Insurance, in one form or another, is a vital part of a plan in nearly every situation. Insurance shifts the risk of an event to others. Homeowner’s insurance. This shifts to others the risk of fire, theft, and other things which may happen to your home. It typically covers the contents, as well, up to […]

TV medical dramas are entertaining, but they may be tripping up your clients in an important way. How? The depictions of life-saving techniques and their outcomes are unrealistic, inaccurate, and misleading. And when viewed enough times in our popular culture, these shows actually influence our perceptions. Inaccuracy of TV Medical DramasOK, I admit to getting […]

We’re wrapping up at the office in anticipation of being onsite at the Academy’s Fall Summit next week. Here at the Academy, our bi-annual Summits are an institution of Membership benefits. Twice a year our Members are given the opportunity to surround themselves with like-minded entrepreneurial attorneys and take time to focus on their businesses. […]

This is the seventh in a series of blogs on How to Practice in Estate Planning. I’ll sprinkle this series in among my typical timely blogs. This series is designed for attorneys who are currently practicing in another field and wish to transition to Estate Planning and Elder Law. However, many of the suggestions in […]

Client advisory meetings can lead the way to insightful conversations about clients’ experience with your firm and create stronger relationships overall. Law firms we work with are seeing the value in enhancing client relationships and many have incorporated more client touches on their activities calendar. They are finding it takes relatively little effort to take […]

  Each month, there are approximately 7 billion unique local searches done on Google in the U.S. Many of those represent prospects in your local community looking for the very services you offer. You can improve your visibility in the local search rankings by taking a few easy steps.   Optimize your website Last month […]

Sometimes it’s easy for an estate planning attorney to forget that signing a will can be a complicated process. We supervise people signing their will frequently. But, all too often, wills are not executed with the proper formalities. A recent story of a case in Minneapolis reminds us of that. In Minnesota, as in many […]

If you’ve spent energy and money marketing and generating a client base, it should be considered a crime in your law firm not to continue to connect with them after they retain you. However, we see time and again that many attorneys don’t make an effort to contact their clients at all in some cases […]

Hiring and talent acquisition has once again been a hot topic in 2015, though it’s always front-of-my-mind for our clients. It can be a time-consuming and tricky process when it isn’t approached in a thoughtful manner though, and we assist and advise our clients on how to hire efficiently and effectively. The following are the […]

Estate planning attorneys know that clients often try to plan their own estates and end up making a complete mess of things. Sometimes, even when the client sees an attorney to prepare a simple will, their goals are not accomplished because they have not told the attorney about all their property (or the attorney did […]