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…
Kick-Start Your Boss’ Calendar in the Right Direction for 2022
By Kristina Schneider, Practice Success Coach It’s hard to believe that we are already heading into the final months of 2021. As the former Executive Assistant to busy attorney, Philip Kavesh, what this time of year typically meant for me is that I would be typically preparing Phil’s calendar for the next year so that we can maximize the best use of his time, while also making sure that I don’t overlook important items that need to get onto his calendar. Here are some tips for laying out the 2022 calendar for your boss (whether he or she is an…
Top 10 E-mail Etiquette Rules for Estate Planning Professionals (and Their Assistants and Staff)
By Kristina Schneider, Practice Success Coach Electronic mail (otherwise known as e-mail) plays an important part in any business these days. It’s helped make communicating and doing business far more efficient and simpler. However, as with most things in business, there are certain rules that professionals should follow when it comes to using e-mail. If not done correctly, it can actually create unnecessary confusion, chaos, and an unnecessary amount of miscommunication (and maybe even legal liability!). Below, you will find what I consider to be the ten most important e-mail etiquette rules to live and work by. (NOTE: These are…
Eliminate Most of Your Interruptions with One Simple Technique (the U & I Rule)!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law If there’s one thing that I have learned to master over the years, it’s to control the number of interruptions when I am in the office – – not just others interrupting me, but my interruptions of others. The main reason why interruptions happen is because there are no rules or protocols for how people will interact. The result is not only a loss of productivity, but the loss of money. If you just look up the statistics online…