Some attorneys dismiss maintenance programs out of hand because they don’t see why clients would participate in them. Don’t think like that. Maintenance programs are very appealing to clients, for two powerful reasons. First, a maintenance program helps ensure that a client’s plan is always up-to-date and capable of accomplishing its goals when the client needs it. By explaining this benefit to your clients, many of them will […]
Generating a consistent, reliable revenue stream is a challenge for many law firms. An annual maintenance program can provide a solution to this problem, and, in effect, function as a line of credit for your firm. In the coming weeks, we’ll discuss the elements of a successful program, the benefits of such a program to your clients and to […]
The costs of healthcare & long-term care have dramatically increased in recent years. Yet, only a small minority of clients has adequate insurance and funding for this required assistance. At the same time, the spend-down of assets to qualify for government & elder benefits has changed over the years and become more complex. For most of the population, public benefits, including Medicaid & other government benefits, provide the principal funding of care. This has caused an unprecedented need for counsel fluent in asset planning & protection techniques to assist clients needing to qualify for government assistance. The faculty for this program features a national authority in the subject, who will cover tools for spend-down's, exempt vs. non-exempt assets, differences between singles and married couples, the effect of future medical expenses on government benefits, and the landscape of Medicaid & medical expense planning. Lawyers With Purpose Founder co-presents "Mastering Medicaid Spend-downs, Government & Elder Benefits CLE" on March 11, 2020.
From mid-November through the beginning of January, Lawyers with Purpose members tend to see a decrease of initial contacts, initial meetings, and workshop attendance. The holidays are THE time for your prospects and clients to be thinking about AND discussing their future plans with family, however, not as many do. How can you remedy this? By kicking off your maintenance program!
The VA annually updates the amount paid to Veterans and widows for the Improved Pension Program. Here are the latest amounts which became effective December 1 , 2019 and will likely continue until December 1, 2020.
People have different needs regarding the amount of attention they want to receive in a relationship. For some of your referral sources, getting together once a year might be fine. Other sources might want to meet every six months, or even once a month. If the referral source is providing you with plenty of profitable […]
LWP Attorney Brittney Shearin, Esq. outlines the a short list of the SECURE Act basics you need to know.
At TAPER Orlando, Dave will share his vision for the profitable practice of law in the new decade. His Keynote address will be followed by some of the most transformative breakout sessions we’ve ever hosted. There will be sessions about adding Alzheimer’s planning to your firm; the SECURE Act; a three-part series on the TLC Estate Planning Process; budgeting; ActionStep financial reporting; marketing; VA benefits; and more.
