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Posts by category
- Category: Academy Girl Friday
- Happy Holidays from a Podcast Junkie
- Don’t Ditch the Niche: Kicking Up Your Networking Game
- Why I Hate Fridays
- We Know Why Your Marketing Doesn’t Work
- What the #$%& is a Hashtag?
- Seeds of Leadership: 4 Ways to Help Your Team Adapt to Change
- What’s For Breakfast?
- Confessions of a Podcast Junkie
- 9 Details You Think People Don’t Notice (But They Do)
- All About That Boot Camp
- Goal Check: How Will You Round Out 2015?
- All About That Boot Camp
- Last Call Is Upon Us
- You Asked, We Listened: Top 9 FAQ About the Academy’s Strategic Planning Webinar
- The Scoop: Upcoming Academy Strategic Planning Webinar
- Why an “Hour a Day” Doesn’t Work on Social Media
- Top 8 FAQ About the Academy’s Strategic Planning Webinar: Is It Right for You?
- Upcoming Academy Webinar Details Released!
- 4 Simple Sessions to Create a Better 2015
- Educational Series Kickoff: Available to Non-Members!
- Attention: All Hands on Deck
- Only A Few Webinar Spots Still Available
- Cause for Pause: San Diego Wildfires
- Goofing Off is Good For You
- Social Media: The (Potential) Humanizing Effect
- Sneak Peek: What to Expect at Our Upcoming Spring 2014 Event
- Three Basic Tips for Law Firm Websites
- Final Invitation for Non-Member Attorneys
- The Academy’s Girl Friday Checks in on Your New Year’s Resolutions
- 2014 Spring Webinar Series Kickoff: 60 Minute Webinar Available to Non-Members!
- Academy’s Girl Friday: Drafting Your 2014 Marketing Calendar
- What the #$%& is a Hashtag?
- The Academy’s Girl Friday Intro
- Category: Client Services
- Join the Conversation at the Before I Die New Mexico Festival
- Why You Need to Revisit Estate Plans
- How to Start a Funeral Planning Conversation
- Writing a Condolence Card or Note
- What Issues Do Baby Boomers Face with their Parents’ Estate?
- Consider Estate Planning Education on Local Cable TV
- How to Create Meaningful Memorial Activities
- How to Hold a Virtual Death Discussion Festival
- Downsizing Bit by Bit
- Advance Directives are More Important than Ever
- How to Hold a Death Cafe While Social Distancing
- Funerals Without Religion
- Will Baby Boomers Do Estate Planning?
- Appraisals and Planning
- Working with Those at the End: Tips from a Former Hospice Consultant
- Estate Planning in Real Life: Financial Management
- Book Review: Finish Strong Provides Guidance for End-of-Life Planning
- Going Beyond Lunch and Learn Community Outreach Events
- Client Events: Maximize Returns in 5 Steps!
- Do You Know About These Death Discussion Movements?
- “Before I Go” Book Review
- Voluntary Stopping Eating and Drinking: A New Frontier in Dementia Decision-Making
- You’ve Got Mail!
- How You Can Write an Ethical Will
- Dementia-Specific Advance Directives: A Budding Trend
- Why Should You Plan Your Own Funeral?
- A Short History of Death Discussion Movements
- New Seminar Invitation Helps You Brand and Grow Your Business
- It Won’t Kill You to Make Your Funeral and Estate Plans
- Three Event Ideas to Help Families Discuss Death and Estate Planning
- Make the Most of NHDD Week, April 16-22
- Pet Planning Tips
- Does It Matter Why Your Prospects Came to See You?
- Swedish Death Cleaning: A New Way to Declutter
- Don’t Overlook Client Contact
- The Magic to Increasing Referrals from Your Clients
- Seven Books on End-of-Life Issues from 2017
- What Is Successful Aging?
- Should Doctors Honor a DNR Tattoo?
- How Are You Spending Your Time?
- Building Rapport
- Questions People Ask About Estate and Financial Planning
- 2 Ways to Get Over the Barriers to Meaningful Thanksgiving Conversation
- How Are Your Rapport Building Skills?
- Add Impact to Your Message Using the Power of “Personalized” Direct Mail
- Disaster Recovery: How to Help Your Clients
- Knowing Jewish Funeral Traditions Can Help Your Practice
- Make Your Seminars More Memorable and Effective
- Americans’ Views on End-of-Life Care
- Tips for Writing a Condolence Card or Note
- Relieving Caregivers’ Financial Burden: A National Campaign for Advanced Illness Care
- Don’t Let Your Direct Mail Promotions Fall into that Junk Mail Pile
- Video: An Upbeat Way to Connect with Baby Boomers
- Connect to Your Clients with “Jump Start Your Day”
- Financial Decline in the Elderly
- Health Care Agents Matter — More than You May Think!
- Life Celebration Question Checklist
- Do You Want to Dramatically Increase Appointment Conversion at Your Seminars?
- Video Review: Patient, A Surgeon’s Journey
- “It Always Seems Too Early, Until It’s Too Late”
- Video Tour: Behind the Scenes at a Funeral Home
- 3 Helpful Books for Obituaries, Eulogies and End-of-Life Issues
- Will an ER Doctor Find Your Client’s Advance Directive?
- Luminarias on Christmas Eve
- You Can Make Holiday Gift Giving a Downsizing Adventure
- “Conversation Sabbath” and Thanksgiving: End-of-Life Planning in November
- NHDD Tees Up Perfect PR Occasion for Estate Attorneys, Start Planning Now!
- How the Presidential Elections Can Help You Get in Front of Hundreds of Motivated Prospects: Don’t Miss This Once-Every-4-Years Opportunity
- Have Everything? How About a Final Ride in a Jaguar Hearse?
- HCPOAs Frequently Called On to Make Health Care Decisions
- Our Household Goods Live on After We’re Gone
- Converting Seminar Attendees to Appointments
- How Grief and Mourning Reactions Can Vary
- Summer Seminars Work
- Effective Ways to Downsize Household Goods
- Nationwide Availability of Clients’ Advance Directives is Years Away
- Some Things Are Not Always as Expected
- Before Death Calls – Why We Need to Plan Ahead
- Computerized Records Don’t Put Advance Directives in Doctors’ Hands
- The 80/20 Rule with Public Seminar Event Marketing
- After The Funeral: An Executor’s Checklist
- Last-Minute NHDD Marketing That You Can Still Pull Off!
- What’s in a Title?
- Appraisals and Estate Planning
- For Clients Making Critical Medical Decisions: Use a Checklist!
- What Does “It’s All Taken Care Of” Really Mean?
- Medicare Now Pays for End-of-Life Talks: the FACTS
- The Undeniable Prospecting Power of Social Event Marketing
- Don’t Get Checked for Incorrect Fees!
- Don’t Overlook the Little Details
- Three Good Reasons to Downsize
- ER Docs Like ACCESSIBLE Advance Directives!
- 3 Tips for Compliant Deed Preparation and Recording
- Cremation, Memorial Services and Your Estate Planning Practice
- Humorous Holiday Ideas for Advance Care Planning: Conversations & Accessibility
- A TEDx Talk for End-of-Life and Estate Planning
- You’re An Estate Planning Attorney, Not A Doctor – Yet You Can Help Save Lives
- Baby Boomers Are the New Power Users Online – Take Advantage of This Opportunity!
- Ask The Doyenne of Death
- That’s Not How Dr. House Did It! TV Misleads Your Clients
- Create Extraordinary Relationships Through Client Advisory Meetings
- Next of Kin is Not Always What We Think: Exercising the Non-Nuclear Option
- 5 Ways to Make Caregiving More Manageable
- A TED Talk in Support of End-of-Life Planning
- Top 10 Objections That You Must Cover and Overcome During Your Presentations
- For Clients with Cancer, HCPOA’s Unintended Consequences
- End-of-Life Book Recommendations
- Clients’ Living Wills May Get the Attention They Deserve
- How to Fly with Cremated Remains
- 5 Symptoms of Financial Decline in the Elderly
- The Impact of Caregiving on Adult Children Who Care for Their Parents
- Top 3 Estate Planning Must Haves
- Funeral Celebrants: What Are They and Why Use Them?
- Jeb Bush’s Advance Care Planning Surprise
- Estate Planning and Funerals of the Future
- Tails From The Bark Side: Plans Aren’t Just For Humans
- Encouraging Succession Planning with Movies
- How to Phrase the First Meeting with a Prospective Client
- Dying Needn’t Be So Brutal. Boomers, Arise!
- Don’t Overlook the Need to Engage Your Audience During Your Seminar!
- Fun Funeral Facts
- Not Too Macho for Meaning: A Sports Anchor Shares Lessons About Life
- Benjamin Franklin’s Words of Wisdom on Life and Death
- New Year’s Resolution: Employ Advance Directives Marketing this Year
- Client Tip: “Prime the Pump” at the Holidays
- Avoid Unnecessary Family Disputes with a Letter of Instruction
- Don’t be a Turkey: Host an Open House this Holiday Season
- How to Prevent After-Death ID Theft
- Medical Decision-making Controversies Your Clients May Be Talking About
- 4 Terrifyingly Common Email Marketing Boo-boos to Avoid Like Tainted Halloween Candy
- How to Get Quality Nursing Home Care Without Racking Up Huge Bills
- Create a Great Funeral Day – It’s a Group Activity
- HCPOA vs. Emergency Contact: Don’t Let Your Clients Be Confused!
- The Art of Estate Planning: What to Do With the Client’s Tangible Wealth
- Denial of Death Influences Estate Planning
- Your Clients Have Digital Assets – Whether You Like It or Not
- Estate Planning, Hollywood Style
- Casey Kasem’s Living Will Didn’t Work for Dementia: How to Make Sure Your (Client’s) Advance Directive Works
- A Funeral for a King or Queen
- Financial Compensation for Advance Care Planning? Concept may not be Dead on Arrival
- 4 Important Documents for Estate Planning
- 10 Tips for Funeral Planning
- Hospice Awareness Campaign: Perfect for Clients
- Five Tips to Avoid Being a Burden on the Kids
- 2 Pitfalls in Getting Clients their Desired Results from Advance Directives
- Integrating Social Media into Your Seminar Marketing
- When Funeral Directors Go Shopping
- Grief: Not a Stage, But a Journey
- “Top Seven” Ways to Make Advance Directives Available in an Emergency
- Guidelines for Hiring an In-Home Caregiver
- A Word About Sudden Death
- Pet Planning Trend Upswing
- Look Who’s Talking — Effective Initial Consultations
- Estate Planning Lessons from the Frozen Dead Guy
- The Ethical Will
- Don’t Just Plan for Disability – Avoid It!
