@Julie-Margaret Johnson [@Ryan @Adrienne Hester @LaToya] Standing by for edit/revision requests. Thanks so much, @Julie-Margaret Johnson!
01-10-2024 | BLX | DLG | Web Content | Blog Post | The 5 Most Common Estate Planning Mistakes and How to Avoid Them [v1] https://docs.google.com/document/d/1lQPaYwzOskPJCeTicrJebDiW6CyNrKA82YyGSivKY3U/edit?usp=sharing
@LaToya @Kelly @Julie-Margaret Johnson Approved
@Julie-Margaret Johnson BDL's February blog post scheduled for February 5, 2024 at 8:00 am ET [@Adrienne Hester @Kelly]
@Julie-Margaret Johnson @LaToya @Adrienne Hester @Ryan
Top 3 Reasons to Consider Using a Living Trust to Pass Your Inheritance to Your Family https://docs.google.com/document/d/1co_Y0sC1v3RpkfLX4RycZo4HXw3zmYcL4oTy8Ua9qQo/edit?usp=sharing
@Kelly edits are in the doc in the drive. Once updated it is approved to drop here for @Julie-Margaret Johnson and @LaToya
@Julie-Margaret Johnson v2
https://docs.google.com/document/d/1co_Y0sC1v3RpkfLX4RycZo4HXw3zmYcL4oTy8Ua9qQo/edit?usp=sharing
@LaToya
@LaToya @Julie-Margaret Johnson, disregard the approval. @Kelly, please refer back to the edit notes in the drive for the CTA at the end of the doc, thank you.
I need you to repaste those for me please @Adrienne Hester. When I made the correction it erased the comment.
@Kelly Open the comments at the top right on Google Docs and you will find the edits there. There are still edits that need to be addressed before I schedule the blog post. [FYI @Adrienne Hester]
@LaToya @Julie-Margaret Johnson Here is the v2 of the last blog...I apologize if I dropped the ball on notifying...thanks to Julia for the heads-up.
https://docs.google.com/document/d/1co_Y0sC1v3RpkfLX4RycZo4HXw3zmYcL4oTy8Ua9qQo/edit?usp=drive_link
@Kelly @LaToya @Julie-Margaret Johnson I'll review it now.
@Kelly Richardson, one minor edit in the footer CTA: "Empower your legacy with Dishowitz Law, which counsels hundreds of individuals;..." @LaToya @Julie-Margaret Johnson, change it on your end. It's approved. Thank you.
@Adrienne Hester @Julie-Margaret Johnson @LaToya [@Ryan FYI] Here's v1 of the next blog post--I'll take care of any edit/revision requests first thing in the morning.
Why and How You Could Be Subjected to A Federal Estate Tax in Florida https://docs.google.com/document/d/1qtDsY3NQtzJ9ACnvIvcMPnoB3ytSUkfJEBdrl5DxZns/edit?usp=sharing
@Kelly Sounds good, thanks so much!
@Kelly, I made the edits in the document. It's approved. Thank you for getting this in; you're appreciated. FYI @Ryan @LaToya @Julie-Margaret Johnson
@Adrienne Hester BDL content calendar was emailed today around 1:00 PM
@Julie-Margaret Johnson @Adrienne Hester @LaToya [@Ryan FYI] Here's v1 of the latest blog. I'll be standing by for any edit/revision requests. Please forgive me @Julie-Margaret Johnson for the tardy submission--that's totally on me.
Protecting Your Pet's Future with an Estate Plan https://docs.google.com/document/d/1oAHuiYKdCyC5sxZj-gtc7TDgJUqyrgxMVZSUISVrCok/edit?usp=sharing
@Kelly do you mind adding a couple more paragraphs to this blog please.
Some of it seems a bit repetitive, so if you could find more stats and details on the benefits of "Protecting Your Pet's Future with an Estate Plan" that would be greatly appreciated.
@Julie-Margaret Johnson Absolutely. I see the parts of the sections you're referring to. Hold on for a new version coming shortly.
@Kelly Per our phone conversation please add a paragraph on how The state of Florida protects pets in an estate plan, and another paragraph on what rights pets have ( ie: pets in Florida are seen as property and can't inherit homes, etc.)
@Julie-Margaret Johnson @Adrienne Hester @LaToya [@Ryan FYI] Here's v2 of the blog post. [Thank you @Julie-Margaret Johnson for the feedback and direction.] Standing by for edit/revision requests.
https://docs.google.com/document/d/1No90xE7IwzMpcE-wbI_pnFs4xOdY4zBRhxFnFKAI-EM/edit?usp=sharing
@Kelly I'm reviewing it now.
@Kelly, thank you for the quick huddle. I made two simple edits to the doc. Let's turn this into 3 posts to cover (May/ June/ July). Keep it short-form storytelling (800-600 words) to bring people back to the website for more information, or they will pick up the phone and call the office to learn more, which is the goal. Drop them here, and I will review them. Thank you. FYI @Ryan
@Julie-Margaret Johnson @Adrienne Hester @LaToya [@Ryan FYI] Here are is the 3-part series on Pet Estate Planning. Standing by for edit/revision requests. Thank you very much, @Adrienne Hester for the review & guidance.
