Client Relations

You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With…

There’s much attention placed on the estate planning process, and rightfully so, but the day inevitably comes when an estate must actually be settled. Whether it’s an estate you helped plan, or one with no proactive measures in place,…

As people live longer and have more active lives into their later years, we can perceive a shift in the typical Elder Law Planning client demographic. How to best reach potential clients who need legal services, and how to retain those…

Every area of the law has its unique challenges and rewards.  For estate planning and elder law attorneys, one of the greatest rewards of their practice is the opportunity to connect with clients on a more personal level while serving as a…

We are in the throes of the Coronavirus pandemic, and even though states are loosening stay-at-home restrictions, the impact on estate planning professionals, as well as their families, finances, and our country, will continue for some…

One of the most difficult things we as estate planners face is the eventual and inevitable responsibility of helping and comforting a client whose spouse has passed away.

As lawyers, our primary obligation is to serve the best interests of the client. One way estate planners do this is by putting a plan in place to protect both the client and the client’s assets in the event of incapacity. In the ideal…