Are your clients and potential clients the hero of your story, or are you? It’s so easy see ourselves as the heroes for our clients because we are the attorneys with all the legal expertise. Yet, this way of thinking is what prevents us from achieving unmet growth and potential. If you haven’t read Building
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An Essential Part of the Estate Planning Process – A look at how the family meeting plays a part in the traditional estate planning process and the new paradigm in estate planning, the client care program, published in The WealthCounsel Quarterly. An estate plan will more likely accomplish a client’s goals if the client is
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An in-depth examination of the inherent problems that occur as a result of the traditional model of estate planning, and how a proactive model increase the chances for a successful result for clients. This article appeared in The WealthCounsel Quarterly. Clients look to an estate planning attorney to create a plan so that their affairs
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One of the crucial questions attorneys ask when considering a client maintenance program is “What services should be included?” Many firms have delayed, suspended or terminated implementing an updating program because they are unsure of the services they should provide. There is no roadmap or “industry standard” regarding how to keep estate plans up-to-date and
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