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Family Estate Planning Law Group
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No matter how much you may be mentally prepared for death, when the time comes, even the most logical people are overwhelmed by grief. Knowing duties ahead of time can help with executing them. Continue reading
Posted yesterday at Family Estate Planning Law Group
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One of the reasons that people do estate planning, is to make sure that their assets go to the people they want. However, when things change, and estate plans aren’t updated, it doesn’t always work out. Continue reading
Posted 4 days ago at Family Estate Planning Law Group
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The cost of raising a child with special needs is easily twice that of an average child, and college costs are higher as well. Continue reading
Posted 6 days ago at Family Estate Planning Law Group
This week we are gathering with a large group of estate planning attorneys and team members in Orlando Florida for the Foundations Workshop, presented with WealthCounsel and ElderCounsel. We’re excited about bringing our message and our program to this group. Continue reading
Posted 6 days ago at Client Care Academy
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When the family vacation home is passed from one generation to the next, there are certain tax issues to be aware of, particularly the step-up in basis. However, there may also be state taxes. Continue reading
Posted Sep 17, 2018 at Family Estate Planning Law Group
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529 plans are a great way to help parents with taxes and college costs. Grandparents, aunts and uncles and anyone who wants to pitch in, can also benefit. Continue reading
Posted Sep 14, 2018 at Family Estate Planning Law Group
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As estate planning attorneys, we often advise clients on business succession. We always tell them to start planning early, and then we discuss the many different options for the future of a successful business. What about our own practices? Continue reading
Posted Sep 13, 2018 at Client Care Academy
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Selecting the individuals who will make important decisions on your behalf when you are incapacitated or have passed away is not to be done lightly. Continue reading
Posted Sep 12, 2018 at Family Estate Planning Law Group
What draws estate planning attorneys to client care programs? Sometimes, it’s cash flow. One of the biggest concerns of any law firm is having consistent cash flow, not on a weekly or monthly basis, but on an annual basis. The attorney who has a great year will still wake up on January 1 of the next year and start with essentially no revenue, hoping that this year will be as good as the last one. Continue reading
Posted Sep 11, 2018 at Client Care Academy
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It is easy to overlook the short-term aspect of planning what happens to your children if you pass while they are minors. Continue reading
Posted Sep 10, 2018 at Family Estate Planning Law Group
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Singles need to be more proactive about planning for long-term care and estate planning to protect themselves against some of the inevitable issues of aging. Continue reading
Posted Sep 7, 2018 at Family Estate Planning Law Group
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It’s a vicious cycle for estate planning law firms. You start off the year networking like crazy, spending a lot of time outside of the office, and then get slammed with a lot of work….but while you and your team are busy catching up, the number of appointments in your calendar begins to slow down…so you start going out to networking events and investing first quarter income into marketing…and then things start to build up again… Continue reading
Posted Sep 7, 2018 at Client Care Academy
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If you’re feeling pressure on two generational sides—caring for aging parents and taking care of children—you’re a member of the Sandwich Generation. Continue reading
Posted Sep 5, 2018 at Family Estate Planning Law Group
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Back-to-school means different things for different people. For college kids, it’s back to studying and catching up with their friends. For younger students, it’s time to show off how tall they got over the summer or a new wardrobe (or phone). For estate planning attorneys, it’s time to prepare for... Continue reading
Posted Sep 5, 2018 at Client Care Academy
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Boomers are “retiring at a rate of about 10,000 per day”; have you thought about who will care for you? Continue reading
Posted Sep 3, 2018 at Family Estate Planning Law Group
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Tax reform has delivered new benefits for 529 education savings plans. Continue reading
Posted Aug 31, 2018 at Family Estate Planning Law Group
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Per stirpes or per capita? Which one is more desirable for you? Read on to learn the difference and decide for yourself! Continue reading
Posted Aug 29, 2018 at Family Estate Planning Law Group
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In three clicks, your potential clients can find more estate planning law firms than they know what to do with. They can also download documents that, to the untrained layperson, appear to solve the entire estate planning problem. We can help set your law firm apart, with the Client Care Academy. Your competition is tough, but a client care program can take your estate planning practice in a direction that will change how you and your clients think about estate planning. Continue reading
Posted Aug 28, 2018 at Client Care Academy
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To make it past the first generation, family owned businesses need a lot of communication and planning for succession. Continue reading
Posted Aug 27, 2018 at Family Estate Planning Law Group
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The role of fiduciary can serve many areas of life. Continue reading
Posted Aug 24, 2018 at Family Estate Planning Law Group
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Your digital assets are just as vulnerable as any other property, maybe more, and definitely need to be included in your estate plan! Continue reading
Posted Aug 22, 2018 at Family Estate Planning Law Group
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If you want to be remembered as the person who made sure your heirs had all the information they needed about what you wanted, for funeral arrangements as well as what to do with Great Aunt Joan’s diamond bracelet, you might want to consider writing an ethical will. Continue reading
Posted Aug 20, 2018 at Family Estate Planning Law Group
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While probate may not seem too bad, it can easily suck up the time of the loved ones you leave behind. Continue reading
Posted Aug 17, 2018 at Family Estate Planning Law Group
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Neglecting to plan for family dynamics can destroy the best estate plans. Make sure to address both difficult personalities and tax liabilities. They can be equally problematic. Continue reading
Posted Aug 15, 2018 at Family Estate Planning Law Group
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We train attorneys in how they can get clients to this answer in the Client Care Academy. It’s harder than you’d think, because both the attorney and then the client have to make a paradigm shift in their thinking. Continue reading
Posted Aug 15, 2018 at Client Care Academy