Are Your Marketing Pieces Printing with Blurry Images?


Ever wondered why the images you so painstakingly downloaded from the web for your newsletter end up printing so fuzzy when they were so sharp onscreen? It’s a matter of resolution. Not one of those resolutions you vow to follow each new year, but image resolution. Think of every picture as a tightly packed bunch [ ] The post Are Your Marketing Pieces Printing with Blurry Images? appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/marketing-pieces-printing-blurry-images/

Missed Your Deadline to Elect Portability? Treasury to the Rescue!


Portability of a deceased spouse’s unused exclusion amount has been part of the Internal Revenue Code since 2010. It could not be relied upon (due to the sunset provision in the law) until the American Taxpayer Relief Act made it “permanent” (or what counts as permanent in today’s world) in 2012. In order to obtain [ ] The post Missed Your Deadline to Elect Portability? Treasury to the Rescue! appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/missed-deadline-elect-portability-treasury-rescue/

Video: An Upbeat Way to Connect with Baby Boomers


In estate planning, as with funeral planning, often the biggest challenge is getting clients to address an unspoken fear of mortality. The use of humor, well before anyone dies, can help break down this resistance. Recently, Phanuef Funeral Homes and Crematorium in Manchester, New Hampshire hosted two presentations of “Kicking the Bucket List: Downsizing and [ ] The post Video: An Upbeat Way to Connect with Baby Boomers appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/video-upbeat-way-connect-baby-boomers/

Missing: Star Employee. Now What?


Do you have a back-up plan in case one of your team members is out for an unknown length of time? As many of you know, we like to pride ourselves on our use of systems. We have detailed job descriptions and our programs have thorough management descriptions and tasks. Heck, even our special projects [ ] The post Missing: Star Employee. Now What? appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/missing-star-employee-now/

Basics of Estate Planning: Taxpayer Identification Numbers


This is another in a series of blogs on the basics of estate planning. This week, we’ll look at taxpayer identification numbers. Frequently, there’s confusion regarding Taxpayer Identification Numbers. A Taxpayer Identification Number (“TIN”), is the number which is used to identify a taxpayer. For most individuals, it’s simply their social security number (“SSN”). For [ ] The post Basics of Estate Planning: Taxpayer Identification Numbers appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/basics-estate-planning-taxpayer-identification-numbers/

Back to the Basics


It’s easier to start with the basics in the beginning than it is to remember what those basics were and get back to them years later. Part of the reason that tracking is so important all along the way, when it comes to recording or documenting a process or saving the results with a particular [ ] The post Back to the Basics appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/back-to-the-basics/

We Know Why Your Marketing Doesn’t Work


Yes, I have the answer. The definitive, 5-part answer to the one question we may be asked at the Academy more than any other: “Why isn’t my marketing working?” And you know what I love about the answer to that question? I have a solution to go along with it! Marketing can be a tricky, [ ] The post We Know Why Your Marketing Doesn’t Work appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/know-marketing-doesnt-work/

Basics of Estate Planning: Credit Shelter Trusts


This is another in a series of blogs on the basics of estate planning. This week, we’ll look at credit shelter trusts. The gold standard for estate planning has been the credit shelter trust, often called a Family Trust. With each spouse being able to pass $5 million adjusted for inflation ($5.49 million in 2017) [ ] The post Basics of Estate Planning: Credit Shelter Trusts appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/06/basics-estate-planning-credit-shelter-trusts/