Blog

ATTORNEY EFFICIENCY TIP

  Time Management/Client Satisfaction Tip Failure to communicate within the bounds of MRPC 1.4 (or the equivalent rule adopted in your jurisdiction) is one of the major reasons that clients file grievances against their lawyers.   Avoiding ethical… Read More
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Estate Planning Mistakes to Avoid: Inappropriate Tax Allocation Clause

    One of the most important provisions in a will is the tax allocation clause, which allocates a decedent’s estate or inheritance tax burden among the estate beneficiaries by specifying the source or fund from which the death taxes are to b… Read More
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SUMMER READING SUGGESTION - Crosstown Park (book review)

Like many, I never have enough time to read for pleasure. However, a few months ago, I picked up Crosstown Park and spent my entire Sunday in the “reading chair”. Thanks to Jennifer Willner, this week’s Guest Blogger, for providing this book re… Read More
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WHO PAYS FOR HOSPICE SERVICES?

  Fortunately, most have no need to be concerned about how hospice care will be financed. Most private health insurers, health maintenance organizations (HMOs) and other managed care plans as well as the Department of Veterans Affairs provide c… Read More
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Lawyers remaining uninsured engaging in risky business!

  Oregon is the only state that mandates practicing attorneys to carry professional liability insurance. The approach of many jurisdictions is to require uninsured lawyers to disclose in writing to clients the lack of protection. Mandatory disc… Read More
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Umbrella Insurance for Stormy Times

  An umbrella policy is liability insurance that protects the owner above and beyond coverage offered by primary liability policies such as homeowners and automobile. An attorney with $300,000 in auto coverage and/or $500,000 in homeowner’s c… Read More
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The Trouble With Retirement Is That You Never Get a Day Off

  “The trouble with retirement is that you never get a day off.” 
 – Abe Lemons While retirement may ultimately lead to bliss (or so we think), the process, transition and adjustment can be a tough road. The Holmes Rahe Stress Scal… Read More
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Networking Tips for High Tech/Low Touch World

  In an atmosphere of “high tech/low touch”, strategic in person networking remains the most powerful way to create and deepen relationships. Here are a few tips to successful networking at an event or conference: Research the background o… Read More
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Sneak Preview "Selling a Niche Law Practice"

Lawyers are steeped in the long tradition of simply “winding down” practices, essentially abandoning a valuable asset. Indeed, as pointed out by Michael Gerber in The E Myth Attorney: Why Most Legal Practices Don’t Work and What to Do About It… Read More
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Should You Manage Your Own Investment Portfolio?

According to a 2012 Investopedia article1, the market share of online brokers increased by three percentage points while the market share of other retail brokerages lost four percentage points. This apparent uptick in the number of Do-It-Yourself inv… Read More
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Categories: Practice Tips