect. We saw that, if the assets are yours, you have fraudulent transfer issues to […]
One of the most effective online marketing tools is a relevant and authoritative blog that’s loaded with useful information directed to potential clients in need of your services. Creating and maintaining a law firm blog can have a significant impact on your firm’s bottom line by: Driving traffic to your website Increasing your search engine […]
Join us on August 9th at 2pm PT / 5pm ET on a free webinar featuring attorneys from around the country! We’re inviting non-Member motivated entrepreneurial attorneys who are interested in taking their estate planning firm to the next level with our upcoming Boot Camp and Summit in San Diego, CA October 18-22. This webinar […]
This is another in a series of blogs on the basics of estate planning. This week, we’ll take another look at asset protection. Next week, we’ll delve even deeper into asset protection. As we saw in the last blog, much depends upon whose assets you are looking to protect. In last week’s blog, we saw […]
We’re enjoying our warm weather, flip flops and summer barbeques here in San Diego, but the winter holidays are already on my brain. Why? It’s time to start the planning process for our annual Holiday Luncheon and White Elephant Gift Exchange. Every year, the Academy hosts a holiday luncheon for our on-site team members. The […]
“Cabin crew, prepare for take-off. In case of emergency, please secure your own mask before you assist others. Exits are found on either side of the plane, as well as in the front and back. Please note the closest exit may be behind you.” “Keep your hands and feet inside at all times and your […]
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