Estate Planning Law Estate Planning 101: Different Types & Uses of Trusts The “Will Substitute,” Revocable Trusts: Different Functions Wills & Trusts Fulfill Designating IRA Beneficiaries & Using Trusts as Beneficiaries of IRA’s Gun Trusts & Estate Planning for Firearms Will Contests IRA Trust Strategies: Ensuring the Stretch Pre-Immigration Tax Planning: Considerations for Worldwide Income […]
Category: Estate Planning
Top 7 Challenges of Being a Lawyer and How to Overcome Them
Regardless of why you attended law school, you likely incurred some debt in order to do so. Analysts estimate the the average law student loan debt is in the low to mid six digits. That’s a huge price to pay to practice law. Given the amount you spent to obtain your law degree, you’d think […]
How Estate Lawyers Can Better Address Key Concerns with Technology
How Estate Lawyers Can Better Address Key Concerns with Technology Given that 40% of Americans will get some kind of inheritance, there’s lots of work out there for estate attorneys. However, if you’re working inefficiently or using old technology, you can’t address the concerns of your clients at the level you should be. Estate lawyers […]
Everything You Need to Know About Estate Planning Software
Everything You Need to Know About Estate Planning Software Given that 60% of Americans don’t have a will, you have to ask why they would be averse to taking this important step in planning their estate. While for some, it might be a matter of willful ignorance, for others it could just be that they […]
7 Overlooked Risks of a DIY Will
7 Overlooked Risks of a DIY Will As a lawyer, you may have a potential client who is trying to decide whether or not to draft their will without your assistance. According to a survey by Caring.com, 6 out of 10 Americans do not have a will or living trust. Forty-seven percent of respondents said that […]
5 Essential Estate Planning Documents Your Client Need
5 Essential Estate Planning Documents Your Client Need Your clients have got meals to cook, soccer games to attend, and work deadlines to meet. And at the end of the day, they are beyond tired. Do they really need to squeeze in time to create estate planning documents, too? As an estate planning attorney, you […]
Estate Planning Basics: A Complete Checklist to Protect Your Client
Estate Planning Basics: A Complete Checklist to Protect Your Client A shocking 60% of Americans don’t have a will or an overall estate plan in place. No matter your client’s age, gender, health, or current financial situation, not having a legally-binding plan for what will happen to your client’s assets and property after his or […]
Client Estate Planning: Help Your Client With a Valid Will
Client Estate Planning: Help Your Client With a Valid Will It’s very common for heirs to an estate to end up spending tens of thousands of dollars in legal dispute fees over an estate worth just a few thousand. In order to make sure your client’s family doesn’t end up in turmoil, consider recommending a […]
Help Your Clients Understand the Importance of Legal Plans
Help Your Clients Understand the Importance of Legal Plans Your clients might not understand the importance of having a plan for their finances and their assets. It is up to you to explain to them why they should resort to legal plans to protect what they have worked so hard for. In this article, we’ll […]
Why a Living Trust Attorney Needs Simple Software to Save Time
Why a Living Trust Attorney Needs Simple Software to Save Time What if a single purchase could simplify your life as an attorney? It sounds a little too good. However, for a living trust attorney, buying simple software is a pretty simple decision. This can help save you time, boost your productivity, and generally make […]
