Help Your Clients Tell Their Life Story: Writing a Memoir, Creating a Family History & Sharing Lessons Learned
Managing a successful law practice includes many challenges from planning ahead, leading your team, organizing work flow, controlling costs and continuing to stay connected to your clients by offering valuable services.
How does the topic of legacy and business succession planning fit into my ‘law practice management’ article series? Easily. Providing additional services, beyond the minimum estate planning menu, gives your firm a steady advantage over other competitors.
read moreEstate Tax Legislation: Rampant Speculation in 2010
by Francis Burton Doyle, Esq., WealthPLAN After over a year of rampant speculation, Congress has failed to correct the flawed estate tax system. Experts nationwide found this inaction impossible to predict. The estate planning community is just now coming to terms... read moreHow Do You Define Your Ideal Client?
When I think about the person or family that I know will make an ideal client for my consulting services, that person or family usually ends up matching the following criteria. The good news is that because the match up is so successful, referrals come more easily. We all know that a client who refers is the best client of all and that client is the best representative of your work and legal acumen.
read moreWhich Estate Planning Documents Require Mediation?
There has been a vicious turn in the estate and trust administration practice. The wolves have descended and more and more estate litigation cases are being filed. The litigation bar has found this area fertile ground to generate substantial fees. Further, many families who start fighting amongst themselves over estates don’t realize the devastating effects of litigation until it’s too late and they find that the estate has been consumed by attorneys fees…
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