Are You Missing Out on the Lucrative “New” Estate Planning Market?

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Over the past 15 years or so, I’ve seen a big shift in the new client market. It used to be that a large percentage of the people coming to our office had no Living Trust or other estate plan. Today, the market has almost completely flipped, with many if not most people coming in with an existing trust or plan. Why has this market shift occurred? Like it or not, the truth I’ve witnessed (and you likely will…

Tips for Boosting Morale In Your Office This Thanksgiving

By Kristina Schneider, Practice-Building & Marketing Specialist There’s no doubt that this year has been a challenging one for many people – – both professionally and personally.  There’s been a whirlwind of things going on this year and it’s hard to just “check it at the door” when you come into the office. Speaking with numerous attorneys about their current challenges in their practice, one thing seems certain.  Office morale is down. Low morale at the office usually results in reduced productivity, compromised work performance, tardiness and absences, and even personal conflicts and emotional outbursts. As we wind down the…