- What Fans of Walter White Can Teach Us About Funerals
- Beware of Prepaid Funeral Contracts
- 21 Ways to Bring Up Advance Care Planning Over the Holidays
- Dealing with Holiday Blues
- 6 Myths People Tell Themselves About Advance Directive Accessibility
- Create a Great Funeral Day – Talk Now to Avoid a “Facelift Funeral”
- Introducing the “Advance Driving Directive” (a/k/a: Who Should Talk with Client about Hanging Up the Car Keys?)
- The Keys to the Ladies Room: How Estate Planning Attorneys Attract Wealthy Female Clientele
- Departures: A Beautiful Film to Start Funeral Planning Conversations
- Advance Directives: Update from the ABA
- Review and Update Your Living Trust
- Pet Planning: Consider Pet Insurance
- Death Café Movement Starts Much-Needed Conversations
- Paying for Your Mistake: What Estate Planning Attorneys Should Know About Drafting Errors
- Moving Back in With the Kids
- Opportunities Booming for Estate Planning Attorneys
- New Funeral Home Technology at ICCFA 2013
- Starting End-of-Life Discussions with The Conversation Project
- Planning for End-of-Life Care for Loved Ones
- 6 Tips for Protecting a Deceased Person from Identity Theft
- F. Scott Fitzgerald, The Great Gatsby and Estate Planning
- Mad Men Season Opener Features Estate and Funeral Planning Issues
- Warn Clients About Medicare Fraud – and Help Them Fix It
- Leverage the Power of Live Testimonials at Your Seminars!
- Top Tips About Jewish Funeral Traditions
- Using the Power of Stories with Clients’ Advance Care Planning
- Using TV to Start Funeral Planning Conversations
- What Medicine Can Tell Us About How Clients Learn
- Importance of Client Review Meetings
- Death Café Comes to the U.S.A.
- Advance Care Planning Actually Does Matter, Study Finds (aka: Seize the Thanksgiving Moment!)
- Offering Assurance in Life Insurance
- Laughing in the Face of Death
- QR Codes Make Memories Come Alive
- 30 Funerals in 30 Days 2012
- Tips to Start a Funeral Planning Conversation
- Planning for Multi-Generational Fun
- Unleash the Power of Common Courtesy In Your Prospecting
- Even Rich People Need Funeral Planning
- What Toy Story Can Teach About Estate Planning
- Who Knows What a Hashmark Is?
- Reasons Clients Avoid Funeral Planning: Embalming
- Guidance for Families When a Member is Dying
- Recommended Reading: Books for A Good Goodbye
- “The Descendants” Film: A Client Teaching Tool for Advance Directives
- Family Clashes Over Funeral Plans
- Are Your Clients’ Advance Directives Worth the Paper They’re Written On?
- Identity Theft and Tax Time Tips
- The VA is Ever Changing – New Pension & Fiduciary Services Department
- How Can We Start a Reluctant Conversation?
- Eligibility Verification Reports (EVRs) are DUE March 1st!
- Reflecting on the New Year
- Funny Films for Serious Conversations: Grand Theft Parsons
- Death Benefits for Veterans
- 30 Funerals in 30 Days
- Your Client’s Medical Mind
- October 30 Is Create a Great Funeral Day – Don’t Fear The Reaper
- Cryonics and Estate Planning
- Today’s Funeral Services and Certified Celebrants
- Funny Films for Serious Conversations: The Six Wives of Henry Lefay
- Stricter HIPAA Enforcement: What Will It Mean For Your Firm’s Advance Directive Documents?
- The Four R’s of Funerals
- Remembering the Past & Hoping for the Future
- Two Weddings and a Funeral: Family Meltdowns
- Advance Directives Registries: How to Evaluate Them
- The Gift
- Advance Directives Are Important, But Are They Enough?
- Thoughts On Conveying Funeral Plans To Your Family
- Our Clients Don’t Know What They Don’t Know
- Why Have a Funeral or Memorial Service?
- Leave a Lasting Legacy by Writing Your Life Story
- How Do You Know What Your Clients Want From Your Firm?
- Saying Goodbye to My Best Friend
- Veterans Benefits Are Federal Benefits, Therefore, The laws Are The Same In Every State
- Ah, The “Good Old Technology”
- Category: Coaching
- Keep Climbing: Your Goals Are Waiting!
- Financially At Last!
- Getting the Most Out of Your Coaching Calls
- Creating a Purpose and Profit-Driven Practice
- Boot Camp to Success
- Are You Coachable? And, Why Does It Matter?
- A Great First Impression or a Wake Up Call?
- Listen Up!
- 3 Keys to Success – Lessons from Our Peak Performers
- Take a Peek into Our Boot Camp to Success
- From the Desk of the Meeting Planner
- Lessons in Leadership: Connecting Vs. Controlling
- 3 Reasons Law Firms Fail
- Are Your Systems Adrift?
- Take a Peek into our Boot Camp to Success
- Maximizing Your Conference Attendance
- Webinar for Non-Members – BOOT CAMP TO SUCCESS: Creating a Purpose and Profit Driven Practice
- BOOT CAMP TO SUCCESS: Creating a Purpose and Profit Driven Practice
- Peak Performers Program: What I’ve Learned From Being a Fly on the Wall
- BOOT CAMP TO SUCCESS: Creating a Purpose and Profit Driven Practice
- The Problem is Not the Problem
- All About That Boot Camp
- Happy Sales Team; Happy Business
- The Top 5 Benefits of Being a Peak Performer
- Turning Cancellations into Clients
- Game Changing Sessions in Louisville – All Were Recorded!
- Being PRESENT at Speaker School
- What’s Your PLAN of Attack?
- Back from Speaker School and Ready to ROAR!
- Category: Consumer Advantage
- Category: Counseling
- 5 Ways for Older Adults to Meet and Connect With Others
- Family-Friendly Funeral Films to Start Holiday Conversations
- Clients Need to “Lead the Doctor” on End-Stage Illness
- September 11, 2001
- Every Grieving Client is Unique
- Big Decisions and Big Bucks in Pet Healthcare
- How Do You Deal with Grieving Clients?
- Three Ways to Brighten the Holidays for Our Service Men and Women
- Beware of Scams Aimed at Estate Planning Law Firms
- Remembering Steve Jobs
- Stepping Stones or Stumbling Blocks?
- You Can’t Perform in Opposition to Your True Beliefs
- Hope for a Legacy
- Unlimited Possibility
- A Different Kind of Death
- A Season of Gratitude
- The Wishbone Tradition—The Lucky Break
- What’s Your True Value?
- Small Changes, Big Results
- Over My Dead Body: Why Fear Funeral Planning?
- Weddings and Funerals
- Category: CounselPro 7.0 Training Calls
- Category: Education Conference Calls
- Category: Elder Law
- Category: Estate Planning
- Taxation of Nongrantor Trusts
- Tax Reporting with Trusts
- Advantages of Using a “Grantor Trust” in Planning
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Roth IRAs Can Be a Great Planning Strategy: Basics
- It’s Important to Have a Coordinated Estate Plan
- Don’t Look Back: Embracing Change Post-Closure
- Trust Distribution Standards May Be Very Broad
- Revocable Trusts Are Not Always Treated the Same as an Individual
- ABLE Accounts Complement Special Needs Trusts
- Plan Now for the Incredible Shrinking Exclusion
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- Learning and Camaraderie at the Academy Summit
- CRT: Best Tool for Proposed Tax Changes?
- Use It Before It’s Gone
- Tax Proposals Could Alter Estate Planning Landscape
- The Role of the Estate Planning Attorney
- Pandemic Relief for Employers
- Using Disclaimers to Achieve Client Goals: Double Disclaimers
- Using Disclaimers to Achieve Client Goals
- How to Dispose of “Stuff”
- “Last Will and Testament” Origin
- Estate Planning and Appraisals
- Beneficiary Designations and the SECURE Act: Prior Designations
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations
- Book Review: Style is Everything in Microsoft® Word®
- Joint Tenancy Problems in Estate Planning
- Dynasty Trusts
- Are You Talking or Asking in Your Consultations?
- Biden Administration Could Reduce Estate Tax Exclusion
- Starting the New Year Right
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- It’s Better to Give, Especially This Year
- A Time for Thanks and Community
- What the 2020 Election Could Mean for Your Estate Plan
- Planning for California’s Proposition 19
- Preparing for the Unexpected…and the Eventual
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Academy’s Fall Summit Virtually Perfect
- Staying Current is Especially Important in the Pandemic
- Puerto Ricans are Unique, as Is Estate Planning for Them
- Generational Wealth is Key to Leveling the Playing Field
- Chadwick Boseman Demonstrates the Importance of Planning
- Will Your Estate Plan Still Work If You Move?
- Planning for Incapacity
- Building Flexibility into Your Plan
- Use the Exclusion or Lose It
- Leaving Assets Can Be Tricky – Part 3
- Leaving Assets Can Be Tricky
- Assignment and Nominee
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- Frequency, Content, Creativity, Your Value Proposition and You
- Removing Life Insurance from the Taxable Estate
- The Basics: “HIPAA” Powers
- The Basics: Powers of Attorney for Healthcare
- The Basics: Financial Power of Attorney
- Uncompensated Transfers
- Irrevocable Medicaid Trusts
- Avoiding Family Chaos in the Coronavirus Age
- Low-Interest Loans: An Estate Planning Technique
- Are You Giving a Wow Experience?
- Academy’s Spring Summit Virtually Perfect
- Academy’s Spring Summit Goes Virtual
- Families Gather in Novel Ways in Pandemic
- Shrunken Asset Values Open Estate Planning Opportunities
- Economic Fallout from Coronavirus May Provide Opportunities
- Coronavirus and Nursing Homes
- How Would Your Firm Do in a Blind Test?
- St. Patrick’s Day and Coronavirus
- Incorporating Acknowledgments as Part of Your Company Culture
- Preparing for Coronavirus
- Best Places to Retire: State Estate Tax
- Best Places to Retire: State Taxation
- Planning for the Sandwich Generation
- Joint Tenancy Pros and Cons
- Whom Do You Want to Get Your Assets?
- Beneficiary Designations and Other Non-Probate Transfers
- The Secret to Successful Events: Checklists!
