Often, clients want to continue to control their beneficiaries after death, just as they’ve done during lifetime. They want to etch in stone the exact circumstances under which distributions should be made to the beneficiaries. Sometimes they think the beneficiary will have to go to the tombstone like a confessional or ATM. The problem is […]

For over 10 years now, many estate planning attorneys nationwide that have used highly targeted direct mail to promote their seminars have realized it is a very effective and profitable way to approach and actually get in front (face to face) with that very sought-after, but guarded, 55+ year old audience. Millions of individuals in […]

“We make a living by what we get. We make a life by what we give.”Winston Churchill sure knew how to coin a phrase, eh? And while this particular one is catchy and provocative, it’s also been proven by many years of research. When a person’s purpose shifts from what they get to what they […]

Charlotte Fox was an adventurous woman. She was a serious mountain climber and reached the summit of some of the world’s tallest mountains. She became the first American woman to climb three peaks above 8,000 meters, including the world’s tallest peak. She was a member of a climbing party on Mount Everest in 1996 which […]

You’ve heard the old adage, “you reap what you sow.” The same is true in your law firm.Many times, we’ll hear about a law firm with too many open spots on the calendar. “Revenue is down… I don’t understand it, things were so great for a while.” If you want to explain the revenue, or […]

Having high-quality links from websites and using internal links effectively are key elements of a successful search engine optimization strategy. When high-authority websites link to your site, it signals to search engines that your content is valuable, so they’ll rank it more highly and consumers will be able to find it more easily. In the […]

Most of us recognize that estate planning is the loving and responsible thing to do. Yet, only 44% of adult Americans even have so much as a simple Will, according to a Gallup poll. Our world is increasingly complex. It seems our lives are busier than ever. Interestingly, this may not be what leads us […]

As business owners, entrepreneurs or fully invested team Members, sometimes we’re so hyper-focused on our big goals that we DON’T stop to recognize what we’ve accomplished. How do you think about your goals? Do you think of them as overall successes or failures? Or do you think about the small wins along the way? We’re […]

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 […]

This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. The first article in the series showed how an estate plan prepares one for incapacity during life and not just for the distribution of assets at death. The second article in the series […]