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Family Estate Planning Law Group
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You’ve heard the expression “trust fund babies.” However, trusts are not just for the wealthy. They have a number of uses in estate planning and can be helpful at any asset level. Continue reading
Posted yesterday at Family Estate Planning Law Group
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These may be common mistakes, but they are too important to dismiss and delay. Continue reading
Posted 4 days ago at Family Estate Planning Law Group
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“Financial planning is an ongoing process that examines your goals, situation and finances, in order to determine if and how these goals can be met. It’s not a product-centric process, but often we use financial products like mutual funds, annuities and/or life insurance to achieve goals in the most efficient manner.” Continue reading
Posted 6 days ago at Family Estate Planning Law Group
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An ongoing client care program requires servant leaders. You lead through serving your clients with your ongoing care and you lead through serving your employees by empowering them, coaching them, and learning from them. It can be easy to become caught up in putting your firm, your clients, and your... Continue reading
Posted 7 days ago at Client Care Academy
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People think of estate plans as one-off documents, but they should think of them more like cars. Estate plans need maintenance, oil changes, tune-ups and if there’s an accident, repairs. Continue reading
Posted May 13, 2019 at Family Estate Planning Law Group
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This blog is by Rachel from our office and in it she tackles the benefit of our billing structure! Continue reading
Posted May 10, 2019 at Family Estate Planning Law Group
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Life insurance is the bedrock of many people’s financial plan. There are more nuances to life insurance than just buying a policy and paying premiums. Continue reading
Posted May 8, 2019 at Family Estate Planning Law Group
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As attorneys, it is easy to feel we have the weight of the firm on our shoulders. We have the legal expertise and we know how to guide our clients. It can feel quite isolating. That is our own fault. The phrase “I’m my own worst enemy” is highly applicable... Continue reading
Posted May 7, 2019 at Client Care Academy
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Believe it or not, a popular trend among millennials is something retirees can execute themselves in order to make some extra money! Continue reading
Posted May 6, 2019 at Family Estate Planning Law Group
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Over a trillion dollars in debt and a different view on assets, yet estate planning is still a “right now” necessity for Millennials. Continue reading
Posted May 3, 2019 at Family Estate Planning Law Group
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The period before retirement is a time when people dream about what the future might hold. They also worry, because who hasn’t heard the stories about retirees who return to work because they retired too early? Continue reading
Posted May 1, 2019 at Family Estate Planning Law Group
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As much as we can write about changing systems and can encourage you to start your own client care program, it ultimately falls to you to make sure you implement it honestly. It is easy to fall into old paradigms by telling yourself you are doing things differently. For instance,... Continue reading
Posted Apr 30, 2019 at Client Care Academy
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Early adult life is simple. You may or may not have children, a car, or a lease on an apartment. However, by the time you reach your 50s and 60s, you likely have some decent assets, like retirement accounts, investments, real estate and maybe even a few collectible cars. You’ll want a prenup, before you walk down the aisle again. Continue reading
Posted Apr 29, 2019 at Family Estate Planning Law Group
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Life insurance can help heirs avoid having to incur expenses like estate taxes, funeral costs and similar expenses. However, it also gives heirs breathing room, so they can make the best use of other assets. Continue reading
Posted Apr 26, 2019 at Family Estate Planning Law Group
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Writing your own trust or will is a lot like trying to do your own dental work. You can brush, floss and even use a water flosser, but the rest is best left to the trained professional. Continue reading
Posted Apr 24, 2019 at Family Estate Planning Law Group
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Death: an uncomfortable topic for most. As estate planning attorneys it is our job to drag clients into morbidity and push them to consider what will happen to their family and their legacies once they die. Of course, in doing so, we hit resistance. Clients believe documents are the one... Continue reading
Posted Apr 23, 2019 at Client Care Academy
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Following the adoption of new rules, there will now be options for veterans to appeal their disability benefits. The hope is that these three new processes will speed up cases. Continue reading
Posted Apr 22, 2019 at Family Estate Planning Law Group
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While there’s a time limit on this great opportunity for tax-free giving—2025, unless Congress makes some changes—this is a good time to take advantage of minimizing your tax liability through generosity. There’s a new big break for top-dollar wealth transfers, thanks to the new tax law. Continue reading
Posted Apr 19, 2019 at Family Estate Planning Law Group
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Anyone facing a serious illness, needs to take some time to prepare their estate planning documents. It is never too early for this task to be completed. It’s not just in case of a terminal illness, but if incapacity strikes, even temporarily. Continue reading
Posted Apr 17, 2019 at Family Estate Planning Law Group
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It is easy for a client to assume you know best, and as a lawyer, it is easy to assume so as well based on a few keys pieces of information gleaned from a personal information form. Yet, if you don’t get to know each client and their family on... Continue reading
Posted Apr 16, 2019 at Client Care Academy
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If an estate plan sounds like something that only an adult needs, and you’re over 18, then congratulations: you qualify. That is true if you have any assets, and if you have children, you definitely need an estate plan. Continue reading
Posted Apr 15, 2019 at Family Estate Planning Law Group
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Out-of-date beneficiary designations could completely undo your entire estate plan. It happens often, since people often neglect these ‘fine print’ details. Continue reading
Posted Apr 12, 2019 at Family Estate Planning Law Group
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Now that they are parents, homeowners and mortgage-holders, older millennials are starting to put their stamp on financial services, and that includes buying life insurance online. Continue reading
Posted Apr 10, 2019 at Family Estate Planning Law Group
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The internet is a wonderful resource, but in the world of law, it becomes a double-edged sword. Clients are simultaneously more educated and educated to a point where they feel they need an expert less and less. Some even decide to become do-it-yourselfers with online tools. Clients are overloaded with... Continue reading
Posted Apr 9, 2019 at Client Care Academy
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The first rule of Medicare is that it does not pay for everything. The next rule: you have to do your homework. Don’t be swayed by strong sales pitches. Continue reading
Posted Apr 8, 2019 at Family Estate Planning Law Group