by | | Estate Planning, Tax Planning
by Francis Burton Doyle, Esq., WealthPLAN One of the problems with using a term like “integrated estate planning” is that it sounds complicated. In actual practice integrating a client’s estate plan involves more common sense than sophistication in technique. For...
by | | Estate Planning, Law Office Systems & Procedures
by Francis Burton Doyle, Esq., WealthPLAN I first experienced the phenomenon of the Family Lawyer while growing up in an Irish neighborhood in San Francisco. His name was James Joseph Sullivan and my mother and my father and all my mother’s relatives who were native...
by | | Estate Planning, Legacy Planning, Pet Protection Trusts
Feature Article: Law Practice Management Series by Mary G. Anderson, Life Management Consulting Group Pets have always been a precious and important part of my life. When I completed my companion book to the Pet Protection Legal Care Plan, entitled “My Estate...
by | | Estate Planning, Law Office Systems & Procedures
Feature Article: Law Practice Management Series by Mary G. Anderson, Life Management Consulting Group When we started Advanced Legal Training Institute almost five years ago, the #1 goal was to offer timely, relevant, state-of-the-art legal education in a...
