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Senior Living |
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Death + Taxes
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Two Certainties. One Blog.
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Why I Don?t Think Lawyers Should Advertise on Facebook
The question for lawyers is not whether Facebook advertising influences purchasing decisions; it?s whether Facebook advertising is the best use of resources when compared to other forms of advertising, such as inbound marketing. Here's why I don't think that Facebook advertising is a good use of marketing dollars.
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The Zen of Document Automation
I was asked recently to share how document automation has benefitted my practice. I thought I?d share some of that experience here. The Old Find-and-Replace, Cut-and-Paste Method I run a multi-state, internet-based law firm. I don?t position myself as a supplier of legal forms in the LegalZoom model. The real value that I add is [...]
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A New Beginning (and Theme)
I just finished building a new WordPress theme for Death and Taxes and thought I?d share a few design notes here. For those of you who follow this site via RSS, I also want to give a quick update on what?s been going on with the site over the past few months. A Short Backstory [...]
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Understanding the Annual Exclusion
There seems to be a great deal of confusion about the annual exclusion from gift taxes. Most of my clients with taxable estates have been told that they can give a certain amount (currently $13,000) per individual each year. Many view this as a hard rule. They believe that any gift over the annual exclusion [...]
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Post-Mortem Estate Planning with Disclaimers
A disclaimer is a refusal by someone to accept property that was left to them through a trust or estate. The person signing the disclaimer makes an irrevocable and unqualified decision to refuse any interest in the disclaimed property. Disclaimers are incredibly useful for straightening out tax planning and drafting problems with an estate plan. [...]
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