FP Alpha Launches AI-Driven Estate Planning Tool

Fintech company FP Alpha this week unveiled a new tool that it says allows financial…

https://www.aaepa.com/2022/05/ultimate-social-media-cheat-sheet-character-limits-best-days-times-to-post/

Creating a social media marketing calendar for your law firm can certainly be challenging! There’s so…

Avoid These Estate Planning Missteps

We have worked with families that are trying to deal with estate planning mistakes that were…

Remarriage Can Create Estate Planning Concerns

There are many different legal devices that can be used to satisfy a wide range of…

Application of the Transfer for Value Rule to the Sale of Life Insurance

Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand…

IRS Has Lowered Retirement Account RMD Requirement

Your 401(k) or individual retirement account is supposed to provide income that you can draw from…

If You Own Out of State Property, You Need a Living Trust

You should discuss your situation with an estate planning lawyer because you may not be aware…

5 Red Flags Of An Unfair Prenuptial Agreement

It is a common occurrence: a soon-to-be ex-spouse trying to dig himself out from a…

Do You Thank Those Behind the Scene?

We just wrapped up one of our Academy Boot Camps for Members and Non-Members… and I…

Prepare for the Eventualities of Aging

Estate planning is not strictly confined to inheritance distribution decisions. A comprehensive estate plan will address…