Articles
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May 2009: Focus On
What Do Savvy Lawyers Do In An Uncertain Economy?
It’s A “Perfect Storm” For Lawyers’ Estate Planning
Comments (0)In early 2009, we are in the midst of a “perfect storm” that creates exceptional planning opportunities we are not ...
Succession Planning For Solo Practitioners
Comments (0)As a sole practitioner, and a 64-year-old one at that, I am often asked, “What happens to our estate plan ...
Tax Aspects Of Life Settlement Arrangements
Comments (1)Every day 30,000 people turn 65. Over 85% of universal life insurance policies and over 95% of term life insurance ...
The Advantages of Creating An Irrevocable Income Only Trust
Comments (2)An often discussed mechanism in medicaid/nursing home planning is the IIOT, an Irrevocable Income Only Trust. Aside from nursing home issues ...
Women Need To Be Educated About Estate Planning
Comments (2)Estate planning for women requires a certain sensitivity. Women typically fail to take active roles in planning their estates and ...
Philanthropy Is A Difficult Estate Planning Subject To Broach
Comments (1)In the words of John Steinbeck, “No one wants advice, only corroboration.” This is especially true when discussing philanthropy with ...
Asset Protection Considerations For Business Owners
Comments (1)Many business owners devote much time and energy “working in” their business to improve operations and profitability; however, they often ...
Why A ‘Pour Over Will’ May Be More Necessary Than You Realize
Comments (0)If your practice is like mine, you have some clients who wonder, “Why do I need a ‘pour over’ will ...
Is It Time To Sell Your Law Firm, Or Buy Another?
Comments (2)This past year the global financial crisis has created fear and confusion for countless people. Lawyers, like many others, suddenly ...
How To Use Effective Time Management To Increase Productivity
Comments (2)With the downturn in the economy, many lawyers have some extra time on their hands. What a perfect opportunity to ...