- Estate Planning Conference Discusses SECURE Act and More
- Planning for the Secure Act
- The Secure Act and What It Means for You
- Tax Planning for 2020
- Getting Together with Family for the Holidays
- How Will You Age in Place and Be Able to Die at Home?
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- The Questions of Estate Planning, Part 6: Why
- The Questions of Estate Planning, Part 5: How
- Continuing Legal Education in San Diego
- Fix Your Estate Planning Fees
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2: What
- How Will You Obtain the Care You Need?
- Income Tax Basis in Estate Planning
- Income Tax Basis
- Use Trust Protectors for Added Protection and Flexibility
- Make Your Own Plan
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Planning for the Unexpected
- Planning for Education Expenses
- Planning for Special Needs Children
- Planning for Step-Children
- Disinheritance
- The Importance of Communicating Your Plans
- Your Planning Can Help Your Loved Ones
- How Much is Too Much?
- Many Reasons to Plan
- Does This Look Right to You?
- Why Crowdfunding May Cost You Medicaid Eligibility
- Consequences of Modifying an Irrevocable Trust
- Clarity is Key to Planning
- Christmas in June
- What is a GST Trust?
- Kiddie Tax is Worse Than Ever
- Staying Current on Estate Planning
- New Tax Proposal re: Retirement Savings
- Modifying an Irrevocable Trust
- Trust Protectors Add Flexibility
- Making Trusts More Flexible
- When and Where You Die Matters
- Planning is Critical
- New Estate Tax Proposal
- ABLE Accounts
- What Are 529 Plans and What Are Their Advantages?
- Setting the Mood: What Does Your Office Say About You?
- What Are UGMA and UTMA Accounts?
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- New Tax Proposals
- State Income Taxation of Nongrantor Trusts
- State Income Taxation
- Put Your Name on the Cover! Benefits of Becoming a Co-Author
- The Little Things May be the Most Important
- Domestic Asset Protection Trusts
- SALT Deduction Limit…Can You Get Around It?
- Tax Tips after New Year
- Turning the Page on 2018 and Looking Forward to 2019
- Selecting an Agent
- Nongrantor Trusts Can Be Very Useful in Certain Situations
- Grantor Trusts Provide Flexibility and Ease
- Proposed Regulations Address “Clawback” Issue
- Being Thankful and Sharing Your Blessings
- QDRO: Not Just for Divorce Anymore
- How Are Trusts Taxed?
- Giving Back
- Naming a Trust as Beneficiary of an IRA or Qualified Plan Doesn’t Have to Be Scary
- Estate Planning is About More Than Taxes
- Prenuptial Agreements Can Provide Remarriage Protection
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
- New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!
- Planning for the Client Moving Overseas
- Estate Planning is for You, Not Just Your Parents or Grandparents
- Special Accounts for People with Special Needs
- What’s a 529 Plan and What Are the Benefits to Using One?
- Trusts for Privacy
- Planning to Avoid Too Much SALT
- Planning for Lottery Winners, Part 2 of 2
- Planning for Lottery Winners, Part 1 of 2
- Estate Planning: It’s Not Just About the Estate Taxes
- Planning for Frequent Flyer Miles
- You Never Know: Planning for the Unexpected
- Incapacity Planning
- Planning for the International Client
- 6 Important Estate Planning Considerations – Part 6: Taxes
- Dead Hand Control: How Much is Too Much?
- Planning for the Unexpected
- Estate Planning is Too Important to Procrastinate
- 6 Important Estate Planning Considerations – Part 5: Retirement Assets
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
- 6 Important Estate Planning Considerations – Part 3: Your Kids
- Academy Event in Las Vegas Hit the Jackpot!
- Academy Event in Las Vegas is No Gamble
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care
- 6 Important Estate Planning Considerations – Part 1: Incapacity
- Retirement: It’s Not Just About the Money
- Treasury Releases New Inflation Adjustment
- How Are You Planning for Long-Term Care (LTC) Expenses?
- Income Tax Basis in Estate Planning – Part 2
- Aging Parents and Estate Planning
- Moving On Up: Tips for Choosing a Stellar Office Location
- Basis is Important in Estate Planning
- Age-Related Retirement Milestones
- Retirement is Complicated
- Can You Actually Benefit from Experiencing Sadness?
- What to Wear to a Black Tie Affair
- Estate Planning: Simple is Not Always Better
- Estate Planning: The Simplest Plan is Usually Not the Best
- How Will Tax Reform Affect Your Estate Plan?
- Planning for Retirement Plans and IRAs: Asset Protection
- Planning for Retirement Plans and IRAs: Beneficiary Designations
- New Tax Law May Affect State Income Tax, Too!
- Sager Family Shows Perils of Blended Families
- Donor Advised Funds: IRS Issues New Ruling
- Most Read Blog of 2017: Basics of Estate Planning: Reasons to Use a Trust
- New Year’s Greetings
- Would You Prefer A Charitable Deduction This Year?
- No Charitable Deduction in 2018?
- A Special Option for Special Kids
- Basics of Estate Planning: Powers of Appointment – Part 2
- Planning to Enjoy Thanksgiving
- Basics of Estate Planning: Powers of Appointment – Part 1
- Basics of Estate Planning: IRAs
- The Powerful “What If” Factor in Marketing and How It Can Generate Sales
- Basics of Estate Planning: Privacy and Estate Planning
- Basics of Estate Planning: Portability vs. Credit Shelter Trust
- Impact Your Community
- Basics of Estate Planning: Portability
- Gift Giving A Little Early This Year
- How Tax Reform Could Impact Various Families
- Tax Reform and the Estate Tax
- Basics of Estate Planning: Getting the Most out of Charitable Gifts
- Law in the U.S. Can Be Participatory
- Basics of Estate Planning: Lack of Coordination
- Attorney Consultations
- Basics of Estate Planning: Two Common Mistakes with Trusts
- Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
- Basics of Estate Planning: Estate Planning for Major Life Events
- Estate Planning Attorneys: Creative Ways to Community Connections
- Choosing a Roth or Traditional IRA (or 401k)
- Basics of Estate Planning: Asset Protection – Part 3
- Basics of Estate Planning: Asset Protection – Part 2
- Basics of Estate Planning: Asset Protection – Part 1
- Obamacare and the 3.8% Surtax Here to Stay…for Now
- Basics of Estate Planning: Domicile and Residency
- Basics of Estate Planning: Trust Protectors
- Basics of Estate Planning: Decanting
- Missed Your Deadline to Elect Portability? Treasury to the Rescue!
- Basics of Estate Planning: Taxpayer Identification Numbers
- Basics of Estate Planning: Credit Shelter Trusts
- Basics of Estate Planning: Prenuptial Agreements
- Trump 2018 Budget Would Slash Medicaid
- Basics of Estate Planning: Coordination of the Estate Plan
- Racing to Success in Indy
- Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 4 of 4)
- Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 3 of 4)
- Do Your Clients Need More “Love Letters” from the Law Firm?
- Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 2 of 4)
- Basics of Estate Planning: What to Know Before Funding Real Estate to a Trust (Part 1 of 4)
- Victory? A VA Case Study
- 3.8% Surtax Here to Stay…for Now
- Basics of Estate Planning: Charitable Trusts
- Basics of Estate Planning: Irrevocable Life Insurance Trusts
- Basics of Estate Planning: Client Control
- Basics of Estate Planning: Community Property and Separate Property
- Basics of Estate Planning: IRAs, Retirement Plans, and Trusts
- It’s Not All About the Money: Determining “Non-Financial” VA Eligibility
- Basics of Estate Planning: Medicaid Planning and Trusts
- Basics of Estate Planning: Joint, Separate, and Unmarried Trusts
- Basics of Estate Planning: Trusts and Subtrusts
- Protecting Client Privacy and Security
- Dig, If You WILL . . . the Truth About Prince’s Estate
- Basics of Estate Planning: Reasons to Use a Trust
- Basics of Estate Planning: Types of Trusts
- What is a Trust?
- The Medicaid Millionaire: Myth or Reality?
- Kicking the Bucket List, Part 3
- Trump Tax Plan
- National Family Caregivers Month
- Gift Giving A Little Early This Year
- Pat Summitt: Redefining Heroism in the Face of Alzheimer’s
- Kicking the Bucket List, Part 2
- Haunted by Halloween Candy Overload?
- Importance of Marshalling Assets
- Got the Backlog Blues?
- Kicking the Bucket List
- 529 Plans for Tax Savings and Asset Protection
- Lessons from Braiterman
- Donald Trump’s Tax Plan
- Hillary Clinton’s Tax Plan
- Miracle on the Hudson
- Prepare for Proposed 2704 Regulations, Valid or Not
- Common Mistakes in Estate Planning, Part 4 of 4
- Bubbles & Boxes Business Planning
- Common Mistakes in Estate Planning, Part 3 of 4
- Common Mistakes in Estate Planning, Part 2 of 4
- Be Our Guest – Academy Strategic Planning Webinar for Non-Members
- 8 Reasons to Consider Keeping It in Trust
- Common Mistakes in Estate Planning
- 5 Helpful Tips When Dealing with Difficult People
- What’s Your Commute?
- “If I Die”
- Comprehensive Estate Plan Includes Funding
- Trust Funding Essentials
- International Estate Planning Needs May Increase with “Brexit”
- 4 Planning Mistakes with IRAs and Retirement Plans
- Avoiding Family Disputes
- Nadeau v. Thorne – No Reason to Fear
- Clintons Spotlight Estate Planning Technique
- Staying Ahead of the Game
- Estate Planning & Tax Basis Basics
- All Happy Families Are Alike
- Planning for Divorce
- Public Deaths: Shakespeare’s Will and Prince’s Likely Intestacy
- 5 Simple Tips for Traveling
- What’s a Bonus and What’s a Dividend?
- Converting to a Roth
- How To Completely Understand The Rule of Halves
- Frances Bean Cobain’s Divorce shows Importance of Planning
- End-of-Life Options Expanding
- Interesting Case
- What’s a Roth?
- The Wisdom of Never Giving Assets to the Kids
- Harper Lee, Inspiration to Lawyers, Should Have Used a Trust
- Location, Location, Location! Choosing the Best Location for Your New Office
- The President Wants Changes
- Planning for Alternative Families
- Top Mistakes with Fiduciaries
- Conduit Or Accumulation Trust
- Preparing for Life and its End
- Credit Cards, Debit Cards, and Trusts
- 3 Things To Consider When Planning For Clients Over $10 Million
- New Year’s Greetings
- Congress Gives an Early Christmas Present: Charitable IRA Rollover
- Medicaid Planning for Previously Transferred Assets
- How to Practice in Estate Planning, Part 9
- Tips On Calculating Payments From IRAs
- Thanksgiving
- What is the Secret to Success?
