I recently called a solo practitioner’s office to make an appointment, based on a referral given to me by a professional whom I know and respect. After the recommendation, I knew I was ready to make an appointment but what happened took me by surprise. Before I called, I was simply relieved to have a referral to […]

Estate Planning is essential for many reasons, which are set forth in prior articles. Links to these articles are set forth at the end of this article. This series will focus on how an Estate Plan could be challenged. This series will show the importance of doing Estate Planning in the right way. This article […]

Imagine having your clients rave about the experience at your law firm one month after their visit. I know it is possible because I am still telling everyone I know (and all of my friends on the internet reading this blog) about the Academy’s Fall Summit hotel. Hopefully by sharing my experience, you will be […]

Estate Planning is often misunderstood. People often think it’s only for the really rich, the really old, or both. But the truth is Estate Planning is appropriate for all of us. Any of us could have a tragedy strike, even early in life. And it’s not just our death that Estate Planning considers, it’s also […]

Google My Business (or GMB) is a business listing that includes information about your law firm, similar to other directory listings, such as Yelp or Yellow Pages. But, unlike other online business listings, GMB is also a core component of local SEO. Having a well-optimized GMB listing is now vital in order to rank well […]

Estate Planning is often misunderstood. People often think it’s only for the really rich, the really old, or both. But the truth is Estate Planning is appropriate for all of us. One of the most frequent points of misunderstanding is that we focus on “who” we want to receive our assets, rather than “how” they […]

Employees are typically at the top of the list for contributing to management discomfort. Why can’t my employee make decisions faster? Why do they talk too much? Why do they need so much feedback? Getting to know your employees takes time, but it might be one of your smartest investments. What do we mean when […]

Staying up-to-date is important, especially in Estate Planning and Elder Law. Many states have an annual Continuing Legal Education (“CLE”) requirement of 12 hours. Though some states have no CLE requirement at all. Even in those states with a CLE requirement, it does not need to be focused in the attorney’s field of practice. By […]

Are you worried that you aren’t charging appropriate fees for your estate planning services? On November 19th, we are hosting a brand-new webinar for non-Member attorneys where we will cover the easiest problems to fix with your estate planning legal fees. During the webinar you will learn: One thing you are likely doing that is […]

Estate Planning is often misunderstood. Questions often arise regarding “where.” First, where should you go to do your Estate Planning? The answer is simple, an attorney who focuses their practice in Estate Planning (or the related areas of Estate Planning, Elder Law, and Taxation). Estate Planning is far too intricate to rely on a general […]