First quarter every year my eyes go a little bleary. Anyone who knows me knows that the last thing on the planet that I am… is an ACCOUNTING PERSON! But this time of year I have a chance to look at the Profit and Loss Statements from over 60 law firms across the country and […]

In my last two posts, we’ve been looking at James and Susan, married business owners in their late 50’s. James and Susan have a net worth of just under $20 million, and they’ve come to you with some pretty simple estate planning goals: they want to provide first for each other, and then for their […]

My wife, Robyn, and I just returned home from a wonderful vacation in Paris and London where we had an incredible time. We made sure we saw all the typical tourist stops on our trip. We went on several tours, ate all the local foods (especially crepes in Paris, and fish and chips in London), […]

Twitter… it’s only for celebrity worshippers and self-centered twenty somethings who just have to keep everyone posted on their last Starbucks order, right? Not even close. A micro blogging site that limits each of your posts (or “tweets”) to 140 characters or fewer, Twitter has evolved into an immensely powerful marketing, networking, and practice building […]

In my last post, we looked at a Case Study from the Academy’s New Orleans conference. I introduced you to your new clients, James and Susan. They’re a married couple in their late 50’s who met in college and have built a successful business, Widget Corp., amassing a current net worth of just under $20 […]

Weddings plus funerals equal family stress. Whether the event is happy or sad, planned for months or just days, you can bet someone will melt down. July 23, 1983, my first wedding took place on a hot, muggy evening in the garden of an elegant mansion. My father proudly escorted me down the steps. I […]

The world of social media tends to be relaxed and informal. This makes it a great way to build a sense of community and start a conversation with clients and potential clients. But the very informality that makes social media so powerful for building your practice can also get you in hot water, if you’re […]

I just got back from New Orleans, the Crescent City, where the American Academy of Estate Planning Attorneys held its Spring Summit conference. Everyone had a wonderful time, though the 8am sessions came a little early for those who had been out on Bourbon Street the night before! I gave several presentations, including one on […]

Rep. Earl Blumenauer (D-Oregon) recently introduced legislation to provide reimbursement to doctors for voluntary, personal consultations with their Medicare and Medicaid patients around advance care planning. Mr. Blumenauer has proposed the Personalize Your Care Act of 2011, explaining that “voluntary benefits for advance care planning are the best way to ensure that our healthcare system […]

So you’ve decided to make the leap to online marketing. If you do it right, this decision could be one of the best you’ll make. With a strong online presence, your law firm can interact powerfully with clients and potential clients, you can establish your authority and expertise among the people in your community, and […]