Happy Father ‘ s Day

Your are so simply called … “Dad” Such a small word with so much purpose. You fill them with love, self esteem and you make them feel safe. You provide leadership and guidance. At times this all seems to go unnoticed but as the years go on and they grow a little each day, they eventually realize how profound and important you truly are. Never forget that. Happy Father's Day from Lawyers With Purpose.

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© Karen K. Boyer

He never looks for praises
He's never one to boast
He just goes on quietly working
For those he loves the most
His dreams are seldom spoken
His wants are very few
And most of the time his worries
Will go unspoken too
He's there…. A firm foundation
Through all our storms of life
A sturdy hand to hold to
In times of stress and strife
A true friend we can turn to
When times are good or bad
One of our greatest blessings,
The man that we call Dad.

Tell us….what meaningful lesson has your Dad taught you? Comment below and share. We'd love to hear!

Roslyn Drotar, Implementation Coach, Lawyers With Purpose

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Flag Day – Showing Our Colors

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Red, White and Blue. The colors of the United States flag. The flag flies at every government building, to include post offices. It flies at many private businesses. And, on Memorial Day, Fourth of July, and Veterans Day, you will see the flag displayed at numerous households. Americans are very proud of their flag, the universal symbol of our great nation.

Unfortunately, many proud Americans do not know the proper etiquette when flying the flag. Displaying a flag when torn, at night without a spot light, or hanging in the wrong direction, is actually disrespectful to our flag – the opposite of the intent of the person displaying it.

Federal law stipulates many aspects of flag etiquette, to include:

  • The flag should be lighted at all times, either by sunlight or by an appropriate light source.
  • The flag should be flown in fair weather, unless the flag is designed for inclement weather use.
  • The flag should never be dipped to any person or thing. It is flown upside down only as a distress signal.
  • The flag should not be used for any decoration in general. Bunting of blue, white and red stripes is available for these purposes. The blue stripe of the bunting should be on the top.
  • The flag should never be used for any advertising purpose. It should not be embroidered, printed or otherwise impressed on such articles as cushions, handkerchiefs, napkins, boxes, or anything intended to be discarded after temporary use.
  • Advertising signs should not be attached to the staff or halyard.
  • The flag should not be used as part of a costume or athletic uniform, except that a flag patch may be used on the uniform of military personnel, fireman, policeman and members of patriotic organizations.
  • The flag should never have any mark, insignia, letter, word, number, figure, or drawing of any kind placed on it, or attached to it.
  • The flag should never be used for receiving, holding, carrying, or delivering anything.
  • When the flag is lowered, no part of it should touch the ground or any other object; it should be received by waiting hands and arms. To store the flag it should be folded neatly and ceremoniously.
  • The flag should be cleaned and mended when necessary.
  • When a flag is so worn it is no longer fit to serve as a symbol of our country, it should be destroyed by burning in a dignified manner.

The above information is found at: http://www.usa-flag-site.org/etiquette.shtml.

When a flag must be disposed of, there are proper procedures for this as well. The flag should be folded in its customary manner.

  • It is important that the fire be fairly large and of sufficient intensity to ensure complete burning of the flag.
  • Place the flag on the fire.
  • The individual(s) can come to attention, salute the flag, recite the Pledge of Allegiance and have a brief period of silent reflection.
  • After the flag is completely consumed, the fire should then be safely extinguished and the ashes buried.
  • Please make sure you are conforming to local/state fire codes or ordinances. For assistance is proper disposal of the flag, you may contact your local VFW Post. For more information, go to: http://www.vfw.org/Community/Flag-Education/

Now that you know, make sure that when you proudly fly the United States Flag, that you do it within the Flag Code, showing all due respect. June 14th is Flag Day, the perfect day to show your colors!

