Making A List, Checking It Twice…


While September brings cooler autumn air, back-to-school excitement and smell of pumpkin-spice lattes for most people, here at the Academy it signals the beginning of Summit-Mode. All hands are on deck to put the finishing touches on a Fall Summit that will leave our Member Attorneys, their teams, and our special guests energized and ready [ ] The post Making A List, Checking It Twice… appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/making-list-checking-twice/

Advertisements

Law in the U.S. Can Be Participatory


In some countries, like a dictatorship or a true monarchy (not a constitutional monarchy such as the United Kingdom), people do not really participate in making the law. The law is handed down by fiat. In the United States, our laws are enacted by our elected representatives. Sometimes, those laws may be viewed as violating [ ] The post Law in the U.S. Can Be Participatory appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/law-u-s-can-participatory/

Knowing Jewish Funeral Traditions Can Help Your Practice


It’s September, the time for the Jewish High Holidays of Rosh Hashana, the Jewish New Year, and Yom Kippur, the Day of Atonement. These holidays call up mortality issues as congregants ponder the meaning of life and the fleeting nature of our time on earth as the days grow shorter. On Yom Kippur, Jews participate [ ] The post Knowing Jewish Funeral Traditions Can Help Your Practice appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/knowing-jewish-funeral-traditions-can-help-practice/

‘Tis the Season to Start Planning for 2018


This time of year is the recommended lead time to start working on 2018 goals and the marketing plan to fulfill on them. You can read the blog here on the steps to create the goals and plan. However, what I’d like to focus on today is what it takes to make those goals and [ ] The post ‘Tis the Season to Start Planning for 2018 appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/tis-season-start-planning-2018/

Basics of Estate Planning: Lack of Coordination


This is another in a series of blogs on the basics of estate planning. Perhaps the most common mistake in estate planning is a lack of coordination. This is not where the client, attorney, or advisor cannot walk and chew gum at the same time. This is a failure to consider all the different aspects [ ] The post Basics of Estate Planning: Lack of Coordination appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/basics-estate-planning-lack-coordination/

Attorney Consultations


We spend a lot of time with members looking at the results of the marketing that has filled up a law firm calendar. What we find is no surprise—during the hustle and bustle of getting a marketing effort pulled together and having a successful offer that attracts a potential client—often the energy and focus is [ ] The post Attorney Consultations appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/attorney-consultations/

Chronicles in Hiring: Where to Find Good Talent


So you finally cut the cord with an employee who just wasn’t working out. If you’re honest with yourself, it was probably a long time coming and definitely in the best interest of the firm. But now, suddenly realizing that having someone there is better than having no one, you may be inclined to place [ ] The post Chronicles in Hiring: Where to Find Good Talent appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/chronicles-hiring-find-good-talent/

Basics of Estate Planning: Two Common Mistakes with Trusts


This is another in a series of blogs on the basics of estate planning. Trusts are incredibly useful tools. But, like other useful tools, they do not fit every circumstance. They must be used appropriately. For example, a hammer is an exceptional tool to use when looking to drive a nail into a wall. But, [ ] The post Basics of Estate Planning: Two Common Mistakes with Trusts appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/basics-estate-planning-two-common-mistakes-trusts/

Make Your Seminars More Memorable and Effective


If you are concerned that many have caught on to the power of seminars as a “new client acquisition” strategy, you are not alone. There are thousands of events being held around the country and if you live in an area of wealth and well-to-do individuals, rest assured that they are continually getting invited to [ ] The post Make Your Seminars More Memorable and Effective appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/make-seminars-memorable-effective/

Selecting the Right Domain for Your Law Firm


When you re setting up your website for your law firm, you have a big decision to make: the domain name, AKA the address that web users will type in to find you. While you may be tempted to just use your firm s name as the domain name, that may not be the very best approach [ ] The post Selecting the Right Domain for Your Law Firm appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2017/09/selecting-right-domain-law-firm/