- How to Practice in Estate Planning, Part 8
- Family Harmony is Important
- Digital Assets
- 2 Ideas On What We Can Do About Lawyers Who Give Assets To Kids
- All Booths Are Not Created Equal: Tips and Tricks to Stand Out
- Public Speaking is Important
- Insurance Is Important
- How to Practice in Estate Planning, Part 7
- Formalities Matter
- Clients Often Make a Mess of Things
- There’s No Such Thing as the 60-Month Rule
- Our 24/7 Work Culture: The Negative Impact of the Rise in Working Hours
- Will the Children Squander It?
- How to Practice in Estate Planning, Part 6
- Another Loophole?
- Closing Loophole?
- How to Calculate the Minimum Months to Qualify & Assets at Risk to Break Even
- How to Practice in Estate Planning, Part 5
- More End-of-Life Planning Coming?
- LegalZoom Files $10.5M Antitrust Suit Against North Carolina Bar, Cites SCOTUS Dental Case
- Marriage Pros and Cons
- How to Practice in Estate Planning, Part 4
- When It Comes to Medicaid, What Is the Break-Even Point?
- Same-Sex Marriage Goes National
- How to Practice in Estate Planning, Part 3
- Little Things Matter
- What You Need To Know About Using Personal Care Plans
- Disinheritance Done Properly
- Ethics of Cloud Computing
- Knowing The Breakeven Point… A Must When Pre-Planning!
- Talking About Charity
- Same-Sex Marriage Showdown
- Learning Never Stops
- 7 House Rules for Participating in Conference Calls
- Off to Louisville!
- How to Practice in Estate Planning, Part 2
- You Reap What You Sow (Today’s Thought for the Day)
- Strange Inheritances
- How To Plan For The Home The Right Way
- Life Insurance Trusts and Fiduciary Duties
- Health Care Documents May Be the Most Important Thing We Do
- How to Distinguish the Snapshot Date from the Look Back Date
- Same Story, Different Language
- 10 Happiest States: The Happiest Will Surprise You!
- Be a Peak Performer
- How to Practice in Estate Planning
- Same-Sex Marriage in Alabama
- ABLE Act Adds Another Planning Tool for the Disabled
- New Year, Fresh Perspective.
- Could Capital Gains Taxation Change?
- Same-Sex Marriage Update
- Trusts and the Rule Against Perpetuities
- Same-Sex Marriage Update
- Altruistic Academy Associates
- Year-End Tax Planning, Part 2
- Year-End Tax Planning
- Dear Past, Thank You for the Lessons…
- Giving for the Holidays
- Who Owns the Casket?
- What Clients Want
- 10 Best States for Retirement
- 10 Worst States for Retirement
- Same-Sex Marriage Showdown Likely
- Death with Dignity
- The Gift of Giving
- Charity Begins at Home
- Marriage: Whether to Say “I Do”
- Estate Planning is Not a Bunch of Hocus Pocus
- Don’t Forget the Intellectual Property
- Tipping Point for Same-Sex Marriage: Majority Now Live Where Same-Sex Marriage Allowed
- Are You Talking About Healthcare Costs In Retirement with Your Seminar Prospects?
- A Tale of Two Plans
- Planning Takes the Edge Off
- End-of-Life Planning: Estate Planning at its Core
- How to WOW
- Amending or Restating: Which is Better?
- Health Care Powers of Attorney
- Bridging the Credibility Gap: 3 Things You Need To Do To Gain Prospects’ Confidence and Improve Seminar Response! (Part 1 of a 3 part series)
- Powers of Attorney
- Planning for Students
- Depression, Mental Illness, and Estate Planning Attorneys
- A Nursing Home May Be the Best Option
- How Law Firms Can Build Strong Relationships with Banks
- Privacy Through Trusts
- Accountability
- Is A/B Planning Still the Gold Standard?
- Disclaimers
- Alternate Valuation
- Grantor Trusts
- Inherited IRAs in Bankruptcy
- Farewell to Tony Gwynn, A Local San Diego Hero and Mentor
- Helping Clients Decide
- Choosing the Right Mix
- Same-Sex Marriage: Oregon and Pennsylvania Make 19
- Texas Weather Beats Out San Diego Weather (Lately)!
- Leaving a Charitable Legacy
- Gifting
- Leaving a Legacy
- Trust the Process
- Off to Houston!
- Personal Accountability
- Powers of Appointment
- Tax Day
- Penny-Wise, Pound-Foolish
- Easing the Concerns of Potential Clients
- Estate Planning: In Theaters Now
- “What is the Theme Song of Your Life?”
- Disclaimers
- Numbers Talk, But Are You Listening?
- Spring Cleaning
- Costs of Settling the Estate
- Pointers from Philip Seymour Hoffman’s Estate Plan
- Choosing the Right Fiduciary
- 3 Pointers from Paul Walker’s Estate Plan
- What is a myRA Account?
- Estate Planning for Olympians
- If You Can’t Beat ‘Em, Join ‘Em!
- 7 Important Questions in Drafting a Trust
- The Balkanization of Estate Planning
- Same-Sex Marriage: Utah is (Temporarily) 18th
- Downton Abbey Demonstrates Importance of Estate Planning
- Here’s to 2014!
- Same-Sex Marriage: New Mexico Becomes 17th; North Dakota Adds a Wrinkle
- Santa’s Eight Marketing Secrets to Successful Marketing
- Planning After Divorce
- Planning for International Clients: Part 2 Foreign Assets
- Planning for International Clients: Part 1 Estate Taxation
- Hope Floats. Fear Sinks!
- Tax Reporting for Same-Sex Couples, Missouri Adds a New Twist
- Same-Sex Marriage expands to Hawaii
- Guiding the Client: You’re the Expert
- Illinois Makes 15
- Philanthropy
- Recognizing the Source
- Back from South Carolina
- Reflections on the Academy Summit
- Reflections on the Academy Summit
- The Academy Summit Approaches
- Lobster Burritos with Jalapeno Cream Sauce
- Coming of Age Means Doing Estate Planning
- 10 Reasons Why Members Love Attending Our Events
- Think Before Squeezing the Toothpaste Tube!
- The Importance of Directives
- Can Successor Trustee Purchase Trust Property?
- Planning for Married Same-Sex Couples
- Non-Tax Reasons to Plan
- Greater Clarity on Same-Sex Marriage, Slowly
- PaperLESS Summit Coming in October! Our Eco-Friendly Commitment to Reduce our Paper Dependency
- What’s a Trust Protector?
- Life and Death in Assisted Living
- James Gandolfini: A Death too Public
- Help Prevent Post-Mortem Identity Theft
- Grantor Trust Reporting
- Which are Better, Wills or Trusts?
- FREE GIFT for Webinar Participants: Latest Academy Education Department Recording on Supreme Court DOMA Ruling
- Income Taxation of Same-Sex Spouses
- At the Hospital, LGBT Clients May Still Need More Legal Documentation than Others
- Asset Protection Attributes of Credit Shelter and Beneficiary Trusts
- Making Seminar Attendee Reminder Calls is NOT an Option!
- 11 Core Strategies to Create a Purpose and Profit-Driven Practice – July 17th at 2pm PT / 5pm ET
- DOMA Held Unconstitutional
- Importance of Basis in Medicaid Planning
- 11 Core Strategies to Create a Purpose and Profit-Driven Practice – 60 Minute Webinar for Non-Members
- Forgotten Estate Taxes
- THE ACADEMY’S GREATEST HITS — Session 7, Asset Protection—Staying Out of Trouble
- Beneficiary Designations Are Critical
- Assisted Suicide Legislation on the Rise: What’s Happening in Your State?
- THE ACADEMY’S GREATEST HITS — Session 6, How Genuine Rapport Generates Referrals
- Helping Clients Achieve Their Goals
- THE ACADEMY’S GREATEST HITS — Session 4, Required Technology For Law Firms Today
- Same-Sex Marriage Update and Planning Opportunities
- Premier Estate Planning Organization Celebrates 20 Years of Transforming the Legal Industry
- Heir of Last Resort
- A Long (But Not Strange) Trip
- THE ACADEMY’S GREATEST HITS— Session 3, Mastering 1st Consultations
- Communication
- Protecting Sensitive Information in the Age of Digital Mobility
- Divorce By Conservator
- THE ACADEMY’S GREATEST HITS — Session 2, Top 10 Legal Questions (and Answers)
- Proposed Estate & Gift Tax Changes
- The Green Book
- THE ACADEMY’S GREATEST HITS — Session 1, Why Most Small Businesses Fail
- Who Pays the Tax?
- Avoiding Increased Income Taxes
- Avoiding Conflicts When it Comes to Distributing Trust Assets
- High Court Drama Unfolds Regarding Same-Sex Marriage
- Grantor Trust: Use Them While You Can
- Innovation in Uncertain Times: Jacoby & Meyers Enters the Legal Forms Business
- Speaks at Death
- 7 Easy Actions for National Healthcare Decisions Day (April 16)
- The World of Digital Assets Becomes a Little Less Wild
- Academy Webinar Replay Now Available for Attorneys!
- It’s a Black Tie Affair, What Will You Wear?
- Carter Center’s Winter Weekend
- QPRTs for Asset Protection?
- Attorney Blogging
- FREE GIFT for Webinar Participants: Latest Education Department Recording on “THE RECENT TAX LAW CHANGES”
- Helping Clients Steer Clear of the Investment Earnings Surtax
- Medicare Surtax
- Law Practice Blueprint: 11 Core Systems for Total Estate Planning Success – February 13th At 2pm PT/ 5pm ET
- How a CRT Can Help Defer and Reduce the Impact of ATRA
- ACADEMY EDUCATION ALERT 2013 Tax Law Update
- Capital Gains Taxes Increase
- Law Practice Blueprint: 11 Core Systems for Total Estate Planning Success, 60 Minute Webinar for Non-Members
- Oral Argument Dates Set in Same-Sex Marriage Cases
- Fiscal Cliff Averted
- Preparing for a Tax Law Change
- Time For Reflection and Celebration
- Changes May Be Coming for Same-Sex Estate Planning
- Communication is Key, Even When Relations are Strained
- 12 Days Left!
