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Family Estate Planning Law Group
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Since the financial recession of 2008, many baby boomers changed their thinking about their retirement savings outlook. They aren’t as optimistic as they once were, and they don’t expect to retire debt-free. Continue reading
Posted yesterday at Family Estate Planning Law Group
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Most donations are made in December, and charities of all shapes and sizes make the most of the holiday spirit. However, by taking a bit of time to plan out charitable giving, including doing some research and talking with your family about your legacy, your giving could have a greater impact this year and in years to come. Continue reading
Posted 3 days ago at Family Estate Planning Law Group
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In your 40s and 50s? It is time to jumpstart your retirement savings! Continue reading
Posted 6 days ago at Family Estate Planning Law Group
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Whether you are a wealthy or low-income senior, you are at risk of financial scams. Continue reading
Posted Mar 13, 2019 at Family Estate Planning Law Group
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Here are a few tips to prepare in advance for your college bound special needs child! Continue reading
Posted Mar 11, 2019 at Family Estate Planning Law Group
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If you’re a new parent, or a current parent who hasn’t done so yet, there is estate planning you need to address to ensure you effectively planned for your child in the event of the unexpected. Continue reading
Posted Mar 8, 2019 at Family Estate Planning Law Group
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The majority of Americans are not focused on having an emergency fund, and 40% of adults would not be able to cover a $400 emergency in cash! That is unsettling. Continue reading
Posted Mar 6, 2019 at Family Estate Planning Law Group
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Just turned 50 and realizing that your peers are not thinking about retirement yet, and neither are you? Instead you are thinking about your next career move, not about taking social security and finding activities to fill the work void. You are a modern elder. Continue reading
Posted Mar 4, 2019 at Family Estate Planning Law Group
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Believe it or not, there are some extra provisions to address concerning estate planning when you have Parkinson’s. As you dive into this process, it is important to mentally reframe estate planning as planning for life. Continue reading
Posted Mar 1, 2019 at Family Estate Planning Law Group
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Now is the time to begin your journey to create your client care program! What comprises the lawyer you’ve always wanted to be: Taking care of your clients and their families Having recurring revenue for your firm Relationships (not transactions) with your clients Being paid for the value you provide... Continue reading
Posted Feb 27, 2019 at Client Care Academy
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You know that health care, taxes and not saving enough for retirement can derail retirement. However, what about the risks you never saw coming? Continue reading
Posted Feb 27, 2019 at Family Estate Planning Law Group
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Among the top three reasons for an estate plan are to make sure that your assets are distributed according to your wishes, helping your loved ones from having to pay more taxes than necessary and if possible, avoiding having your estate go through probate. Continue reading
Posted Feb 25, 2019 at Family Estate Planning Law Group
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It sounds crazy, but there are many good reasons why someone would not want to receive an inheritance. Making sure that you are not forced to receive assets must be done very carefully, so you’ll need an estate planning attorney on your team. Continue reading
Posted Feb 22, 2019 at Family Estate Planning Law Group
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People start thinking in more concrete terms about retirement when the concept becomes a reality, often about ten years out. That’s when the planning has to get real. Continue reading
Posted Feb 20, 2019 at Family Estate Planning Law Group
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If someone wanted to give you a gift that would make your life less stressful and help you save a lot of money and time, we bet you’d welcome it. Continue reading
Posted Feb 18, 2019 at Family Estate Planning Law Group
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Single with a net worth less than $11.4 million in 2019? You’re in luck—you can die knowing that all of your money will pass free of any federal estate tax to your heirs. Continue reading
Posted Feb 15, 2019 at Family Estate Planning Law Group
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The swiftness of fires and flood in the news in recent months, even in places that have never experienced dramatic disasters, puts a spotlight on the need for preparedness. That includes your estate plan. Continue reading
Posted Feb 13, 2019 at Family Estate Planning Law Group
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If you are reading this, chances are you are more aware than most about the importance of building and managing cash flow, generating recurring revenues and managing resources to increase profits. And you may have heard that another way to profitability is to develop an ancillary business. Here’s the thing: with a client care program in place, you have the option of adding an ancillary business if you want—but only because you want to, not because you have to. Continue reading
Posted Feb 12, 2019 at Client Care Academy
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It’s great to take a trip home and catch up with family, especially when you live far away. However, if this is the year that you may arrive to find big changes in your aging parents, here’s some help concerning what your next steps might be. Continue reading
Posted Feb 11, 2019 at Family Estate Planning Law Group
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529 college savings plans are a great way to fund a college education and they can now also be used for other educational needs. However, they can also be part of your estate plan. Continue reading
Posted Feb 8, 2019 at Family Estate Planning Law Group
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Maybe you made your first million in a crowdfunded start up, and now you’re working with venture capitalists on your next big idea. If marriage is on your event horizon, you may need a prenup. Continue reading
Posted Feb 6, 2019 at Family Estate Planning Law Group
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Are you maximizing your law firm profits? Probably not. How do we know? We teach lawyers how to create client care programs that are unique to their practices. We give your firm the tools to take care of clients, increase revenues and prices per case and boost the number of... Continue reading
Posted Feb 5, 2019 at Client Care Academy
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These are common questions discussed when planning retirement: Social Security, women and retirement, and couples adjusting to retirement together. Continue reading
Posted Feb 4, 2019 at Family Estate Planning Law Group
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The IRA is the backbone of many people’s retirement savings plans, and the Roth IRA is a particular favorite. A Roth lets you take withdrawals tax free at any time and tax-free withdrawals of earnings on contributions after a five-year holding period, as long as you are at least 59 ½, using the money to buy your first home or disabled. That’s a great deal for many Americans! Continue reading
Posted Feb 1, 2019 at Family Estate Planning Law Group
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Were you surprised when you launched your own law firm and it wasn’t that easy? Not only were clients not beating down the door, but you had to explain to more than a few of them why they needed your help in the first place. Practicing law was never an... Continue reading
Posted Jan 31, 2019 at Client Care Academy