Estate planning attorneys know how to guide clients so the goals for their money and assets actualize. But what does the general public know about estate planning, and what kind of questions do they ask? In “What You Need To Know Before You Go: Financial/Legal Issues,” expert advisors discuss end-of-life issues related to estate planning, financial planning, and aging-in-place. The panel discussion was one event in the inaugural Before I Die ABQ Festival. Over six days, 600 attendees … [Read more...] about Questions People Ask About Estate and Financial Planning
Financial Planning
Off to Houston!
I’ll be leaving shortly for the Academy’s Spring Summit event in Houston! I’m looking forward to seeing all my Academy friends. I interact with members every day, but my opportunity to see them in person is at the Academy events. In addition to numerous meetings, I’ll be giving two presentations. The first examines the ethics of an estate planning attorney also providing financial services in a separate entity. As attendees will learn, informed written consent is key to avoiding the possible … [Read more...] about Off to Houston!
What Does Football Season Have in Common With Law Firms?
It’s Football Season. Did you know that the start of football season coincides with another season, pertinent to law firms? Football season also kicks off Budget Season. Many law firms, like the majority of businesses, begin preparing next year’s budget during the last quarter (some even do it while watching Monday Night Football). Here are three budgeting tips that will help you stay in the game longer, earn more fans and create a long-term winning streak. 1. Draft a realistic game … [Read more...] about What Does Football Season Have in Common With Law Firms?
