Blog

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

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… Read More
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ARE NONREFUNDABLE RETAINER AGREEMENTS ETHICAL IN YOUR STATE?

In New Jersey, nonrefundable retainer agreements may be ethical in some circumstances according to N.J. Advisory Comm. Op. 644 (Oct. 4, 1990). The opinion states: that “…a retainer may be fully earned, and therefore nonrefundable, when… Read More
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Must ALL Attorney Retainer Agreements be Reduced to Writing?

While attorneys are not always required to enter into written retainer agreements, best practices dictate reducing the terms of ALL agreements with clients to written form. While Model Rule of Professional Conduct (MRPC) 1.5(b) states that a lawyer s… Read More
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