When a senior is no longer able to adequately care for themselves, there are two main options. One is to live in an assisted care facility such as a nursing home, and the other is to hire an in-home caregiver for private care. The latter option is ideal for seniors who prefer the comfort of […]

Recently, the Florida Supreme Court issued a decision of interest to estate planning attorneys both in Florida and elsewhere. The case is Aldrich v. Basile and it is available by clicking the link. The case is instructive on how not to plan your estate. Ann Aldrich decided to save money and purchase a do-it-yourself form […]

Pre-retirees and retirees have anxiety when they meet with financial advisors and estate planning attorneys…here is how you can help them and simultaneously grow your business Millions of individuals eventually reach an age when they finally understand the critical need for advice and guidance when it comes to managing their Assets, Estate and Financial Plans. […]

Facebook is rolling out newly designed business pages. The goal of the redesign is to focus more attention on posts so that your visitors are more easily engaged. The update also provides improved insight data, including a new competitive analysis feature. Prepare your law firm’s Facebook page for the following changes: Updated Timeline Design One-Column […]

In an earlier blog, I wrote how the BBC / PBS series Downton Abbey featured interesting storylines concerning estate planning. Recently, I watched the Grand Budapest Hotel. In this film, estate planning features prominently in the storyline. The offbeat film, set in central Europe in the early 20th century, stars Saoirse Ronan, Ralph Fiennes, Bill […]

A few days ago some wisdom was shared with me that I can’t help but share with all of you here. While the advice was specific to my situation at the time, the message seems universal and applicable especially to the entrepreneurial attorney. To quote the exact blog from which this wisdom was pulled (www.infomarketingblog.com), […]

This question is an example of a unique interview question asked by hiring managers to help determine a candidate’s ability to think quickly and creatively. “Why should we hire you?” “What is your greatest strength?” “Describe the best boss you have ever had.” The traditional interview questions above may have some value but they also […]

Many people, even estate planning attorneys, forget how useful disclaimers can be. Disclaimers are a way of saying “No, I don’t want that property.” Why would someone want to do that? Perhaps they just don’t need the money or other property. Perhaps they have a taxable estate and don’t want to compound their tax problems. […]

Forging a strong, immediate rapport with prospects is challenging enough when you meet with them face-to-face, and increases exponentially when you are forced to build the relationship solely through electronic media such as email newsletters, social media and email nurturing campaigns. When using email marketing as your primary channel for establishing and growing the relationship, the […]

This is the time of year when we, in Member Services, have numbers on our minds. Odd numbers, round numbers, big numbers, and small numbers. In this case, we’re talking about financial numbers. Each year we review Members’ financials and compile them for our exclusive financial database meeting at our Spring Summit. On the review […]