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Family Estate Planning Law Group
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This is really a two-part question. First, what do they want from you, and second, are they getting what they want from your law firm? Remember that most clients, unless they work with attorneys on a regular basis, are not that comfortable with hiring and talking to lawyers. Their chief concern, as one savvy practitioner once told us, is that we not mess things up. Continue reading
Posted yesterday at Client Care Academy
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What would happen if someone who you don’t know—or someone you do—decides you are not competent and tries to become your legal guardian? Could it happen? Continue reading
Posted 2 days ago at Family Estate Planning Law Group
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Check out this list to begin preparing for retirement now! Continue reading
Posted 5 days ago at Family Estate Planning Law Group
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November is when estate planning and elder law firm owners analyze a lot of numbers, including productivity and profitability of their team members. You know that every associate and paralegal needs to pay their own salary and then some, but do you know how to make that happen? Continue reading
Posted 5 days ago at Client Care Academy
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It’s great that overall, our life expectancies have increased, but with longer lives comes a greater risk of bad choices and financial elder abuse. There are steps you can take to protect those you love. Continue reading
Posted 7 days ago at Family Estate Planning Law Group
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If you haven’t had a minute to think about your estate planning law firm’s overall success over the last eleven months, we have a recommendation. Schedule a meeting with your accountant between now and Thanksgiving. If you don’t have an hour to spare to assess your practice’s performance, then you have a time management program that a client care program can help you with. And if you have more than an hour to spare, then it’s time to start asking the questions we ask our team at the end of every meeting: What worked? And more importantly, what didn’t work? Continue reading
Posted Nov 6, 2018 at Client Care Academy
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Are big changes coming to RMDs? An executive order may lead to changes that will have a big impact for 401(k) account owners and businesses. Continue reading
Posted Nov 5, 2018 at Family Estate Planning Law Group
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It takes time to build a business, and it can take just as long to create a strong succession plan. Continue reading
Posted Nov 2, 2018 at Family Estate Planning Law Group
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To really serve its purpose, an estate plan must have the legal documents that will protect you and your heirs, if you should become incapacitated. It’s not a pleasant thought, but it does happen. Continue reading
Posted Oct 31, 2018 at Family Estate Planning Law Group
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Halloween and Thanksgiving decorations are filling the stores, and you and your staff are already groaning under yet another end-of-year crunch. You swore last year that you wouldn’t put yourself or your staff through this again, but here you are – same time of year, same slog through estate planning details and documents that could have gotten taken care of all year long. Continue reading
Posted Oct 29, 2018 at Client Care Academy
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Talk about a train wreck waiting to happen: beneficiary designations from three or four decades ago can really create a problem for your heirs. Continue reading
Posted Oct 29, 2018 at Family Estate Planning Law Group
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The statistics aren’t encouraging, about three quarters of Americans are likely to need long-term care, but very few are ready for the costs. Continue reading
Posted Oct 26, 2018 at Family Estate Planning Law Group
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Not easy, but essential: designating a guardian for your child(ren). While it is not fun to think about leaving your children behind, it is even worse to think what could happen to them if you haven’t established a guardian for them. Continue reading
Posted Oct 24, 2018 at Family Estate Planning Law Group
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It’s a double-edged sword. You’d like clients to call you when they have a question, because you want to take good care of them, and often those conversations lead to more work that they didn’t realize you can do for them. But just as many times, when clients call, that “quick question” turns into a 20, 30 or hour- long conversation that takes you away from other work. And even when you hear the little voice in your head saying, “I should be billing for this time,” you say to them, “No problem, happy to help” and no invoice is sent. Continue reading
Posted Oct 23, 2018 at Client Care Academy
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If you’re counting on Medicare to cover all of your medical expenses after age 65, consider this your wake-up call. Understanding what Medicare does not pay for will help you decide what coverage you need to buy. Continue reading
Posted Oct 22, 2018 at Family Estate Planning Law Group
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“H.4116 An Act Relative to Alzheimer’s and Related Dementias in The Commonwealth” is now law in Massachusetts, following an August 15 ceremony. Continue reading
Posted Oct 19, 2018 at Family Estate Planning Law Group
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There’s a lot of discussion in the estate planning world about how to grow a practice, especially with the increasing commoditization of document preparation that has, frankly, threatened a lot of practitioners. We have found great success with the client care program that took decades to refine, and our clients are equally enthusiastic about the quality of service they receive. Continue reading
Posted Oct 18, 2018 at Client Care Academy
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Without the security of a spouse’s income, single parents must balance their children’s needs with their own retirement savings goals. Continue reading
Posted Oct 17, 2018 at Family Estate Planning Law Group
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Yes, you can work while collecting Social Security, but you have to be very careful. Earn too much and you’ll be working for nothing! Continue reading
Posted Oct 15, 2018 at Family Estate Planning Law Group
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People who receive a diagnosis of Alzheimer’s disease, an incurable type of dementia, are overwhelmed by hopelessness. But two authors want to change that. Continue reading
Posted Oct 12, 2018 at Family Estate Planning Law Group
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Tuition refunds, K-12 education costs and rollovers to ABLE accounts for disability-related expenses, will now reflect recent tax law changes. Continue reading
Posted Oct 10, 2018 at Family Estate Planning Law Group
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We are encouraging attorneys and their team members to put November 29 and 30 on your schedules and register today for the final Foundations Workshop of 2018. It takes place at the Orlando, Airport Hyatt Regency. We’ve made it easy: fly in, hop on the shuttle, come up the elevator, and you’re on site, where you spend Thursday afternoon and Friday learning a lot of material, absorbing new ideas and gaining insights from other practitioners as from Vinnie. Continue reading
Posted Oct 10, 2018 at Client Care Academy
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Ensuring that your children and family will be taken care of if you are unable to perform the duties yourself is an important piece of taking care of them. Continue reading
Posted Oct 8, 2018 at Family Estate Planning Law Group
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The closer you get to retirement, the more enticing those Social Security benefits become. However, you should make an informed decision about when to take those benefits, so you don’t make a costly mistake. Continue reading
Posted Oct 5, 2018 at Family Estate Planning Law Group
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Start with the basics, to make sure you’re making informed decisions. Continue reading
Posted Oct 3, 2018 at Family Estate Planning Law Group