Having Disconnects and Conflicts in the Office Right Now?

By Kristina Schneider, Practice Success Coach With everything going on in the world right now, it is safe to say that most people are under much more stress than usual.  From dealing with concerns around the pandemic and working in a post-pandemic world, managing the constantly barrage of headlines, politics and war, to feeling a whole spectrum of emotions about all the change and heaviness that has happened in past couple of years.  Business owners and employees with young children are having to juggle their own set of challenges trying to navigate care and schooling for their children, while we…

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…

Are You Fitting Jobs to People?

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Hiring, training, and managing employees have certainly not been easy things to learn when it comes to owning my own law practice.  I say it time and time again, but these are the things that we never learned in law school, but yet seemingly take up a great deal of time (and expense) if not done well. One common mistake that I am guilty of making in the past, but that I’ve seen come up quite a bit lately…

What to Do When Everything is Urgent & Important?

By Kristina Schneider, Practice Success Coach Too often for most people, there’s far too much to do and not enough time to do it.  This requires a balancing act of figuring out how to prioritize your work. For most people, the work that gets set aside are the non-important, but also sadly, the non-urgent and important items.  The things that you know you need to get to, but that don’t have a looming deadline to be met.  Those tasks will constantly be backburnered into an oblivion, perhaps for eternity. We implement what is known as the “Urgent & Important” (or…

The Art of Confirming an Appointment

By Kristina Schneider, Practice Success Coach Knowing the steps of how to properly confirm an appointment – – any kind of appointment, including a phone appointment, client meeting, lunch meeting, etc. – – is extremely valuable to any office looking to continue to operate efficiently and effectively. However, I have found that a lot of people don’t do this (or don’t do it properly) and this can result in a lot of disruption in the office. Whether or not you are the one responsible for confirming appointments, if you know that your office could benefit from a makeover in your…

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…

Drowning in E-mail? Tips to Save Time and Be More Efficient!

By Kristina Schneider, Practice Success Coach Electronic mail, otherwise known as e-mail, has become a vital and primary form of communication for most businesses.  In fact, it’s the very reason you’re probably reading this newsletter article. While e-mail has become a very efficient way to communicate and handle business, it can also become a source of major inefficiency and time-wasting in the office.  Think about how much time is spent sifting through all of your daily e-mail.  Double or triple that when you come back from the weekend.  And let’s not even talk about how much e-mail we come back…

Tips for Managing the Top 5 Interruptions at the Workplace

By Kristina Schneider, Practice-Building & Marketing Specialist One of the most costly killers of productivity in the workplace is interruptions.  There are some startling statistics about how much interruptions really cost a business.  It is believed that interruptions can cost a company up to over 6 hours per day in productivity, which equates to over 30 hours in a week (almost an entire full-time employee!).  It’s also estimated that social media alone costs the U.S. economy over $650 billion per year in all of the lost production.  Crazy, right? Interruptions are pretty much impossible to avoid, but there are definitely…

Summer Vacation Might Be Different This Year, But Be Sure to Take a Break!

By Kristina Schneider, Practice-Building & Marketing Specialist There is no denying that this summer feels is different.  No, let me actually just call it for what it is—IT IS WEIRD!   With all that’s going on in 2020, there’s no telling what tomorrow will bring (did we miss the murder hornets, cause it feels like we skipped those…).  This comes as here in California, we just got ordered back to working from home and a lot of things that just opened up less than a month ago are closed back up. All that being said, I have found myself thinking that…

Helpful Resources for Executing Documents During Pandemic

EDITOR’S NOTE: Many estate planners are grappling with how to execute documents without an in-person client meeting and yet still have them considered valid.  This article helps shed some light on this issue.  Thank you to attorney, Susan K., for passing along this fantastic article to us. Application of the Harmless Error Doctrine in California and Beyond By Jessica Uzcategui of Sacks, Glazier, Franklin & Lodise, LLP THE HARMLESS ERROR DOCTRINE The traditional definition of a “will” is changing. Historically, courts insisted on strict compliance with will formalities. In California, this meant that a will had to be signed by…