Halloween and Thanksgiving decorations are filling the stores, and you and your staff are already groaning under yet another end-of-year crunch. You swore last year that you wouldn’t put yourself or your staff through this again, but here you are – same time of year, same slog through estate planning details and documents that could
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It’s a double-edged sword. You’d like clients to call you when they have a question, because you want to take good care of them, and often those conversations lead to more work that they didn’t realize you can do for them. But just as many times, when clients call, that “quick question” turns into a
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There’s a lot of discussion in the estate planning world about how to grow a practice, especially with the increasing commoditization of document preparation that has, frankly, threatened a lot of practitioners. We have found great success with the client care program that took decades to refine, and our clients are equally enthusiastic about the
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We are encouraging attorneys and their team members to put November 29 and 30 on your schedules and register today for the final Foundations Workshop of 2018. It takes place at the Orlando, Airport Hyatt Regency. We’ve made it easy: fly in, hop on the shuttle, come up the elevator, and you’re on site, where
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