Prior to the novel coronavirus, in-person death discussion movements and festivals proliferated across the globe. This pandemic brings mortality issues to top-of-mind awareness. The topic of death and planning ahead for end-of-life is usually avoided. Now people want to learn about it. However, for public safety, many in-person events are restricted worldwide. Like so many other events impacted by the pandemic, the 4th annual Before I Die New Mexico Festival is going online as a virtual, safe … [Read more...] about How to Hold a Virtual Death Discussion Festival
As estate planning attorneys, you know how hard it can be to get people to discuss and plan ahead for end-of-life issues. Less than 30% of adults do any end-of-life planning, such as wills and trusts, advance medical directive and preneed funeral planning (and that’s being generous). But the Silver Tsunami of Baby Boomers is getting ready to crash on the shore of mortality, as 10,000 people turn 65 every single day. This will continue for the next 15 years. And these people want to talk about … [Read more...] about Do You Know About These Death Discussion Movements?
At our recent Academy Spring Summit, I had the pleasure to meet and listen to Jim McCauley, the Ethics Counsel for the Commonwealth of Virginia. Jim presented: Ethical Considerations in Cloud Computing. What is Cloud Computing? It is the use of a remote network of servers to store, manage, and process data. In short, Jim advised us that, if done properly, Cloud Computing is ethical for a lawyer or law firm to do. Of course, the precise steps required vary, depending upon your state’s ethics … [Read more...] about Ethics of Cloud Computing
I recently returned from Atlanta and the Carter Center. I am pleased to serve on the National Planned Giving Advisory Board of the Carter Center with many nationally-recognized leaders in the fields of Estate Planning and Philanthropy. In our recent meetings, we explored many interesting aspects regarding estate planning, especially regarding charitable giving. For example, we examined how a client’s charitable giving is influenced by the attorney’s exploration of the client’s wishes. If the … [Read more...] about Talking About Charity