If you are concerned that many have caught on to the power of seminars as a “new client acquisition” strategy, you are not alone. There are thousands of events being held around the country and if you live in an area of wealth and well-to-do individuals, rest assured that they are continually getting invited to […]
When you’re setting up your website for your law firm, you have a big decision to make: the domain name, AKA the address that web users will type in to find you. While you may be tempted to just use your firm’s name as the domain name, that may not be the very best approach […]
This is another in a series of blogs on the basics of estate planning. Often, one of the most difficult choices for a client to make is the selection of people to make decisions for them. These fiduciaries may have great control over the client’s affairs, typically at times when the client would be most […]
You might have heard the old saying: “Failing to plan is planning to fail.” While it’s a humorous play on words with good intentions, it still may make you feel a little uneasy. A large part of what we do here at the Academy is coach our Members on effective planning that will lead to […]
U.S. Citizenship and Immigration Services (USCIS) has recently announced that another revised version of the Form I-9 is now available and ready for use. As many of you are aware, employers are required to complete and retain a Form I-9 for every employee hired on or after 1986 who are continuing in their employment and […]
This is another in a series of blogs on the basics of estate planning. Estate planning attorneys do many things. We help people structure their affairs for the various stages of their lives. When the client is starting out, we may help them establish a basic plan. This might include: A Financial General Durable Power […]
Even though humans have a 100% mortality rate, less than 30% of us make any end-of-life plans. What will get adults to discuss and plan for their eventual demise? How about putting some “fun” in funeral planning to get people to discuss this serious topic? Before I Die festivals are part of a growing social […]
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 […]
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