Visual content can have a great impact on how search engines rank your site – but good pictures can also do much more than just give you a boost on Google. They can also help to increase your conversion rate, as more people who visit your site will be likely to reach out to you […]
Estate Planning considers many factors. But when most people think of Estate Planning, they just think it answers the question of who gets what. Certainly, it should answer that question. But it is so much more. This is the first in a series of articles on the Questions of Estate Planning. While Estate Planning is […]
When people think of great businesses, the concepts that most quickly come to mind are generally industries like finance and technology, suits and high-rises, Amazon and Google, etc. Rarely does one initially think of a restaurant, hotel, or other facet of the hospitality industry as the prime example of business success — but there is […]
As Americans grow older, more and more of us need help with our daily activities. It could be a little help or a lot of help, depending on the situation. Of course, the level of assistance we need can change over time. According to a recent study by Bankers Life Center for a Secure Retirement, […]
If you’re an Academy Member, you’ve been through our consultation training and are likely familiar with the approach and methodology. You also know that the key to great consultations pivot on two primary pillars: Listening and Asking questions. These two pillars are the same approach that serve as the foundation to building and maintaining effective […]
Income Tax planning is an integral part of Estate Planning. The first article in this series examined the concept of income tax basis, how it is acquired, and how it is adjusted. This article examines what happens to the income tax basis of an asset when it is gifted or bequeathed. There are different rules […]
“You are the average of the five people you spend the most time with.” Jim Rohn I’ve been thinking about Jim Rohn’s quote a lot lately. Have you ever had something floating around in your head and then you hear it again and again in different places? The impetus for this blog was casual conversation […]
When we think of income taxes, we think of how much we earn. But, another aspect of income tax is the gain or loss on assets. Income tax basis is central to how assets are taxed in the United States. This is the first of a series on income tax basis. This blog will examine […]
Email marketing is one of the most important marketing tools at your disposal. It allows you to connect with your target audience, building relationships with clients and prospects in a personalized way, at an affordable cost. However, before you can begin sharing your marketing messages, you’ll need to start with a subscriber list. List […]
In the past, trusts were drafted with little flexibility and Trust Protectors didn’t exist. However, over the past 50 years, trusts have been drafted with increased flexibility and Trust Protectors are now common. There are even ways under the laws of most states to change “irrevocable” trusts. While the Trustee is the person who manages […]
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