Many items within a household can affect the overall value of the estate. These items include art, jewelry, collectibles, antiques, musical instruments, and the house itself. Appraisals provide a snapshot in time of each item’s value. This helps estate planning attorneys to accurately structure equitable distribution of assets as dictated by the client. Appraising Art […]

Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Will or Trust. An increasing part of American wealth is governed by beneficiary designations. According to Statista, Americans had over $32 […]

CounselPro™ 8 is built on the Software as a Service (SaaS) platform Actionstep. Along with the workflows, letters, documents, and list views provided in CounselPro™8 by the Academy, Actionstep itself offers many features that are often overlooked. In this article we’ll discuss using the Client Portal, Matter Templates, and HotDocs Overlays. Client Portal You can […]

Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Will or Trust. An increasing part of American wealth is governed by beneficiary designations. According to Statista, Americans had over $32 […]

My team and I wanted to get into the spirit of Valentine’s Day at the office but we needed to get creative for our first year without an “on-site” crew. In years past we’ve ordered heart shaped pizzas, had chocolate goodies on people’s desks (or sent to their homes for our remote teammates), and we’ve […]

Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Will or Trust. An increasing part of American wealth is governed by beneficiary designations. According to Statista, Americans had over $32 […]

Facebook’s advertising platform is based on an auction model, with pricing and delivery changing over time, based on an algorithm that determines who sees your ad, where and when they see it, and how much your ad costs. The algorithm analyzes a variety of factors, including your target audience, your budget, and perhaps most importantly, […]

Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Will or Trust. All too often a client forgets to mention and the attorney forgets to ask about assets that pass […]

Estate planning is a document-intensive business, and you might use Microsoft® Word® to produce those documents. Have you ever been frustrated while formatting them? You can no doubt use all the tips you can get. Plus, there are probably a lot more things you can do with Word than you realized. The book, Style is […]

Sometimes people use Joint Tenancy as a simple way to do Estate Planning. This can have drawbacks, sometimes serious and unexpected. First, why is Joint Tenancy a simple way to do Estate Planning? At the death of a joint tenant, the property automatically transfers by operation of law to the remaining joint tenant(s). This can […]