Posts by Kristina Schneider
Staff Reviews & Setting Goals at the Beginning of the New Year
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In successfully running a law practice for over 40 years, I have found that it’s vitally important to periodically meet with each of my staff members (even ones that may be part-time or independent…
Read MoreConduct a Successful 2022 “Kick-Off” Meeting with Your Firm
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate LawI’ve found that the best way to ensure a successful new year is to start off with a big stride in the right direction, by holding a firm “kick-off” meeting. The purpose of this meeting…
Read MoreYear-End Sales Tip to Get Clients to Engage You
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate LawAs we head into the final weeks of the year, you may experience some pushback from clients and prospective clients you are meeting with. In particular, they may say that the holiday time is too…
Read MoreTop 10 Year-End Practice-Building & Marketing Ideas of 2024
By Kristina Schneider, Practice Success CoachAs we head into the final quarter of 2024, you may be wondering where all the time went and what can you do in these final two months to really help your practice end the year with a BANG! I’ve put together what I consider to be the Top 10…
Read MoreFOMO: How the Fear of Missing Out Will Cause Bad Estate Planning Decisions Before the 12/31/2025 Sunset
By Steven J. Oshins, Esq., AEP (Distinguished)When the clock strikes midnight the evening of December 31, 2025, the federal estate and gift exemption will drop in half and many wealthy people will kick themselves for failing to make their gifts and use their gift tax exemption in time. That is, assuming the incoming President and…
Read More2024 National Estate Planning Awareness Week
The third week of October is National Estate Planning Awareness Week. This year, it’s October 21-27. Bringing awareness and educating the public about estate planning is crucial to not only keeping families out of Probate Court, but also for helping manage, preserve and distribute their hard-earned assets to their loved ones, as they wish. To…
Read MoreYou Need a Strong Review Strategy to Attract More Estate Planning Clients
By Foster Web Marketing A lot of the estate planning lawyers I talk to see reviews as a kind of nice “extra.” They don’t ask for them. They don’t look for them, and they don’t necessarily know what kind of impact their reviews are having on their incoming visitors and leads. In a profession that…
Read MoreThe Top 6 Reasons You Should Be Giving Seminars
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law For estate planning attorneys, all of the technical and legal education in the world is great, but if you are not able to bring in prospective clients to plan for, there is no way…
Read MoreTraining Associate Attorneys & Staff
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate LawOver the past couple of months, we covered the importance of properly hiring and incentivizing your associate attorneys and support staff in order to build and maintain a successful estate planning practice. Now, we will…
Read MoreMultiple Financial Advisor Referral Relationships May Be a Big MISTAKE!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Does that sound crazy to you? Probably! But, hear me out. (By the way, if you’re a financial advisor, what I’ll say applies equally to you having too many estate planning attorney relationships.) Over…
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