- In the Passing of a Loved One, Little Things May Matter Most
- Obamacare: What Estate Planning Attorneys Need to Know
- International Estate Planning Issues
- SAFE Trust Traps
- Election 2012: Estate Tax Implications
- Zsa Zsa Shows Importance of Naming Proper Fiduciaries
- Substantiating Charitable Gifts
- The Carter Center
- Some Humor: Mendel Triathlon
- Pooled Trusts: Third Circuit Decision of Note
- Estate Planning With Blended Families
- Mickey Rooney’s Cautionary Tale
- Gray Divorce Requires Planning
- Everyone Has an Estate Worthy of Estate Planning
- Death by Forgery: Case Shows How Not to Conduct Advance Care Planning
- Get It While It Lasts!
- This Week’s Line Up!
- Law Firm Services for the Disabled
- On the Beauty of Process: The E-Myth Attorney: A Review
- Inquisitive, Not Nosey
- Thomas Kinkade’s Estate Plan Mired in Litigation
- The “5 D’s” for Reviewing Clients’ Advance Directives
- Online Reviews May Cause Ethical Problems
- Private Letter Ruling Surprise
- Timing Is Everything
- Naming Proper Fiduciaries
- Wills Must Meet Formalities, Right?
- Justice Ginsburg: A National Treasure and Aspiring Diva
- College Coeds Need a HIPAA Release
- Filial Support Laws Exist in 29 States
- Are You Charging Enough?
- Why Add an Elder Law Component to Your Practice
- Darn Homophones!
- Irrevocable Trusts Need Flexibility
- DOMA Unconstitutionality and Estate Planning
- Posthumously Conceived Children
- Network Like a Pro
- Clients Want Everything, and That Is OK
- Are Revocable Living Trusts Appropriate for Everyone?
- Transformational Medicaid Training Workshop in Chicago for Academy Members
- Estate Planning for Adult Children
- 2012 May Be a Good Year to “Roth”
- The Incredible Grat
- Williamsburg, Virginia in the Spring!
- Facebook Founders Provide an Excellent Estate Planning Example
- Building Relationships in Predictable Bursts
- What You Can Do About Elder Abuse
- Helping Your Clients Overcome Tax Planning Paralysis
- Three Talking Points from Whitney Houston’s Will
- Are You Board Certified? If Not, Maybe You Should Be
- To Fund or Not to Fund: Transferring Real Estate to a Trust (Bonus Blog)
- To Fund or Not to Fund: What to Know Before Transferring Real Estate to a Trust (Part Three of Three)
- Do You Have the Time for Social Media?
- To Fund or Not to Fund: What to Know Before Transferring Real Estate to a Trust (Part Two of Three)
- To Fund or Not to Fund: What to Know Before Transferring Real Estate to a Trust (Part One of Three)
- First Impressions…
- Wake Up Call: Top Five Regrets of the Dying
- Online Strategy Endorsement: LawInfo.com
- Estate Planning with Boomerang Children in Mind
- Americans Are Spending More On Their Pets – What Does This Mean For Your Practice?
- Facebook as a Digital Asset
- Do You Counsel Your Clients About Safe Deposit Boxes?
- How Whitney Houston Can Help You Better Serve Your Clients
- Bad Online Review? Think Carefully Before You Respond
- Groupon for Lawyers?
- A Unique Estate Planning Tool
- Portability Does Not Replace the Credit Shelter Trust
- A Candidate’s Tax Return Shows Estate Planning
- Keeping Dozens of Cats May Be Deductible
- Estate Planning: The Practice of Competing Goals
- Discounts: A Complex Matter
- A Dramatic Reminder of an Ethics Fundamental
- Philanthropy: Guiding Your Clients Towards a Lasting Legacy
- Keeping Your Employees Honest
- Recognizing Financial Elder Abuse
- An FDIC Cheat Sheet
- Learning About Legacy Planning From Steve Jobs
- Joint Tenancy and Medicaid Eligibility
- The Trouble with Joint Tenancy
- Did You Know That This is National Estate Planning Awareness Week?
- Retirement Account Traps Can Blindside You and Your Clients
- No One is Indispensable, Not Even You
- Today’s Low Interest Rates: a Great Estate Planning Opportunity
- Fair is Not Always Equal
- Community Property for Lawyers from Non-Community Property States
- Up-in-the-Air Estate Planning: Frequent Flyer Miles
- Leaving Children a Legacy, Not Just Money
- Is LegalZoom Practicing Law?
- Same-Sex Divorce
- Same-Sex Marriage Passes In NY: What Does It Mean?
- Anna Nicole Smith Case Finally Decided
- The Changing Face of Law
- Three Tips for Avoiding Ethics Violations
- What Does it Mean to Keep Good Records?
- Trusts: How Long is Too Long?
- New Law, New Strategy: QPRTs
- New Law, New Strategy: Irrevocable Trusts
- New Law, New Strategy: Setting the Stage
- Another Reason to Stretch That IRA
- Charitable Lead Trusts: A Win-Win Scenario
- Is the Time Right for a Dynasty Trust?
- Another Reason to Do It Right the First Time
- Lending Japan a Helping Hand: Tips for Making Your Donation Count
- Death Row Organ Donation
- Post-Death Palimony
- When a Will Contest is Not Enough
- Pre-Mortem Will Contests
- Insurance Adds Liquidity to an Estate
- Revocable Trust – Privacy In Death
- Flexibility In Estate Planning Is More Important Than Ever
- The AB Trust: Still the Gold Standard
- Who’s Your Daddy?
- Heckerling Leaves Open Questions
- Estate Planning Quandary: Children Conceived After Death
- Opting In: Where Will Your Organs Go When You Die?
- Consumers Want to Know More About TRA 2010: The New Tax Law
- Who Gets The Embryo?
- Get Your PTIN for the Holidays!
- Protecting Against Divorce
- Counseling Clients on How to Leave Assets
- The Basics May Be the Most Important
- Estate Planning Attorneys: We Make a Difference
- May You Live in Interesting Times
- Having No Estate Tax: Is It an Opportunity to Die For?
- Can Congress Reinstate the Estate Tax Retroactively?
- Trustees are Central to Trust Function
- What Makes a Legal Document “Legal”?
- The Fairness of the Estate Tax
- Inherited Wealth: How Much is Too Much?
- Disclosure Is Key To Discount Planning
- 6 Weeks Left: What Don’t You Want to Do?
- Decisions, Decisions: Bypass Trust vs. Marital Share
- State Law May Override Tax Benefits of Bypass Trusts
- What You May Not Know About EGTRRA
- Pre-Validation of Wills and Trusts: Novelty, Fluke, or Trend?
- Dan Duncan’s Heirs Hit A Gusher
- Steinbrenner Hits a Homerun–Even in Death
- Do Your Earnings Justify The Hours You Work?
- Judge Rules DOMA Unconstitutional: What It May Mean For Estate Planning
- The Incredible Shrinking Privity Doctrine
- Estate Planning Attorneys and Their Clients in Limbo
- Get it While You Can: Short-Term, Zeroed-Out GRATs
- Community Property Traps in Estate Planning
- Common Law Marriage Could Be a Wrench in Your Estate Plan
- Retirement Plans and the Spouse: Special Relationship, Special Rules
- E-Myth Attorney: Not Just Another Book Report…
- Category: Estate Planning Documents
- Category: Estate Planning Education
- Fair Isn’t Always Equal and Vice Versa
- Planning Is Important
- Staying Current is Especially Important in the Pandemic
- Leaving Assets Can Be Tricky – Part 2
- Academy’s Continuing Legal Education is a Distinct Achievement
- CE Providing Attorneys: Double Check Your List
- Lead By Example for NHDD
- Prenuptial Agreements In Estate Planning
- The Law and Human Remains
- Philanthropy and the Estate Tax
- Avoid Attorney Discipline and Malpractice: Don’t Dabble
- Category: Financial Analysis
- Category: Financial Services
- Category: General
- The New Normal
- Preparing for an Emergency
- 15 Days of Gratitude
- Have a Merry Mindset
- Change Yourself, Transform Your Life
- Is Sleep in Your Leadership Tool Bag?
- Time to Work (Out)!
- It’s All About the D!
- How I Landed on Another Plan-It
- Goodbye Sugar, It’s Been Sweet
- Just Another Four-Letter Word
- Do Your Clients Have the Same Problems as Tom Brokaw?
- Announcing…the New www.aaepa.com
- Category: Law Firm Marketing
- Social Media Marketing & Your Law Firm
- Crafting a Compelling “About Our Firm” Page
- Required Law Firm Website Updates: Are You Ready for Google’s Latest Algorithm Update?
- How to Safely & Strategically Return to In-Person Seminars
- Maintaining Your Law Firm’s Google My Business Listing
- Social Media Cheat Sheet: Character Limits & Posting Parameters
- Facebook Ad Objectives: What Every Law Firm Should Know
- Online Marketing Images Cheat Sheet
- Online Marketing & Metrics That Matter
- Facebook Marketing Pitfalls to Avoid
- 4 Quick Tips for Improving Your Local Search Rankings
- Managing Effective Email Marketing Lists
- What Domain is Right for Your Law Firm?
- Fundamentals of an Effective Website
- 5 Content Mistakes to Avoid
- 4 Quick Tips for Optimizing for Increased Conversions
- Connect with Clients via Live Chat
- Help, My Law Firm’s Google My Business Listing Has Disappeared!
- Successful Law Firm Marketing
- 6 Steps to a Stronger LinkedIn Presence
- Everything You Need to Know About Google’s Latest Algorithm Updates
- Top 3 Google My Business (GMB) Features for Your Law Firm Listing
- Enhance Your Website and Social Media Channels with Images
- The Truth About Email Marketing Lists
- Selecting the Right Domain for Your Law Firm
- Is Your Law Firm Ready for the Next Change to Facebook?
- Google My Business (GMB) Posts & Your Law Firm
- Top Ten Tips for Stellar Email Marketing Campaigns
- The Online Marketing Metrics That Matter Most
- AVVO’s Impact on Your Law Firm
- Farewell Google+
- Have You Heard About The….?
- Local Search Rankings and Your Law Firm
- Engaging Law Firm Prospects with Live Chat on Your Website
- Securing Your Law Firm’s Facebook Page
- 4 Quick Tips for Optimizing for Increased Conversions
- Elements of an Effective Website
- The Ultimate Guide to Google Posts
- 6 Vital Steps to Take When Moving Your Law Firm to a New Location
- What Were You Doing 90 Days Ago?
