Probate Attorney Blog

Legacy Over Currency When I first started thinking about getting into estate planning I knew from the beginning I wanted my message to be about more than just money. Money is nice, yes, but there is study after study out that says after a certain amount of money one amasses, the correlation to happiness ceases. That number is about $75,000. And, if you’ve ever hung out with people that have a lot of money you know this study to be…

Will No Contest Clauses Explained Whenever I have a hard time coming up with something to write about or talk about here I look to what’s happening with my clients. I think about their fears. I think about their decisions. I think about what’s important to them. And I also think about the questions they are asking. I know, as an estate planning attorney, that if one person is asking a question it is very likely a lot of people…

Estate Planning Law Firm Email Newsletter Today I want to talk a little bit about my email newsletter. If you come into contact with CMS Law Firm you are very likely going onto our weekly email newsletter list. When you first get on the list you are going to get a series of 10 emails sent out to you one each day before getting put onto a weekly email newsletter. Some people like email newsletters, some people hate them. Today…

When Everyone is Greedy Be Fearful, When Everyone is Fearful Be Greedy The title of this post is a quote attributed to Warren Buffet. If you don’t know who Warren Buffet is he’s widely regarded as the best financial analyst and stock picker of all time. Why does this quote matter to you? Why is it relevant? I was watching this whole Brexit situation going down last week and I got to thinking about what all of the pundits and…

How to Make Changes to Your Will – Codicil Estate planning documents are not meant to be static. Things change. You may lose touch with a friend, have a disagreement with a relative, or your views on politics, religion, or medicine may change. Whatever the case may be, when these changes happen in your life, they may require you to make some changes to your will. That’s what we’re talking about today on the Rich Life Lawyer Show. How to…

Estate Planning Document Storage Solutions Most estate planning attorneys focus on one thing – getting your documents created and getting you out of the door. What they fail to realize is that most people leave their estate planning attorney’s office after executing their estate plan and immediately think “okay, now what am I supposed to do with this?” The reason they think that is there is an interesting conundrum when it comes to your estate planning documents. You want to…

Importance of Estate Planning Law Firm Systems There are several things lawyers are known for: poor communication; being extremely “busy”; and not giving great service once you’ve signed up and paid your bill. There is one primary reason for this: poor estate planning law firm systems. Poor Estate Planning Law Firm Communication First poor communication. Estate planning attorneys shouldn’t wait for you to reach out to them. Estate planning attorneys should have built in follow up procedures. Estate planning attorneys…