Part 1--Understanding Estate Planning for Pets https://docs.google.com/document/d/15ApWfwO2pCCgmcGxU9chTPTzUyS-v1P4B0De3OK3568/edit?usp=sharing
Part 2--Why Include Pets in Your Estate Plan https://docs.google.com/document/d/1DZA3MsLuRUOx7jZBN0U1eu0PAen2YHkkXxdy6cq589M/edit?usp=sharing
Part 3--Legal Rights of Florida Pets When Owners Pass Away https://docs.google.com/document/d/1K9LyBlNtPzz9cFJUqw7O78_DMj7ufbQ6Md3A_7zoYqE/edit?usp=sharing
@Kelly, I made slight edits. Thank you for being flexible, @Julie-Margaret Johnson. These pages have been approved for sending to the client. @LaToya, don't schedule until we get feedback.
*Thread Reply:* You make it easy for me, @Adrienne Hester...thank you for your feedback and guidance.
@Adrienne Hester just for clarification, am I reformatting these in a word doc before sending this over to Dishowitz?
@Julie-Margaret Johnson, yes to all three versions like before. For this one, tighten the formatting by reducing the size of the images, adding 2 columns for the state bullet points for an easier read, enlarging the main logo, and add the Brandlytics logo. I've attached a PDF.
@Julie-Margaret Johnson decrease the size of the images more.
@Julie-Margaret Johnson May and June are fine.
@Julie-Margaret Johnson fix the spacing on the first three numbered points.
@Adrienne Hester Can you elaborate on this, on my end all the points are aligned correctly..
@Julie-Margaret Johnson it's good.
@Adrienne Hester FYI for the yearbook ad for Dishowitz Per our phone conversation, we've established the following: β’ The deadline for the yearbook ad is May 8th, 2024. β’ The social media asset that we are re-purposing is the "Probate" ad from April. β’ We will be subbing out the probate photo with a photo of Ben with the kids in front of the school and you will be emailing that over to me. β’ We'll be centering the text on the lower half of the ad and making it bigger so it reads "Trusted & Results-Focused Estate Planning Attorneys". β’ The text on the top half of the ad will read "Congratulations on a great school year". β’ We'll also be removing the cut-out of Ben from the ad.
@Adrienne Hester Dishowitz social content has been scheduled for May, and I sent 3 Mock-ups to amy yesterday for the yearbook ad.
@Adrienne Hester , can you please call Ben and get his credit card and send to me and Brian Theissen. Brian could not locate it from Altoneseβs account, so we just needed to charge the latest invoice.
@Adrienne Hester Dishowitz June content is scheduled.
@Adrienne Hester Please see the July social strategy for Dishowitz attached below.
@Julie-Margaret Johnson send it.
@Julie-Margaret Johnson Here are the first two articles you asked for, JMJ--I thought Thursday might give us some more cushion. I'll be standing by for edit/revision requests. Thanks so much.
Comprehensive Estate Planning for Small Business Owners https://docs.google.com/document/d/1P4V856uRJ0AF4nkvLLSoxSmW3N_9IoYUnVCPhqZfumM/edit?usp=drive_link
How And Why You Should Include Digital Assets In Your Estate Plan https://docs.google.com/document/d/1v_gIrHN3-UuieXI2JOikMmbB8ruDkz3iCFyhCHP80og/edit?usp=drive_link
@Kelly Thanks so much. I'll get going on these.
@Melanie Macias has joined the channel
@Adrienne Hester has joined the channel
@Lee Zafra, please pause Dish until after the election. Do Not Go Live π΄ until I give you the green light.
@Lee Zafra, I have gone live with Dish and raised his budget to $1532 per week for 5 leads.
@Ryan @Lee Zafra Ben and Amy are out of the office until December 2 for the holiday. Has he stated he want his ads paused?
We did for every holiday last year @Ryan the dates from last year are in the media buying channel.
@Julie-Margaret Johnson has left the channel
@Jennifer Durnell has joined the channel
Hi @Kelly - I had a request come in from Amy Dishowitz requesting updates to the Personal Injury Page (https://dishowitzlaw.com/personal-injury/).
*Thread Reply:* Hey, @Melanie Macias, I revised the entire page so that the word counts were equal and everything looked sharp.
Let me know if you have any edit/revision requests. Thanks so much
Personal Injury https://docs.google.com/document/d/1gyMlyPfgaOpYdw2zgwT-mUGOpFr5JUVZCXvlRXdv_yA/edit?usp=sharing
*Thread Reply:* Hi @Kelly - Yes, this looks great and Amy approved copy changes. Please move froward with updating the page. Thank you so much!
*Thread Reply:* @Melanie Macias Word up
*Thread Reply:* @Melanie Macias (@Ryan FYI] Page update complete and ready for review.
https://dishowitzlaw.com/personal-injury/
1400 more for Dishowitz for Jan and February
*Thread Reply:* @Ryan the budget on sheet are already expended
*Thread Reply:* Ads turned off βοΈ