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Should Estate Planning Professionals Have a Coach?

by | | Law Office Systems & Procedures, Law Practice Managment, Marketing Your Law Practice, Time Management Skills

by  Francis Burton Doyle, Esq., WealthPLAN I recently had the good fortune to read Atul Gawande’s New Yorker Magazine article entitled, “Personal Best: Top Athletes and Singers Have Coaches. Should You?”. Gawande is a cardiac surgeon who wanted to know whether...

Feeling Stuck? What Stops You? Where Do You Go for Help?

by | | Law Office Systems & Procedures, Law Practice Managment, Marketing Your Law Practice, Time Management Skills

Feature Article: Law Practice Management Series  by Mary G. Anderson, Life Management Consulting Group Life is good. You have some wonderful clients and some challenging work to complete. You are feeling confident that you are providing excellent service to your firms...

Get Ready for Your Best Year Yet: 7 Questions to Ask Yourself & Your Team

by | | Law Office Systems & Procedures, Law Practice Managment, Marketing Your Law Practice

Feature Article: Law Practice Management Series  by Mary G. Anderson, Life Management Consulting Group It is always a good exercise to stop the busyness of your daily work and evaluate where you are and where you are going. Grab a piece of paper and a pen–...

What Do We Mean When We Say Integrated Wealth Planning?

by | | Estate Planning, Law Office Systems & Procedures

by Francis Burton Doyle, Esq., WealthPLAN It was 1999 and I was at a cocktail party at the home of one of my clients in Los Altos Hills. I walked out on the veranda of the 7,000 square foot, newly constructed, adobe colored plaster mansion, which sported a gorgeous...

Work/Life Balance: Internal vs. External Challenges (Part 2)

by | | Estate Planning, Law Office Systems & Procedures, Law Practice Managment, Legacy Planning, Time Management Skills

Feature Article: Law Practice Management Series by Mary G. Anderson, Life Management Consulting Group In a past issue of the Estates & Trusts Updates,  I wrote about some of the internal factors that determine how comfortable we are with our work/life balance....

Death of the “Family Lawyer” in Estate Planning

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...
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Topic Areas:

  • Estate Planning
    • Elder Issues
    • Litigation/Mediation
    • Pet Protection Trusts
    • Tax Planning
  • Law Practice Managment
    • Law Office Systems & Procedures
    • Legacy Planning
    • Marketing Your Law Practice
    • Time Management Skills

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