Technology for Estate Planning Lawyers
There is a ton of technology available to lawyers, including estate and trust lawyers. After 25 years, here are my top recommendations.
There is a ton of technology available to lawyers, including estate and trust lawyers. After 25 years, here are my top recommendations.
12 steps. Hundreds of happy clients. This is the estate planning checklist I wish I would have had when I started my practice as a young attorney.
Getting clients as a financial advisor isn’t always easy, but there are proven ways to do it. Here are our 9 favorites.
25 years of estate planning marketing, boiled down into 10 tips that you can take and start getting clients with right now.
Who you choose as your executor or trustee is the most important decision you can make while getting your affairs in order. Here’s how to make the right choice.
If you don’t properly fund your trust, all of your best-laid plans will fall into disarray. Here’s how to fund your trust the right way.