Blog

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 be paid. Th… 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 coverage… 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 disclosure o… 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 coverage… 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 Scale* rates… 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 of any spe… 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

Clearing Up the Confusion on Credentials (The Truth About Financial Advisors)

The website of the Financial Industry Regulatory Authority (FINRA) website lists close to 100 different designations that may be held by financial advisors and the Wall Street Journal has identified an additional 115. The credentials are not issued b… Read More
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