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 […]

Just like the cobbler’s children go without shoes, too many estate planning attorneys don’t follow their own advice to clients. I’ve heard way too many stories of attorneys who drop dead without having a valid will in place, or their paperwork is way out of date. Are you in that group? In 2017, my husband […]

Here’s a quick factoid: In 2013 (yes, I know that seems like eons ago, but the information is still valid), the ABA Standing Committee on Lawyer’s Professional Liability conducted a study on malpractice claims to see where they originated. They reported that 16% of all malpractice claims were caused by poor client communications. Even apart […]

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 […]

Last week I talked about the different types of meetings as well as how to prepare for a successful, efficient meeting with the right people, the right agenda, and the desired outcomes.Today we’ll review some bonuses to holding successful meetings, a quick list of rules of engagement for meetings, and some common meeting mistakes we […]

We really can’t stress enough how important it is to take care of your clients after you’ve completed your initial “transaction” with them.Our Co-Founder and President, Robert Armstrong noted recently how incredible is it that a member of your community – someone who doesn’t know you: Said “Yes” to your marketing piece Said “Yes” to […]

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 […]

Meetings. Love them or hate them, they are an integral part of any business. Whether you need to make sure your team is all on the same page of a project; plan for future projects; or communicate updates and changes within the company, gathering everyone in the same space for a designated length of time […]

Online reviews can have a significant impact on which law firm a prospect decides to ultimately do business with. This is especially critical for smaller, local law firms, which may not have the brand recognition that larger firms have. But, merely having online reviews isn’t sufficient, it’s obviously important that those reviews paint a very […]

The Academy’s 25th Anniversary Spring Summit recently concluded. The event was amazing!There were numerous great sessions on marketing, practice management, and technology for the law office. The keynote speaker, James Farrell, from the Arbinger Institute, spoke about how changing your mindset to a more outward mindset leads to success and happiness. An outward mindset takes […]