- Link-Building Mistakes to Avoid
- Why Should Your Firm Use Client Engagement Standards?
- Love Them or… They’ll Leave You: 4 Reasons Clients Stick with Law Firms
- Managing Your Law Firm’s Online Reputation
- Google My Business: The Game-Changer for Law Firm SEO
- Effective Use of Images in Online Marketing
- How to Keep Your Law Firm Content at the Top of Facebook’s Newsfeed
- Online Marketing Trends 2018
- How Your Firm Can Take Advantage of Google Posts
- Back by Popular Demand: So You Want to Start a Podcast?
- 5 Pitfalls to Avoid with Facebook
- Marketing Opportunities: The One and Done Client
- 3 Easy Ways to Improve your Law Firm’s Local Search Rankings
- Facebook – The Virtual Networking Jackpot
- 10 Tips for Improving User Experience on Your Law Firm Website
- ‘Tis the Season to Start Planning for 2018
- Selecting the Right Domain for Your Law Firm
- Is Your Networking… Working?
- Top Challenges to Legal Blogging and How to Overcome Them
- Are Your Marketing Pieces Printing with Blurry Images?
- Back to the Basics
- The Secret Ingredient
- Keeping Your Law Firm’s Facebook Page Secure
- Top 3 Reasons You Need to Consider Mobile for SEO
- We’re Relaunching Our Attorney Directory Search-Attorneys.com
- Video Marketing & Your Law Firm – If You Film It, They Will Come
- Quick-Start Guide to SEO in 2017
- Local SEO & Your Law Firm
- Are You a 5-Star Firm?
- Are eNewsletters Still A “Thing”?
- Backlinks & Your Law Firm
- Fact or Opinion?
- 12 Days of Online Marketing
- 11 Ways to Identify Your Ideal Client
- How Even the Busiest Attorneys Make Time for Content Marketing (and Why They Should!)
- Keys to Increasing Your Law Firm’s Conversion Rate
- Social Media: The (Potential) Humanizing Effect
- Google’s Penguin Update
- Live Chat and your Law Firm
- Using Social Media to Make Your Mark
- 10 Tips for Effectively Using Video in your Social Media Marketing
- Networking with Niches: It’s All About Who You Know and Who You Want to Know
- Google has Strengthened its Mobile-Friendly Ranking Signal. Again.
- Amp Up Your Online Event Marketing
- Are You Writing for the Right Person?
- Are My Prospects Getting Social?
- Email Marketing: the Path to Increased Conversions
- Dear PBC…
- Stop Googling Yourself and Start Accurately Measuring Your Online Marketing Success
- 5 Surefire Ways to Turn Away Prospects with Your Content
- How Facebook Audience Optimization Can Help You to Better Connect with Followers
- 5 Ways to Make Your Law Firm Website the Best Site It Can Be in 2016
- Dear PBC…
- Making a List, Checking it Twice! 10 Ideas to Jump Start 2016
- Google Shares Search Quality Guidelines
- Six Link-Building Mistakes That Could Damage Your SEO Strategy
- 4 Easy Ways to Improve your Local Search Rankings
- 8 Ways to Avoid Overlooking Client Contact
- Is Your Law Firm Website Turning Away Prospects?
- Google Panda 4.2 Is Here: What It Means For Your Law Firm
- Got the Summertime Blues? Plan for Blue Skies Instead!
- Facebook Authorship Feature Can Help You Build a Following
- Is Your Firm’s Credibility in Question?
- Lights! Camera! Action!
- Making Avvo Work for You
- Copyright Law & the Use of Images on Your Law Firm Blog
- Different Is Better Than Better
- New Google Mobile-Friendly Algorithm About to Launch
- 11 Ways To Identify Your Ideal Client
- Reach Beyond the Transaction – Build Relationship Capital Instead
- 5 Actionable Tips for Improving Your LinkedIn Presence
- Discover the SEO Benefits of Event Marketing
- What Attorneys Can Learn From My Dentist
- 2014 Google Updates & What They Mean To You in the New Year
- ‘Tis the Season for the Personal Touch
- Five Quick Steps to Building Your 2015 Social Media Marketing Calendar
- Lead Generation Doesn’t Happen By Magic
- Overcoming the Top 3 Legal Blogging Challenges
- Leveraging Google+ for Your Law Firm
- Remain Top of Mind & Earn More Business With These 5 Emails
- School’s Back in Session! How Kids Can Teach Us Something About Organization
- How to Effectively Market Your Law Firm on Twitter
- Run the Client Experience Marathon with Email Marketing
- Google My Business & Your Law Firm
- 5 Quick Steps to Effective Law Firm Marketing on LinkedIn
- How to Create a Compelling Estate Planning Drip Campaign
- Is Your Law Firm’s Facebook Page Secure?
- Drip, Drip, Drop: Drip Marketing Just Won’t Stop
- Online Search Now the Most Popular Way to Find an Attorney
- 5 Email Marketing Etiquette Tips
- Big Changes Coming to your Facebook Law Firm Page
- How to Forge a Strong, Immediate Rapport with Prospects Through Email
- Turning Water into Wine with Web Leads
- Don’t Let Office Move Harm Your Law Firm Search Rankings
- 4 Ways to Make Prospects Fall in Love With Your Law Firm
- Measuring Your Law Firm Online Marketing Success
- 7 Tactics for Improving Your Law Firm’s Local Search Rankings
- 10 Tips for the Very Best Attorney Bio on Your Law Firm’s Website
- 5 Biggest Myths About Content Marketing
- Scare Up More Business with Video Marketing
- Are You Guilty of One of These 5 Marketing Design Sins?
- The Definitive Guide to Securing Your Firm’s Social Media Accounts
- Let Your Personality Shine Through: Differentiate Yourself from the Competition
- Facebook Contests & Promos: Is Easier Better?
- Above the Fold Design for Effective Email Marketing
- 3 Steps to Establishing Google Authorship
- Make SlideShare Part of Your Content Marketing Strategy
- What Benjamin Franklin Can Teach Us About Email Marketing
- Change Perceptions with a Change in Pricing Structure to Boost Your Profits
- THE ACADEMY’S GREATEST HITS — Session 5, Integrated Law Firm Marketing
- You Set Up a Company Facebook Page, So Now What?
- The 5 Biggest SEO Mistakes You’re Making
- Nurturing Prospects with Email is a Long-Term Courtship
- 3 Steps to Google+ Success
- How to Take the Perfect Candid Photo for Engaging Attorney Marketing
- 6 Facebook Marketing Pitfalls to Avoid
- Tips From a Scheduling Junkie: Using Editorial Calendars to Organize Your Marketing Efforts
- The Power of Blogging
- Epsilon Survey Reports: Prospects Prefer Direct Mail: Social Media, blogs, emails and banner ads are considerably less trusted
- Four Stories That Will Help You Earn More Business
- Quick-Start Guide to SEO
- 5 Strategies for Obtaining Valuable Online Reviews
- Why Attorneys Hate Marketing – And How to Respond
- Why Stories Will Help You Sell More Services
- 5 Strategies for Optimizing your Facebook Fan Page
- Make Your Blog Sparkle and Shine in the New Year – Part 2
- Make Your Blog Sparkle and Shine in the New Year – Part 1
- 5 Essential Steps to Reaching Your Revenue Goals
- 9 Winning Strategies for Optimizing Your Social Media Accounts
- Technology Beckons Innovation, Even in Highly Traditional Industries
- Big Changes to LinkedIn Company Pages Arrive
- Blogging for Lawyers: Why Blogs Make Dollars and Sense
- Ten Tips For Subject Lines That (Politely) Scream “Read Me!”
- Target a New Audience with Online Video
- 7 Tips to Improve Presentation and Engagement in Email Marketing
- Add This: Google+ Now Available for HootSuite
- Facebook May Not Be As Social As You Think
- Six Tips for Running a Successful Social Media Promotion
- Can You Teach an Old Dog New Tricks?
- Your Law Firm Email Trail
- Have You Played with Facebook Ads?
- Keys to Managing Your Online Reputation
- Powerful Presentations
- The Value of Local Search Marketing
- Three Tips for the Social Media-Shy Attorney
- Good Or Bad — How Do You Wow?
- 3 Social Media Myths You Can’t Afford to Believe
- A Crash Course in Law Firm Marketing
- Three is the Magic Number
- Is Direct Mail “Old School”?
- Email Marketing: Pay Attention to Your Analytics
- 15+ Ways to Avoid Getting Ripped Off with Direct Mail – Part 3
- 15+ Ways to Avoid Getting Ripped Off with Direct Mail – Part 2
- Will Your Email List Get You Into Trouble?
- Marketing Game Changers
- 15+ Ways to Avoid Getting Ripped Off with Direct Mail – Part 1
- Prospecting to Affluent, Non-Seminar Attending Americans
- It’s All Going to the Dogs!
- How to Handle a Social Media Fumble in Your Law Firm
- How Do You Generate Probate Business?
- Special Training Can Help Improve Your Seminar Conversion Rate
- Step by Step Marketing – Part 2
- The One-Trick Pony Died
- LinkedIn Lawyers?
- Step by Step Marketing—Part 1
- Debunking the Myth About Summer Seminars
- Reality Check: The Importance and Techniques of Marketing to Affluent Women!
- Twitter for Lawyers
- Social Media and Legal Ethics
- Three Online Marketing Don’ts
- Two Popular Marketing Methods
- When Marketing Does NOT Work…
- The Lawyer as Salesperson
- Seminar Marketing – Best or Bust?
- Are You Stuck?
- Social Media Tips for Estate Planning Attorneys
- Put April 16, 2011 On Your Marketing Calendar
- Which Markets Are You Targeting?
- Everyone Wants to Be Part of A Group… Even Your Clients
- Marketing: Expense or Investment?
- You Can Create A New Marketplace
- The Best of Anything Costs More
- LinkedIn Features You May Be Overlooking
- Do You Dominate Your Market?
- Can You Retain The Clients You Attract?
- Do You Have A Coach?
- Gauging Client Satisfaction
- Building Your Law Firm One Referral Source At a Time
- Category: Law Firm Net Revenue
- Category: Law Firm Staffing
- Radical Candor and Psychological Safety
- Assessment Scoring and the Hiring Process
- Share the Love!
- The First Employee Referral System
- Employee Engagement During COVID-19 Reintegration
- Has Overtime Outstayed Its Welcome?
