Gift Giving A Little Early This Year


To say “thank you” to our blog community for being such valuable members of the American Academy community, we’ve decided to release THREE of our most popular training resources as a FREE year-end gift! Don’t miss the opportunity to listen to one of our most powerful education sessions presented by SAM DONALDSON, LL.M, from George [ ] The post Gift Giving A Little Early This Year appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/10/gift-giving-little-early-year-2/

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Don’t Ditch the Niche: Kicking Up Your Networking Game


Truth: Marketing to the public, even when you’ve worked with a Direct Mail company to narrow down your target audience, can be pricey. And what’s more, it can also be unpredictable. Don’t get me wrong, public seminar marketing works great for some and I’m not implying that you should rule it out entirely. But the [ ] The post Don’t Ditch the Niche: Kicking Up Your Networking Game appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/10/dont-ditch-niche-kicking-networking-game/

How Tax Reform Could Impact Various Families


President Trump and Republican lawmakers recently unveiled a Blueprint for tax reform. Here’s a link to a story about this in U.S. News. Here’s a link to a deeper look at the proposal in the Atlantic. As I discussed in last week’s blog, there are many uncertainties in the plan and in the prospects for [ ] The post How Tax Reform Could Impact Various Families appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/10/tax-reform-impact-various-families/

How Are Your Rapport Building Skills?


Regardless of your estate planning talent and skill… without rapport, people in general don’t feel like they “know” you. Trust is nearly impossible without rapport. Even if building rapport is not your strength, there are a few specific efforts you can fine tune and practice on everyone from the dry-cleaning lady to the guy next [ ] The post How Are Your Rapport Building Skills? appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/10/rapport-building-skills/

10 Tips for Improving User Experience on Your Law Firm Website


While web design trends continuously change over time, the underlying needs of your website visitors remain the same. Users still need to find information, be able to read it, know what to click on and where those links will lead. By providing a good user experience on your website, not only will your visitors be [ ] The post 10 Tips for Improving User Experience on Your Law Firm Website appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/10/10-tips-improving-user-experience-law-firm-website/

Tax Reform and the Estate Tax


President Trump and Republican lawmakers recently unveiled a blueprint for tax reform. Here’s a link to a story about this in U.S. News. The blueprint calls for many things, including a reduction in and compression of income tax rates, a doubling of the standard deduction for income taxes, an elimination of most tax deductions other [ ] The post Tax Reform and the Estate Tax appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/10/tax-reform-estate-tax/

Add Impact to Your Message Using the Power of “Personalized” Direct Mail


If you attend any big direct marketing conference, the largest being DMA (Direct Marketing Association) held annually in Chicago, you will see hundreds of exhibit booths and towering structures featuring the latest innovations in printing technology using digital imaging and personalization. Yes, printing nowadays has taken enormous leaps into very advanced variable messaging. They were [ ] The post Add Impact to Your Message Using the Power of “Personalized” Direct Mail appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/10/add-impact-message-using-power-personalized-direct-mail/

Employee Engagement: Myths vs Facts


Employee engagement is a term that gets tossed around often in conversations on the modern American workplace and what drives it forward. But the expression can also seem quite nebulous and broad. Let’s define it here. According to Forbes, employee engagement is the emotional commitment the employee has to the organization and its goals. This [ ] The post Employee Engagement: Myths vs Facts appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/employee-engagement-myths-vs-facts/

Basics of Estate Planning: Getting the Most out of Charitable Gifts


This is another in a series of blogs on the basics of estate planning. Often, an individual wants to make a gift to charity. They don’t want something complicated, but they want to get the most bang for their buck. Estate planning attorneys and other financial professionals know the client could just contribute cash to [ ] The post Basics of Estate Planning: Getting the Most out of Charitable Gifts appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/basics-estate-planning-getting-charitable-gifts/

Disaster Recovery: How to Help Your Clients


The images from Hurricane Irma are still fresh on our screens, and we are reaching out with money, supplies, or time to support those in need. Soon, though, it will be time to step back and think about how we handle these natural disasters more broadly. What to do if one were to strike your [ ] The post Disaster Recovery: How to Help Your Clients appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/disaster-recovery-help-clients/