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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
  • 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
  • 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
  • The Daily Grind
  • Create a WOW (Not An OW) Experience
  • Are You a Salesperson or Counselor?
• 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
  • Role Reversal: Discussing Estate Planning With Aging Parents
  • Common Sense Approach to Identity Theft Prevention
  • Recognize Limitations to Prevent Caregiver Burnout
  • 11 Essential Estate Planning Systems for Entrepreneurial Attorneys – 90 Minute Webinar
  • Important Study on Elder Abuse Released
• Category: Estate Planning
  • 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
  • The Questions of Estate Planning, Part I: Who
  • How Does Your Work… Flow?
• 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
  • How Do You Grow a Practice? Let Me Count the Ways….
  • The Tax Man Cometh…
• 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
  • 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
  • Response to the Blog About Raising Your Fees
  • Your Fees Reflect Your Value
  • The Secret to Success Hidden from Your View
  • Maximize Your Marketing Budget: 4 No Cost Ways to Increase Revenue
• Category: Law Firm Staffing
  • 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
  • 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
  • Work from Home Tips
  • Why Are My E-Mails Bouncing?
  • Adding An Image To A News Posting Or Page In Contineo!
• Category: Leadership
  • 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
  • A Conversation with Rita Chaires
• 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!

Authors

• Aaron Romano
• Adri Miller-Heckman
• Alex Craigie
• Alicia Durante
• AMS Help
• Andrea Vincenty
• Becca Fieler
• Bryan Adams
• Chelsea Wilson
• Chloe Slovinsky
• Chris Mathew
• Denise Ananian
• Dennis Sandoval
• Don Phin
• Donna Higgins
• Donna Hooper
• Emily Possidento
• Erin Mathew
• Gail Rubin
• Jenn Belgarde
• Jennifer Price
• Jessica Kaplin
• Joni Johnston
• Jorge Villar
• Joseph Hampton
• Joy Berus
• Kathryn Adams
• Katie Rios
• Katrina Dietrich
• KD King
• Kelley Helgeson
• Kevin Rasp
• Kimberlee Kenyon
• Larry Parman
• Lillian Valdez
• Linda Winlock
• Lori McDonald
• Marian Mankin
• Marla Fairfield
• Medeis Nadir
• Natalie DeGeorge
• Nicole Laforteza
• Nikki Nassiri
• PBCs
• Randi Siegel
• Randy Harwick
• Randy Murray
• Rita Chaires
• Robert Armstrong
• Robert Armstrong & Sanford M. Fisch
• Sanford Fisch
• Shauna Armitage
• Shelley White-Thomas
• Stacey Huff
• Stephen Mendel
• Steve Hartnett
• Stewart Fleisher
• Susan Russel
• Tiffany Cardwell
• Timour Mobarak
• Tina Brown
• Traci Paul
• Vera Galace
• Vicki Buster
• Victoria Collier