Given that the majority of Americans lack a will or any proper estate planning, it’s important that everyone has a plan for their future. Estate

A new client contacts you to see if you can prepare their will or trust.   What do you do next?   Schedule an appointment

Estate planning is often avoided because clients don’t want to address the fact that they might someday need it. It seems scary or sad or

More than half of Americans are missing vital estate planning documents. If you aren’t having your clients answer a comprehensive questionnaire of estate planning questions,

Imagine if you not only lost a friend, but you lost access to an account with $190 million in it. We didn’t make that up.

Where most businesses spend a few hundred dollars a year on equipment for employees, law firms tend to average more than $1,000 a year per

As a lawyer, you probably get a lot of questions about estate planning, especially if you work with a lot of older clients. You probably

While retirees are leaving less to their heirs than they might have a generation ago, there are many more people leaving property than ever. That

We all know how important it is to have a will, and yet 44% of Americans still don’t have one. There are a lot of

It is crucial for your client to establish asset control of their estate in the event of their death. Propper estate management involves specifying the

Have you ever received a legal document and felt completely overwhelmed by what you’re reading? You’re not alone! Legal texts stuffed with industry jargon and