Category: Lawfirm
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Workplace Bullying
Is It Really That Bad? First, let’s look at the data. The Workplace Bullying Institute (WBI) tells us that 27% of workers have experienced bullying across industries. There are, of course distinctions to be made when talking about unkindness at work. We all have grumpy days, but if we are generally treating people well, we…
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WHEN TRUSTEES ARE SURPRISED AND TOO BUSY
This trust property sale had a few unexpected elements. First, the appointed co-trustees didn’t know each other well. And while one of them was especially surprised to be named, oddly, neither was close to the deceased. Without the trustees’ built-in perspective on the property, it required some investigation to find out about this top-floor Cow…
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One Client’s Story
“Without goals, and plans to reach them, you are like a ship that has set sail with no destination.” –Fitzhugh Dodson Mary walks her dog in her neighborhood along the same route she walks every day, when a driver fails to stop at the stop sign. The driver doesn’t see Mary. At the last part of…
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Families Belong Together
The core of my business is working with parents to protect their children. Some of my clients are wealthy and want to ensure that their children are not “spoiled” by an inheritance at any age. Some of my clients live month to month and the only asset is a life insurance policy meant to cover…
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Don’t Unintentionally Disinherit Your Child
Leaving Your Assets to a Trusted Adult to Care for Your Child is a Mistake I recently met with a potential client who had created his estate plan just after his son was born. He had every intention of taking care of his son. But this trust cut his son out of the picture: 70…
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How to provide for loved ones who cannot or should not inherit from you
Loving people can mean taking good care of them, taking responsibility for them. In some estate-planning situations, the responsible thing to do is to make provisions, but not necessarily leave an inheritance. Many of us have family members who struggle with addiction. Assets or cash can often cause harm and in some cases may even…
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Lawyers: What’s Your Number One Referral Source?
Who is your number one referral partner? The likely answer is another lawyer. It may be counterintuitive, but we are not each other’s competition; we are each others best referral source! If you are a startup lawyer you may have discovered that IP lawyers are a good referral source, if you are a criminal defense…
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Why The Attorney Action Club Exists
The Attorney Action Club is a community of legal professionals that exists to help lawyers succeed in life and business. Our membership includes both practicing lawyers and legal professionals who help lawyers succeed. As lawyers we are our own worst enemy. The typical lawyer has never seen a problem that cannot be solved with more…
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Personal Injury Law: Using the Just Like Me / Loving Kindness Meditation To Maximize Insurance Company Settlement Offers
Animosity between plaintiff personal injury lawyers and the insurance companies we work with does not help further our client’s goals. Viewing an insurance claims adjuster as the enemy does not facilitate an open discussion about the value of your client’s case, nor does this view motivate an adjuster to offer you top dollar for your…