You’re back from the Spring Summit in Savannah—your brain full, your notebook brimming, and your head buzzing with ideas from legal updates, marketing breakthroughs, tech enhancements, and transformative conversations. So… now what? If you’re feeling fired up and a little frazzled, you’re not alone. The Summit is designed to inspire and inform—but it’s what you […]

The American Academy of Estate Planning Attorneys (the “Academy”) held its annual Spring Summit in the Hostess City of the South, Savannah, Georgia. I love Savannah and was excited to attend the Summit there. In fact, this Summit may have been my favorite to date. I walked outside to find a gathering of Members and […]

Leadership isn’t just about vision — it’s about execution. Accountability systems are powerful tools that help leaders stay on track, keep teams aligned, and ensure that the firm’s goals translate into meaningful action. When built thoughtfully, accountability systems create clarity, encourage ownership, and foster a culture of excellence. Why Accountability Systems Are Essential Without a […]

If you’re running a law firm today — especially one working with retirees — there’s a cold, hard truth you need to know: If you’re not experimenting with your marketing, you’re already falling behind. What worked last year may not work today. And what’s working for your competitor? You might only be seeing part of […]

In estate planning and elder law, client relationships are built on trust, transparency, and clear communication. Clients are often dealing with sensitive personal matters, so the way your firm delivers its services matters as much as the legal advice you provide. Today’s clients expect more than just a well-drafted plan—they want a smooth, personalized experience. […]

Just this week, a headline about the battle over Tony Bennett’s estate caught my attention.  I started reading and discovered that Tony’s daughters have initiated a second lawsuit against their brother and the idea for this article was born.  Fights over celebrity estates usually involve one lawsuit, two separate lawsuits may signal evolving issues or […]

You’re the boss. You know the law, you’re great with clients, and your firm is thriving—except when it comes to keeping staff. Employees come and go, and you’re left wondering, Why is it so hard to find good help these days? Believe it or not, the problem isn’t them—it’s you. Leadership isn’t one-size-fits-all. The key […]

If your law firm wants to connect with more potential clients, video is one of the most powerful tools you can use. Educational videos help simplify complex legal topics, build trust with your audience, and show the human side of your firm, something that’s especially important in estate planning and elder law. Why Video Is […]

Eugene (“Gene”) Allen Hackman amassed an $80 million fortune over the course of his prolific acting career that spanned several decades. Yet, despite his fame, fortune, and an Estate Plan, his estate may end up in litigation because of incomplete planning. In a story with twists and turns as bizarre as some of the movies […]

Crafting content that fits each platform’s specific guidelines isn’t just about checking boxes, it’s about maximizing visibility, engagement, and results. Each social media platform has unique parameters for character counts, image sizes, post timing, and formatting. Ignoring these can lead to posts being cut off, hidden in feeds, or simply overlooked. By aligning your posts […]