- Give Away the Credit!
- Build Your Team of A-Players
- Do You Have A Staff Infection?
- The Power of the Team
- Bring Home the Office Fun
- Creating a Respectful Workplace
- Build A Winning Team
- Hire Slow, Fire Fast
- Culture Is What You Make It
- Hire Slow, Fire Fast is Only One of the Secrets to Building A Great Team
- Driving Operational Excellence Through a Solid Performance Evaluation Process
- Play Your Way to a Great Workday
- 2018 Performance Models
- A Dangerous Trend, Thoughts on Incivility and Workplace Bullying
- Some Things Never Change…
- Benefits of Job Descriptions
- Building a Winning Team
- Tough Times Don’t Last. Tough Teams Do.
- How Do You Spell Leader?
- Do You “CBA” Those in *Your* Office?
- Talent Retention Requires as Much Attention as Talent Acquisition
- The Importance of Trust in the Workplace
- Is Your Company Ready to Address Harassment Allegations?
- Building Effective Teams
- Driving Operational Excellence Through a Solid Performance Evaluation Process
- Employee Engagement: Myths vs Facts
- Chronicles in Hiring: Where to Find Good Talent
- New I-9 Compliance Update – Be Aware, Prevent Penalties!
- Happy Holidays in July? It’s Time to Start Planning
- Onboarding, It’s More than Just Paperwork
- How Peak is YOUR Performance?
- Employee Engagement Critical to the Success of Modern Workplaces
- Missing: Star Employee. Now What?
- Real Talk: What’s the Deal with Millennials?
- Team Work Makes the Dream Work
- Seeking to Understand
- A Dangerous Trend, Thoughts on Incivility and Workplace Bullying
- Factors to Consider When Designing a Short-Term Incentive Plan
- Build Your A-Team
- To Trust or Not to Trust…
- Affordable Care Act: Awareness is Key for Employers
- 21st Century Cures Act Provides Options for Small Businesses
- Federal Judge Blocks Department of Labor Rule on Overtime Pay
- New Compliance Form I-9 – Prevent Penalties!
- Keeping a Pulse on Morale, Performance and Feedback
- Lending a Hand
- Virtual Assistants, Part 2 of 2: So You Hired a Virtual Assistant… Now What?
- Virtual Assistants, Part 1 of 2: When a VA is a Better Option
- The Art of (the Talent) War
- Jump Start an Outstanding Training Program
- Feedback Is A Two Way Street
- Reimagining Employee Benefits and Perks
- There Is No ‘I’ in TEAM
- Empower Your Team with Effective Feedback
- Vacation in Today’s Climate
- Job (Yawn) Descriptions Don’t Have to Be Boring
- 6 Productivity Tips for Working Remotely
- Are You Ready for the Department of Labor’s New Overtime Rules?
- Google’s Keys to Building Effective Teams
- Benefits of Job Descriptions
- The Bagel Shop – Selling More Than Just Bagels
- Generational Differences in the Workforce
- 9 Simple Tips for Running More Productive Remote Meetings
- The Importance of Trust
- First Impressions Matter
- Setting S.M.A.R.T. Goals
- Are You Ready, or Ready to Run? Performance Feedback and Reviews
- What’s In It for Me? Attracting, Motivating and Retaining Great Talent
- Does Outsourcing Make Sense for Your Firm?
- The 7 Steps to Successful Selection
- Affordable Care Act – Not a Large Employer? What Should You Know?
- Dear PBC…
- Employees vs. Independent Contractors, Understanding the Difference in the Face of Increasing Audits
- Time Magazine’s Cover Story—“How High is Your XQ?”
- 5 Proven Strategies to Reduce Turnover
- Getting Your Sales Team Tournament Ready
- Become a Better Guesser, with the Right Tools
- The Cost of Less…
- How Do You Identify Your Future Leaders?
- Does Your Company Need A Transfusion?
- What Payroll Service Do You Use?
- Sudden Employee Departures: Covering Your Bases
- Best Practices for Hiring – Part 3, Resumes That Make the Cut
- Best Practices for Hiring – Part 2, Negotiating Your Way to a Winning Team!
- Best Practices on Hiring – Part 1, Staffing Agencies – When Time Isn’t on Your Side
- A Few Thoughts on Hiring
- It’s All About Systems!
- Staff Training
- How Productive is Your Staff? Is it Time to Hire or Time to Fire?
- Category: Law Firm Technology
- Improve Efficiency in Your Law Firm with Zapier
- CounselPro™8 Underused Features
- Setting Up Your In-Home Studio – Part 2
- Setting Up Your In-Home Studio – Part 1
- Working in the Cloud
- Valuable or Vexing? Making the Most of Virtual Meetings
- Best Practices for Passwords
- Cybersecurity & Your Law Firm
- Outlook Tips and Tricks
- Alternative Web Browsers
- How to Protect Your Sensitive Information
- What Makes a Killer ‘About Us’ Page and Why Should You Care?
- Spring Cleaning Chronicles
- To Cloud or Not To Cloud?
- Preparing for “When”, Not “If”: Protecting Yourself From Online Hackers
- If It Could Happen to Me, It Can Happen to Anyone
- News Trick–My Picks to LIKE on Facebook!
- Utilizing Google To Its Full Potential
- 5 Tips for Googling Like a Pro
- There’s an App for That
- Share Your Tips for Evernote
- Password Protected: Tips for Keeping Your Identity (and Money) Safe
- The End of Hunt and Peck on Your Mobile Device is Here – Meet HandWrite by Google
- Ditch the Annoying Mind Loops that Mess Up a Productive Work Day
- Credit Card Safety Tips
- Off-Site Backup
- You Didn’t Make The Problem In A Day – Don’t Expect To Fix It In A Night
- A New Skill Set: Initial Consultations via Skype
- So You Think You Got A Virus?
- Why Rebooting Is A Good Idea!
- Category: Law Firm Web Tips
- Category: Leadership
- Best Advice from Our Parents
- The Real Work Begins When the Event Ends: Taking Home Actionable Change
- Start with the End in Mind: How to Get the Most Out of Your Summit Experience
- What Organized People Do (and You Can Too!)
- Finding Joy in Transitioning Holiday Traditions
- Time to Reflect on the Positives!
- Can You Delegate?
- When You Work From Home, You Are Never Home From Work
- Add “Co-Author” to Your List of Accomplishments
- Thriving During Crisis
- Are You Surviving or Thriving?
- Cutting to Your Core: How Your Values Define You
- A Story in Paying It Forward
- Lessons in Customer Experience
- Setting Your Fees
- Tricks of the Trade: Hospitality Practices to Transform Your Business
- Are You in Good Company? It Matters More Than You Think
- It’s About Time: Punctuality Matters
- Thinking Inside the Box
- Shifting from Fireworks to Candy Canes – Now is the Time to Plan Your December Parties
- Developing Self-Awareness & Consciousness to Increase Your Performance in a World Full of Distractions
- An “Apple” A Day Keeps the Focus Away
- The Language of Progress
- Decoding Leadership, Vulnerability and Creating a Winning Culture
- Want to be a Great Leader? Start Here
- Why Worry? It’s in Our Nature
- Accountability – How Do You Set Yourself Up for Success?
- Details, Details: 8 Tips for a Stellar First Impression
- Value of Routines and Habits
- Shaking Things Up – Summer Fun at the Academy
- Are You Sabotaging Your Productivity?
- 3 Pro Tips For a 30-Day Challenge that Sticks
- Your New Favorite Word
- When It’s Time to PURGE!
- Plan Your Work and Work Your Plan
- How Do You Create Your Why?
- Celebrate Your Wins
- Make Your Meetings Count – Part 2
- Make Your Meetings Count
- No “Fry’s” with That, Please!
- Are You A Shark?
- Why “Goofing Off” Is Sometimes the Best You Can Do
- Have I Told You Lately?
- Hope for Those Without a Vision
- 2017… It’s A Wrap! (Almost…)
- Staying Calm in the Midst of Fires
- Making A List, Checking It Twice…
- Six Time Management Secrets You May Not Have Considered
- The Perfect Storm
- 12 Truly Inspiring Company Vision and Mission Statement Examples
- Yeah, I Can Do That!
- The Damage “Drift” Can Do to Your Practice
- Give Me A Break!
- What is Your Future?
- The Debrief Down and Dirty
- Is It Time to Try Something New?
- Vision Test
- Stop Reading So Much!
- Is Guilt Our Guilty Pleasure?
- Effective Communication: Part 1 The Banishment of Huh, Hmmm, and Duh
- Hey, Law Firm Leader… What’s Your Number?
- Traveling on Election Day? We’ve Got You Covered!
- Time Blocking 201: The Perfect Time to do Everything
- Starting with the End in Mind
- Don’t Make Resolutions, Create New Habits
- Planning for Success: 2016 Academy Retreat Takeaways
- Chicken Feed and Client-Centric Culture – Does Your Team Know the Difference?
- New Year, New Wins!
- Leading the Way
- ‘Tis the Season
- Do You Want to Die at Your Desk?
- From the Desk of the Event Manager
- 4 Questions to Ask Yourself to Accomplish Your Goals with More Velocity
- How to Minimize Interruptions and Boost Your Productivity
- Taking Back Control: Your Calendar on Your Terms
- Become an Awesome Boss
- Are You Thinking Big?
- Rejuvenate Your Team with a Retreat
- How to Conduct Successful, Productive Meetings — Part 2
- How to Conduct Successful, Productive Meetings
- The Power of Acknowledgment in Team Building
- A Year End Message from the Academy Founders
- Are Disney Employees Really Happy?
- What Are You Thankful for This Year?
- Choosing the Right Yardstick
- No Complaints Thursday
- Adventures Outside the Comfort Zone
- Last Call
- Engagement Announcement!
- Weekend Tip for Attorneys
- Free 2-Part Attorney Webinar Series Available to Non-Academy Members!
- 4 Key Characteristics Successful Business Owners Do Well
- CEO Profiles
- The Academy Announces a New Guest Blogger!
- Hey, Law Firm Leader… What’s Your Number?
- Helpful Tools for Hiring the Right People
- Using Google Hangout in Your Law Firm
- THE ACADEMY’S GREATEST HITS— Session 8, 16 Inconvenient Truths About the Legal Industry
- Why Detaching from Your Job After Working Hours Enhances Your Job Performance
- A New Opportunity for Academy Members to Systematize and Grow Their Practice
- Employee Bonus Plans – Options for Incentivizing a Team
- Tips to Dealing with a Disaster or Emergency
- What Does Football Season Have in Common With Law Firms?
