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 […]
The subject line of the email read: “Support Greta Thunberg – Time Person of the Year 2019,” which seemed harmless enough. However, rather than providing information on climate change, the email actually contained a malicious Microsoft Word document which, if opened, would attempt to download malware onto the user’s computer. Malware has the ability to […]
The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019. It is effective January 1, 2020, for most purposes. This is a series of articles on the Secure Act. The first article looked at the basics of the Secure Act. This second article examines planning strategies for […]
We’re having a free webinar featuring Academy Members from around the country on January 22nd at 12pm PT / 3pm ET! This webinar is hosted by Ohio Estate Planning Attorney Jack Alpern, and Co-Founders of the American Academy of Estate Planning Attorneys, Robert Armstrong and Sanford Fisch. We’re inviting non-Member motivated entrepreneurial attorneys who are […]
The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019. It is effective January 1, 2020, for most purposes. This is a series of articles on the Secure Act. This first article looks at the basics of the Secure Act. What does it do? The Secure Act […]
Business coaching is a process used to take a business, such as a law firm, from where it is now to where the business owner wants it to be. A foundational belief to coaching is that the individual being coached has the answers and solutions to their own difficulties and keys to their success. With that understanding, the coach […]
As 2019 draws to a close and a new decade dawns, we need to think of…tax planning! Some years Congress tweaks the laws more than other years. This was a relatively quiet year for changes. Still, even in a quiet year, some things change due to inflation increases, etc. Estate Tax Planning Applicable Exclusion rises […]
The holidays are a special time for friends and family. We gather around the tree recalling past joyful times and we remember loved ones who are no longer with us. While we are gathered is a great time to pull loved ones aside and speak with them about your estate planning. If you’ve chosen a […]
The Silver Tsunami of Baby Boomers is about to crash on the shore of mortality. But that doesn’t mean they’ve done their estate planning. Every day, 10,000 Baby Boomers turn 65. This phenomenon will continue through to the year 2035. This is the age when people begin to think more concretely about their mortality. They’re […]
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