Do you find Lunch and Learn community outreach events to be effective lead generators for estate planning clients? By making your Lunch and Learn part of a Before I Die festival, you can reach even more new clients. Before I Die festivals offer a range of activities to get people to think about, talk about, […]
It seems there are often new tax proposals. In fact, a couple of prior articles this year examined other tax proposals, such as those from Senator Elizabeth Warren (D-MA) and Senator Bernie Sanders (I-VT). But, regardless of their merits, those proposals are not likely to go anywhere given they are opposed by most Republicans. However, […]
In the past, trusts often were drafted with little flexibility. Now, more and more, trusts tend to be drafted with increased flexibility and there are even ways to change “irrevocable” trusts. This is the third part of a three-part series. The first part examined ways of building flexibility into a trust. The second part examined […]
As some readers know, in our Member Services department we conduct regular coaching calls with our Members. On these calls, we discuss goal setting and project plans and progress made towards them. During these goal-related conversations, it’s not uncommon for us to hear what we consider to be self-limiting or counter-productive language. The funny thing […]
In the past, trusts often were drafted with little flexibility. Now, more and more, trusts tend to be drafted with increased flexibility and there are even ways to change “irrevocable” trusts. This is the second part of a three-part series. The first part examined ways of building flexibility into a trust. This second part examines […]
If only I had a dime for every attorney who’s told me “My search rankings are awful! I Googled myself and/or our firm and we didn’t come up on the first page,” I would be writing this blog while sitting on my own private tropical island. While I do understand the desire, I can’t be […]
In the past, trusts often were drafted with little flexibility. Now, more and more, trusts tend to be drafted with more flexibility and there are even ways to change “irrevocable” trusts. This is the first of a three-part series. This first part examines ways of building flexibility into a trust. The second part examines using […]
For the past several years we’ve seen a notable increase in the number of natural disasters occurring on American soil. Needless to say, almost every one of these disastrous events has caught us by surprise. In 2005 a bad situation was made worse when levees were breached in downtown New Orleans’s sending a flood of […]
The federal estate and gift tax exclusion is set “permanently” to $5 million, adjusted for inflation. However, if you die between now and the end of 2025, the exclusion is doubled to $10 million, adjusted for inflation. Its inflation adjusted to $11.4 million in 2019. But, the federal estate and gift tax is the same […]
We have entered full-force event planning mode at the Academy these couple of months as we are gearing up for our annual Spring Summit the first week of May in Atlanta, Georgia. Although putting on an event can be lot of work, the outcome is often well worth the effort. In a world of heavy […]
Trying to grow a business, care for clients and keep up with industry changes can be impossibly overwhelming. Ask us for some free information on how we can help!