Estate planning is a document-intensive business, and you might use Microsoft® Word® to produce those documents. Have you ever been frustrated while formatting them? You can no doubt use all the tips you can get. Plus, there are probably a lot more things you can do with Word than you realized. The book, Style is […]
Sometimes people use Joint Tenancy as a simple way to do Estate Planning. This can have drawbacks, sometimes serious and unexpected. First, why is Joint Tenancy a simple way to do Estate Planning? At the death of a joint tenant, the property automatically transfers by operation of law to the remaining joint tenant(s). This can […]
Having a quality video-conferencing setup can make or break your practice, as video calls like it or not are now the norm. In the previous article of this series, I reviewed cameras, backgrounds, and lighting. This article will touch on microphones and other tips to help your calls run as smoothly as possible. Most laptops […]
Trusts are very useful, flexible tools to hold assets. They allow for management of assets during your life, upon your incapacity, and for the continued management of the assets after your death. Perhaps you’d continue to hold the assets in trust until your children reach a suitable age to manage the money for themselves, like […]
We spend a lot of time with members looking at the results of the marketing that has filled up a law firm calendar. What we find is no surprise—during the hustle and bustle of getting a marketing effort pulled together and having a successful offer that attracts a potential client—often the energy and focus is […]
The estate tax exclusion is the amount you can give without facing an estate tax. Under current law, you may give this amount during life or at your death and after that amount is used, you face a federal tax of 40% on assets beyond that amount. The amount has fluctuated a great deal over […]
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 […]
Welcome to the dawning of 2021! Most of us will leave 2020 without any hesitation. 2020 was not the best year for most of us. But you have an opportunity to start 2021 prepared for anything. You can do the responsible thing and get your estate plan in order. The tumultuous events of 2020 show […]
Television can be an effective way to reach and educate the public about the benefits of estate planning. However, regular commercial broadcast stations charge a lot of money to advertise. There’s a less expensive option: public access channels. Do you have a cable television system in your market? Check to see if they offer a […]
As 2020 draws to a close and a new year dawns, we need to think of…tax planning! Some years Congress tweaks the laws more than other years. While 2020 held plenty of surprises with coronavirus and an election, it was a relatively quiet year for legislative changes. Still, even in a quiet year, some things […]
