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Family Estate Planning Law Group
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Have you considered setting up, much like an education fund, a retirement fund for your children? Continue reading
Posted 11 hours ago at Family Estate Planning Law Group
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When retirement approaches there are several conversations you need to ensure you and your spouse are having. Continue reading
Posted 2 days ago at Family Estate Planning Law Group
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You might think an attorney would be a little embarrassed to ask this question, because our training is to maintain dignity and respect for ourselves, our clients and our colleagues. At first, it sounds a little undignified. Aren’t we supposed to put our client’s needs first, even if it means... Continue reading
Posted 2 days ago at Client Care Academy
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Do you know the red flags to keep an eye out for when choosing a nursing home? Continue reading
Posted 5 days ago at Family Estate Planning Law Group
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Is the nursing home you’re looking at for-profit or not-for-profit? The answer could potentially make a difference in your experience. Continue reading
Posted 7 days ago at Family Estate Planning Law Group
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Retirees face many expenses and with life expectancies increasing, you might want a way to supplement your retirement income. Continue reading
Posted Jan 7, 2019 at Family Estate Planning Law Group
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The costs associated with retirement and education are only increasing! How can you find a balance? Continue reading
Posted Jan 4, 2019 at Family Estate Planning Law Group
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The question is not what’s in your wallet, but what’s in your general ledger as we start a new year? If you have a client care program in place, you’re probably not worried about your balances at this or any time of the year. Clients pay you an annual fee... Continue reading
Posted Jan 3, 2019 at Client Care Academy
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If you’re among those with the highest income, you’ll see a new surcharge tier in 2019. Continue reading
Posted Jan 2, 2019 at Family Estate Planning Law Group
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Here’s a complex area that people tend to ignore, until it’s too late to do anything about it. Better solution: speak with an estate planning attorney while changes can still be made. Continue reading
Posted Dec 31, 2018 at Family Estate Planning Law Group
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If the trust is not accomplishing its original purpose, you may need to make a change. That’s sometimes a result of situations changing, while at other times because they were not set up correctly. Continue reading
Posted Dec 28, 2018 at Family Estate Planning Law Group
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It’s one thing to fight with a sibling over toys when you are young. However, as adults, and more to the point, as an executor, there’s no room for not acting in the best interests of the beneficiaries. Continue reading
Posted Dec 26, 2018 at Family Estate Planning Law Group
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To help plan for retirement, it helps to move from asking global questions, like “Can I afford to retire?” to more specific questions, like “What’s my monthly cost of living right now?” Continue reading
Posted Dec 24, 2018 at Family Estate Planning Law Group
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To make sure that your wishes are carried out, you’ll have to do your homework. Make sure that you cover these most important documents. Continue reading
Posted Dec 21, 2018 at Family Estate Planning Law Group
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Have you thought about what happens to the world you leave, your family and friends and your possessions, after you die? Continue reading
Posted Dec 19, 2018 at Family Estate Planning Law Group
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I wish you could have all been there.Last week’s Atticus Summit was a gathering of nearly 300 like-minded lawyers and team leaders, learning how to grow our practices and being inspired by each other and guest speakers.I was honored to be invited to present a program on the Client Care Academy. Continue reading
Posted Dec 19, 2018 at Client Care Academy
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If it seems like every time you start to understand Social Security there’s something else to learn, you’re right. However, this is an important part of your retirement income, so it’s important to understand. Continue reading
Posted Dec 17, 2018 at Family Estate Planning Law Group
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A healthy life where you retain all your faculties and enjoy yourself is definitely preferred to decades of dementia. We don’t get to choose, but we can plan. Continue reading
Posted Dec 14, 2018 at Family Estate Planning Law Group
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Most of us consider naming a friend or relative with a background in finance or law to be a trustee for our family, but there is an alternative that is important to consider. Continue reading
Posted Dec 12, 2018 at Family Estate Planning Law Group
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We are headed to The Summit 2018 this week and are looking forward to an energizing and inspiring conference for solo and small law firms from around the country. I am honored to be included as a game-changer speaker on Day 2, at 2:00 PM. My firm has dedicated itself to creating a client care program that succeeds brilliantly on two levels: it does the right thing for clients and it generates recurring revenues. If you’re at the Summit, I hope you’ll come see us – at my presentation on December 13 at 2:00 PM or at our booth in the tradeshow. Continue reading
Posted Dec 11, 2018 at Client Care Academy
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If you’re living on your retirement savings while waiting to start taking Social Security benefits to full retirement age or even age 70, you might be costing yourself thousands in taxes. Continue reading
Posted Dec 10, 2018 at Family Estate Planning Law Group
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Saving for college but needing to receive Medicaid is a complicated equation. Continue reading
Posted Dec 7, 2018 at Family Estate Planning Law Group
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Estate litigation is never pleasant, but heirs have rights, and, in some situations, they have to fight back, when an executor is not acting in the best interest of the beneficiaries. Continue reading
Posted Dec 5, 2018 at Family Estate Planning Law Group
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The success of the November 2018 Foundations Workshop was a great way for the Client Care Academy to wrap up a terrific year that saw a lot of growth and expansion. This last Foundations Workshop of 2018 was a great group of law firms and team members from across the country who were ready to change how they practice estate planning and elder law. Continue reading
Posted Dec 4, 2018 at Client Care Academy
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If you are among the one million Americans living in Canada, you’ll need to remember that you are still subject to U.S. tax law. Your income, regardless of where you earn it, needs to be reported to both the Canada Revenue Agency (CRA) as well as the Internal Revenue Service. Continue reading
Posted Dec 3, 2018 at Family Estate Planning Law Group