- Minor HR Changes Today May Offer Major Protection Down the Road
- Do You Feel Happy and Fulfilled With the Direction Your Law Firm Has Taken?
- Your Law Firm—A Family Business
- Robert Armstrong and Sanford M. Fisch Co-Author the E-Myth Attorney
- Business Casual and the Psychology of Office Attire: Who Cares What You Wear To Work As Long As You Perform?
- Category: Legal Education
- It’s Christmas in June!
- Basics of Estate Planning: Taxation of Trusts
- Committed to a Lifetime of Learning
- Law Firm Accounting Habits
- New Healthcare Directive in the Making?
- Gary Coleman Probate Clouded by Common Law Marriage
- Real Case—Fearless Judge
- Estate Planning Attorneys and Tax Scams
- Rollover Confusion
- 9th Circuit Rules on Anna Nicole Smith Case
- To Tweet or Not To Tweet… That is the Productivity Question
- The Best Place to Die in 2010
- Building Your Success One Employee at a Time
- Same-Sex Marriage Inches Forward
- Powers of Attorney and Their Pitfalls
- Isn’t It Just Some Form?
- Client Suicide and Attorney Ethics
- Some States Consider Overriding Estate Plans
- A Gift is Still a Gift in 2010
- Essential Systems for Marketing and Managing an Estate Planning Law Firm…Ignore at Your Peril
- Administration Seeks New Rules for FLPs and GRATs
- Category: Marketing Tools
- Category: Medicaid
- Category: Member Services
- Category: others
- Category: Owners Compensation
- Category: peak
- Category: Peak Performer Focus
- Category: Practice Building Calls
- Category: Practice Management
- Making a List and Checking It Twice
- Work Smarter, Not Harder: The Best Way to Make Your Law Practice Work More Efficiently and Profitably for YOU
- 11 Apps We’re Thankful For
- The Terrifying Truth About How to Reach Your Goals
- If All Your Friends Jumped Off A Bridge…
- 5 Pragmatic Strategies for Managing Your Online Reputation
- Revenue Per Attorney
- What Are You Working On Right Now?
- What’s Your Process?
- Why Excellent Employees Can Be Your Weak Spot
- Six Practical Ideas for Keeping in Touch With Your Clients
- The Secret to Turning a Prospect into a Client
- Your Systems Are Your Signature
- The Magic of Organizational Strategy
- Interpreting Your Financials
- Year End Message From Robert And Sandy
- A Portrait of Your Ideal Law Firm
- New Advance Care Planning Video: For Your Clients & Community
- Smart Lawyer Does Not Equal Successful Law Firm
- If You’re Always Available, You’re Wasting Your Time
- Politics Doesn’t Change the Need for Estate Planning
- A Surprising Secret to Growing Your Firm
- We Interrupt This Workday for a Brief Glimpse of Your Future
- Recipe for Disaster!
- Time Is On Your Side…
- Surprise Them by NOT Surprising Them!
- Estate Planning Boot Camp Coming Up
- Spending Time on Revenue Producing Activities
- 7 Critical Areas for Lawyers to Dominate Their Market
- Getting from Here to There Requires a Map
- Do Multi-tasking, Spell Check, and Auto-Fill Now Excuse Spelling and Grammar Errors?
- What Do You Expect?
- July 20 Conference Call Promises To Transform Estate Planning Law Practices
- Stepping Out of the Spotlight
- You Can’t (and Shouldn’t) Do It All
- Is the Legal Business Going off a Cliff?
- New Orleans 2011 Spring Summit – Nice Bike!
- HIPAA Brings Down the Hammer
- Differentiate Your Service
- The Numbers Game
- Voluntary Advance Care Planning Legislation Proposed
- The Sky is NOT Falling!
- Initial Consultations: Skype vs. Face-to-Face
- Faceless Name on a Family Tree
- Death and Taxes: Five Tips to Save Your Sanity
- Subleasing for Lawyers: Managing the Relationship
- Subleasing for Lawyers: Getting Started
- Hiring With An Attitude
- Response to Robert Armstrong’s blog, “Is Your Copier Breaching Your Duty of Confidentiality?”
- Is Your Copier Breaching Your Duty of Confidentiality?
- Advice on Enchanting Your Customers
- Of Clients and PDF Files: Part Two
- That Sinking Feeling
- A Labor of Love: Caring For Your Aging Parents
- Of Clients and PDF Files: Part One
- The Party No One Wants To Plan
- Why We’re Not In The Commodities Market
- Do Well by Doing Good – April 16
- Walking The Line
- Peak Performer Tip: Name Your Price
- Peak Performer Tip: Getting It All Done
- Understanding Your Firm’s Money: Will It Be There When You Need It?
- Hope For A New Year
- Understanding Your Firm’s Money: Profit
- Medicare End-of-Life Counseling Disappears Again
- Understanding Your Firm’s Money: Know Your Number
- Tucson Tragedy Offers a “Teachable Moment”
- Medicare Reverses New Policy on Advance Care Planning
- Understanding Your Firm’s Money
- 10 Google Tips for Lawyers
- American Academy of Estate Planning Attorneys Announces Initial Consultation Training with Guru Ganesha Khalsa
- The Basics, With Electronic Bells And Whistles
- If You Want a Friend, Get a Dog
- What Business Are You In?
- Once a Client, Always a Client? Not Necessarily
- Success Is An Inside Job
- Timing Is Everything
- Have You “Ganeshed” Someone Lately?
- Are You Functioning at Your Maximum Productive Capacity?
- Shrinking Law Firms: Avoiding the Trend
- Employers Eligible For Tax Breaks
- Ready, Fire… Aim? Success Requires Planning and Execution
- Elder Law And The Recession
- Too Hungry Causes Bad Clients
- Does the Work Get Done…Or Do You Have To Do Everything?
- A True Story
- Does Your Staff Enjoy Challenging, Rewarding Positions In Your Firm?
- Do You Have Enough Time For Family, Friends, And Personal Endeavors?
- How To Get Employers And Employees On The Same Page
- Happy Independence Day
- A Refreshing Change of Pace—Meet Charles Pyke
- Testing for Great Legal Secretaries
- Are Your Rapport Building Skills Magic or Tragic?
- Part 5, Hard Drives: Computer Tips for Your Estate Planning Law Firm
- Main Ingredient In Attorney Consultations
- Part 4, RAM: Computer Tips for Your Estate Planning Law Firm
- Verdict Is In: Guilty
- Part 3, CPU: Computer Tips for Your Estate Planning Law Firm
- Part 2, OS: Computer Tips for Your Estate Planning Law Firm
- ACADEMY SPRING SUMMIT 2010 RECAP, PART 4
- ACADEMY SPRING SUMMIT 2010 RECAP, PART 3
- ACADEMY SPRING SUMMIT 2010 RECAP, PART 2
- ACADEMY SPRING SUMMIT 2010 RECAP, PART 1
- One Thing For Sure…
- Part 1, Intro: Computer Tips for Your Estate Planning Law Firm
- Online Marketing for Lawyers
- Estate Planning Law Firm “Boot Camp”
- In Managing Your Practice, Keep a Little Perspective
- Marketing To Your Ideal Client
- Practice Management in an Estate Planning Law Firm Begins With Systems
- YOU KNOW THE WHAT, NOW HERE’S THE HOW!
- Courts Say Yes To New Marketing Rules For Law Firms
- The Connection Between Morale and Leadership in Your Estate Planning Law Firm
- The Easiest Things You Can Do Right
- An Introduction to Online Marketing for Estate Planning Attorneys
- Track Like a Dog
- Natalie Choate’s Academy Summit Session and Offer!
- Revenue Per Person in an Estate Planning Law Practice
- The One-Legged Chair
- Branding – It’s Not Just For Livestock
- 11 Essential Systems #11 – Ancillary Business System: Developing Multiple Sources of Revenue
- 11 Essential Systems #10 – Continuing Legal Education System: Staying on the Cutting Edge of Effective Legal Strategies
- 11 Essential Systems #9 – Financial Management System: Managing by the Numbers to Keep in Touch With Your Profitability
- 11 Essential Systems #8 – Staff Accountability / Team Building: Putting the Right People With the Right Skills in the Right Positions
- 11 Essential Systems #7 – Comprehensive Technology Systems: Integration of the Best Tools to Draft Documents and Manage Your Firm
- 11 Essential Systems #6 – Continuity Revenue Stream: Dependable Annual Income from Each Client
- 11 Essential Systems #5 – Lifetime Communication System: Regularly Communicating With Clients Through Multiple Touches
- Q&A: Why do the pictures I download look so fuzzy in my materials?
- Estate Planning Law Firm Blogging Rules to Live By
- Dazzle Them The Way A Slide Never Could
- 11 Essential Systems #4 – Dependable Client Services System: Drafting, Presenting and Executing State of the Art Estate Plans
- 11 Essential Systems for a Successful Estate Planning Law Practice
- Here Today—Gone Tomorrow
- 11 Essential Systems for a Successful Estate Planning Law Practice
- Is Success Really As Easy As 1-2-3? (Yep, it is)
- 11 Essential Systems for a Successful Estate Planning Law Practice
- Tweet Me Up Scotty
- The Black Swan of Estate Planning Clients
- “Marketing Perfection-Itis” Cripples Law Firms Everywhere!
- Sky’s the Limit… or is there a Lid in Your Way?
- Does Your Law Firm Marketing Reflect Your Authentic Voice?
- Running an Effective Law Practice Starts with Systems
- Diagnosis: Cancer
- A Lawyer’s Mind Is a Terrible Thing to Waste…
- Twenty-Ten or Two Thousand Ten?
- It Takes A Group Effort!
- Category: SEO/Social Media Support
- Category: Software
- Category: Strategic Planning
- Category: Uncategorized
- Unique New Funeral Products Reflect New Industry Trends
- I was a burned out litigatorit’s transformed our lives.
- I was a burned out litigatorit’s transformed our lives.
- I was a burned out litigatorit’s transformed our lives.
- New Advance Directive Study: Useful Findings but Confusing Reporting
- Persistent Vegetative State Seen as Worse than Death
- How You Can Help the Southeast Tornado Victims
- Recent End-of-Life Care Survey Suggests Opportunities for Attorneys
- When The Going Gets Tough–The Tough Go Back To The Basics!
