Estate Planning, Marketing Planning, Marketing 101, Best Practices, Success Strategies,
By: Scott R. Zucker, Esq. The majority of people now find information online. While younger adults utilize the internet more frequently, they also use it to help look out for...
Estate Planning, Business Planning,
Estate Planning Awareness Week, October 21-27, 2019, is just around the corner. With a reported 60% of all adults not having an estate plan, now is the perfect time to...
Estate Planning, Tax Planning, Client Communications, Client Relationships,
The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. In 2018, it was estimated that over 14 million people waited until...
Estate Planning, Charitable Planning, Charitable Giving,
To err may be human, but clients can be less than forgiving when it comes to costly errors with their money and unfulfilled charitable giving goals. Awareness is key—take every...
Estate Planning, New Estate Planning Practitioners, Transitioning into Estate Planning, Transitioning Attorney, Software,
Whether you are a fresh-faced law school graduate or a transitioning attorney, there are many challenges to grapple with as a newcomer to trusts and estates law. Building a successful...