This is Family Estate Planning Law Group's Typepad Profile.
Join Typepad and start following Family Estate Planning Law Group's activity
Join Now!
Already a member? Sign In
Family Estate Planning Law Group
Recent Activity
Image
This grim topic deserves your attention. If you haven’t made plans for what will happen after you die, your loved ones will have to pick up the pieces. Continue reading
Posted 13 hours ago at Family Estate Planning Law Group
Image
Joining Client Care Academy and establishing a customized, profitable, and sustainable ongoing client care program is more than just drafting a plan for new estate planning processes and client care. The impact of the concepts and approaches we teach goes much deeper. This week we share a leadership lesson from John Maxwell on the first step to success: initiation. Continue reading
Posted yesterday at Client Care Academy
Image
In this blog, Rachel tackles how many people don't realize just how much of an online presence they have. Are you on any form of social media? Ever order anything online? If so, your personal information is out there. Do you have a plan to protect it? Continue reading
Posted 2 days ago at Family Estate Planning Law Group
Image
Some people give generously all year long, supporting local nonprofits and taking care of their family members. If that’s you, perhaps it’s time to consider taking a more strategic approach to lifetime giving. Continue reading
Posted 4 days ago at Family Estate Planning Law Group
Image
It’s probably a lot easier to consider the legacy you want to leave your children and grandchildren. However, you can’t leave a legacy without having an estate plan. Continue reading
Posted 7 days ago at Family Estate Planning Law Group
Image
At CCA, we talk about the importance of your team, so this week, we asked Rachel Hicks, one of our valued team members at Family Estate Planning Law Group, to share her experience with attending the Foundations WorkshopTM and working with other firms: Continue reading
Posted Jul 11, 2019 at Client Care Academy
Image
A parent who was difficult in the best of circumstances, can create a financial nightmare, when they become incapacitated and don’t want to give up control. Continue reading
Posted Jul 10, 2019 at Family Estate Planning Law Group
Image
There is no such thing as a free lunch, except when it comes to employers who match their employee’s 401(k) contributions. This is the closest to free money you’ll ever get. Continue reading
Posted Jul 8, 2019 at Family Estate Planning Law Group
Image
Are your assets becoming increasingly complicated? Most people don’t even realize they could save time, energy, and even money if they take a few simple steps to consolidate. Continue reading
Posted Jul 5, 2019 at Family Estate Planning Law Group
Image
How the “Achieving a Better Life Experience” Act, known as ABLE, provides a mechanism to create a tax-advantaged savings tool for individuals with disabilities and their families. Continue reading
Posted Jul 3, 2019 at Family Estate Planning Law Group
Image
Relationships are the foundation of ongoing client care programs and investing in one opens the door for you to keep up with the shift in consumer preferences and bring in clients who value your services, are willing to pay for the added value you provide, and will refer more clients. Continue reading
Posted Jul 2, 2019 at Client Care Academy
Image
The costs associated with retirement and education are only increasing! How can you find a balance? Continue reading
Posted Jul 1, 2019 at Family Estate Planning Law Group
Image
It is a basic principle of business and marketing to first know your competition in order to know how to market yourself. An example of this can be found when you are building out your website. When considering SEO, otherwise known as Search Engine Optimization, it is typically a healthy... Continue reading
Posted Jun 28, 2019 at Client Care Academy
Image
Balancing careers, children, college funds and aging parents present the same-old scenario, but this time to a new generation with a different value system. Continue reading
Posted Jun 28, 2019 at Family Estate Planning Law Group
Image
Boomers are more willing to plan their own funerals than to prepare for an extended stay in a nursing home. Both are inevitable events for most of us. Continue reading
Posted Jun 26, 2019 at Family Estate Planning Law Group
Image
A hearing of the Senate Special Committee on aging is looking at bipartisan legislation that would make changes to the Older Americans Act to give individuals younger than 60 with a diagnosis of early-onset Alzheimer’s a chance to access support programs. Continue reading
Posted Jun 24, 2019 at Family Estate Planning Law Group
Image
Asset alignment is a major part of our process, but why is it important? Continue reading
Posted Jun 21, 2019 at Family Estate Planning Law Group
Image
Why did you become an attorney? Why were you drawn to the legal profession? You have probably been asked questions like these or similar ones when you had to create a bio for your website or for other sites. You probably reflect and give a meaningful answer that ultimately ties... Continue reading
Posted Jun 20, 2019 at Client Care Academy
Image
There are two tough parts of power of attorney: figuring out who should be asked to serve and deciding if you want to serve. Continue reading
Posted Jun 19, 2019 at Family Estate Planning Law Group
Image
Experience “the Life-Changing Magic” of consolidation! Continue reading
Posted Jun 17, 2019 at Family Estate Planning Law Group
Image
Rachel explains why you can’t execute your estate plan and how our process ensures your heirs carry it out successfully. Continue reading
Posted Jun 14, 2019 at Family Estate Planning Law Group
Image
You may have noticed that unicorns started gaining traction in pop culture a couple years ago and have sustained their popularity. The term unicorn first popped up in finance slang in 2013 after Aileen Lee, a venture capitalist, used it to describe a privately held startup companies valued over $1... Continue reading
Posted Jun 13, 2019 at Client Care Academy
Image
As parents age, there are certain legal and financial matters that their adult children must attend to. They include a Power of Attorney and an Advance Health Care Directive. Continue reading
Posted Jun 12, 2019 at Family Estate Planning Law Group
Image
Inheriting bank accounts and IRAs may seem complicated, but they pale in comparison with inheritances that includes tangible goods, like coins, stamps, automobiles and other collectibles. Continue reading
Posted Jun 10, 2019 at Family Estate Planning Law Group
Image
Losing someone you love is not something you ever want to dwell on, especially if they are your partner. Continue reading
Posted Jun 7, 2019 at Family Estate Planning Law Group