If you’ve spent energy and money marketing and generating a client base, it should be considered a crime in your law firm not to continue to connect with them after you’ve been retained. However, we see time and again that many attorneys don’t make an effort to contact their clients at all in some cases […]

Retirement assets, including 401(k)s, IRAs, etc., comprise a large portion of the average American’s wealth. Planning for these assets is critical, not just due to their value, but also due to their special nature. Retirement plan assets may be tax-deferred (like a traditional IRA or 401(k)) or tax-free (like a Roth IRA or Roth 401(k)). […]

Join us on January 23rd at 12pm PT / 3pm ET on a free webinar featuring attorneys from around the country! We’re inviting non-Member motivated entrepreneurial attorneys who are interested in taking their estate planning firm to the next level with our upcoming Boot Camp and Summit in Las Vegas, NV April 25-29. This webinar […]

One client generation tool that every law firm must have is referrals. However, most law firms and attorneys focus their energies on generating referrals from other professionals and fail to create a system that consistently generates referrals from their own clients – those individuals and families who have already personally experienced the difference your service […]

As you likely know, in the final days of 2017, Congress passed, and the President signed, a new tax law. It substantially changes the federal income taxation of individuals and couples. As I blogged last year (i.e., last month), the biggest changes are the near-doubling of the standard deduction amount and the cap on the […]

Dozens of books about death, end-of-life, estate planning, and related topics were published in 2017. Estate planning attorneys may find these selected titles (listed in alphabetical order) to be helpful additions to your library. They can provide helpful guidance for your clients’ families as well as your own.(Click on the titles to access each book […]

Let’s play a game.Quick! What’s your vision? For your life, your family, your business – what is it? There’s a lot of focus these days swirling around us encouraging us to discover our vision. Who we want to be, what we want to stand for, what we want to make and leave for the world, […]

Blended families require special planning. Sometimes, the children from the prior marriage bond with the new spouse and the family moves forward in a happy, newly modified form. However, frequently, the new marriage brings conflict between the new spouse and the children of the prior marriage. Such is the case with the Sagers. In 1980, […]

Expectations for aging have changed. As Americans live longer, clients see the prospect of decades beyond their 65th year. And as the baby boomers enter their “senior” years, they are redefining aging, as they have redefined every previous stage of life they have traveled through. So what does it look like to age successfully? Here […]

As 2018 arrives, the New Year is a great time to revamp your marketing and explore new opportunities to connect with audiences. When you create a marketing plan for the upcoming year, it’s important to pay attention to the trends that will matter for 2018. Some of the key Internet marketing trends that you should […]