Happy Holidays in July? It’s Time to Start Planning


We’re enjoying our warm weather, flip flops and summer barbeques here in San Diego, but the winter holidays are already on my brain. Why? It’s time to start the planning process for our annual Holiday Luncheon and White Elephant Gift Exchange. Every year, the Academy hosts a holiday luncheon for our on-site team members. The [ ] The post Happy Holidays in July? It’s Time to Start Planning appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/happy-holidays-july-time-start-planning/

Onboarding, It’s More than Just Paperwork


“Cabin crew, prepare for take-off. In case of emergency, please secure your own mask before you assist others. Exits are found on either side of the plane, as well as in the front and back. Please note the closest exit may be behind you.” “Keep your hands and feet inside at all times and your [ ] The post Onboarding, It’s More than Just Paperwork appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/onboarding-just-paperwork/

Basics of Estate Planning: Asset Protection – Part 1


This is another in a series of blogs on the basics of estate planning. This week, we’ll take a first look at asset protection. Next week, we’ll delve deeper into asset protection. Much depends upon whose assets you are looking to protect. If the assets are those that are coming to you, the debtor, then [ ] The post Basics of Estate Planning: Asset Protection – Part 1 appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/basics-estate-planning-asset-protection-part-1/

How Peak is YOUR Performance?


Recently I was able to make time to sneak into one of the Academy’s Peak Performer sessions where I observed about 15 Academy Members playing at the top of their game. Long story, short: Mind. Blown. These attorneys are ROCK STARS! I happened to crash the Law Firm Culture segment of the discussion. When you [ ] The post How Peak is YOUR Performance? appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/how-peak-is-your-performance/

12 Truly Inspiring Company Vision and Mission Statement Examples


Following a recent conversation with an Academy Member discussing the difference between a company’s Vision and Mission, I took to Google to find some examples of some really great Vision and Mission statements, and one of my favorite online marketing blogs, Hubspot, did not disappoint! We talk a lot about identifying your mission, vision, and [ ] The post 12 Truly Inspiring Company Vision and Mission Statement Examples appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/12-truly-inspiring-company-vision-mission-statement-examples/

Obamacare and the 3.8% Surtax Here to Stay…for Now


On March 23, 2010, President Obama signed the Patient Protection and Affordable Care Act, also known as Obamacare. In addition to health care exchanges and a personal mandate to have health insurance, one of the most visible features of Obamacare is the 3.8% surtax on net investment income for wealthier taxpayers. This health care legislation [ ] The post Obamacare and the 3.8% Surtax Here to Stay for Now appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/obamacare-3-8-surtax-stay-now/

Tips for Writing a Condolence Card or Note


You don’t need to be an award-winning writer to create an appropriate sympathy card or note of condolence. It’s not hard to add a few short sentences to customize a store-bought sympathy card to help lift the spirits of the mourners. Make it easy on yourself by using journalism’s “Five Ws” to guide your way: [ ] The post Tips for Writing a Condolence Card or Note appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/tips-writing-condolence-card-note/

Why I Hate Fridays


#TGIF #EverybodysWorkingForTheWeekend #FinallyFriday #FriYAY You get the point. The thought of living our lives as a race to get to the weekend is a phenomenon I’ve never quite understood. Don’t get me wrong. I love spending time with my family and friends on the weekend just as much as you do. But let’s remove that [ ] The post Why I Hate Fridays appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/why-i-hate-fridays/

Basics of Estate Planning: Domicile and Residency


This is another in a series of blogs on the basics of estate planning. This week, we’ll look at domicile and residency. Residency is where a person ordinarily lives. Domicile is where a person has their permanent home and substantial connection. So, residency and domicile are not the same thing and someone may be a [ ] The post Basics of Estate Planning: Domicile and Residency appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/basics-estate-planning-domicile-residency/

Relieving Caregivers’ Financial Burden: A National Campaign for Advanced Illness Care


The financial burden faced by caregivers is one of the major downsides of caregiving, according to newly released findings from C-TAC (the Coalition to Transform Advanced Care) and CIGNA. This project’s rather stark finding is that: “We are creating a whole generation of caregivers who sacrifice their jobs and personal relationships, have little financial security, [ ] The post Relieving Caregivers’ Financial Burden: A National Campaign for Advanced Illness Care appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/07/relieving-caregivers-financial-burden-national-campaign-advanced-illness-care/