Victoria L. Collier, Certified Elder Law Attorney, Fellow of the National Academy of Elder Law Attorneys, Co-Founder, Lawyers with Purpose, LLC, Veteran of the U.S.A.F. and author of 47 Secret Veterans’ Benefits for Seniors…Benefits You Have Earned but Don’t Know About.

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Why? Because Why Works!

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Have you ever been to a coaching program that got you motivated, inspired, and excited? I've been in coaching for 14 years, and I always look forward to my quarterly days out of the office to reset my mind and declare a new path or continue to work on the path I've created. Last week I had the privilege of running my quarterly nation-wide program. How exciting! Over 75 people were in the room, but what made it compelling was not just the lawyer members, but their entire law firms came with them, and this was the third meeting.

Those who have not had the benefit of good coaching might wonder, what is the purpose of such a program? To make you think about things you would not ordinarily consider, that is, those things right in front of you that might be sabotaging or supporting your success. It’s meant to make you ask a powerful question: Why? Why am I not getting where I want to be?

This quarter's theme was perspective. Whose perspective are you in, and where does your perspective come from? Interestingly, it was a hardy conversation, but what many discovered that ultimately led to many great tears was how much we allow our past to impact our present and future. A simple bad or unpleasant experience paints us in so many ways that it prevents us from seeing some of the beauty that might be right in front of us. Being free of these past experiences allows a whole new possibility and a whole new vision of what can be. And it all came out from asking "Why?"

So, as you pause and reflect on your past and think of the things that draw energy from you rather than give you energy, take time to let go and understand that it was just a moment in time. It was just a series of circumstances that brought this issue about, and it was by no means a definition of who you are or what you are meant to be. So why do we have these conversations? Because asking why works. In fact, for a great read, I highly recommend the book First Ask Why. It is one of the most powerful books, leading you to find your purpose and value in life.

David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center (aka – estate planning attorney – just like you).

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Congratulations Jim Miskell – LWP Member of The Month

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What is the greatest success you’ve had since joining LWP?

Increased confidence. Basic estate planning has long been a part of my practice and I have wanted to make it my primary practice for several years. I took simple wills, powers of attorney, health care directives and trusts, but often turned away more sophisticated work because I felt I did not have the time to learn how to handle those cases with competence. Now, I know there is nothing that I can’t handle, especially with the LWP listserve at my back. Additionally, LWP has given me the confidence and tools to direct my marketing toward the kind of practice I wanted, but did not know how to execute.

What is your favorite LWP tool?

The Estate Plan Audit combined with the Vision Clarifier, because it focuses the client’s attention on their needs and wants–and then presents options. Typical estate planning results in the attorney collecting some information and then presenting the plan to the clients. In contrast, the vision meeting really does enroll the client rather than sell to the client.

How has being part of LWP impacted your team and your practice?

LWP has given us a way to quantify what we do and has improved our communication with one another. We are now conscious of, and intentional about, the way we spend our time and how that impacts our practice’s efficiency. We now work together to stay on task.

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Marketing: It’s Not All About You

Bigstock-Giving-and-Receiving-words-on-39123337-300x232The internet has transformed the buying process.

I was on a call this week with an SEO guy and we were having a conversation about online marketing strategy. We both said, almost at the same time, how we at times just hate to look at what others post on their social and blogs. We both saw the same problem: Most, if not all, of their content is all about THEM!

Your prospective customers are actively looking online for a solution to their problems. 85% of consumers are looking for businesses online. There are over 100 billion searches on Google per month. They are looking for someone who can take away their pain. 91% of the people say they find what they are looking for, and 3 out of 5 are doing the research from mobile devices or tablets.

So, what that means to you is that consumers are more educated about your services than ever before. If you look at this the right way, the meaning is clear: More marketing opportunities exist for you and your firm if you play your cards right!

What do I mean by playing your cards right? Well, give them what they want! Give them what they need from you – THE expert in the area. Make yourself the “Go-To Guy/Gal.” The way to do that is CONTENT. Content is King!

So, you have to look at your marketing content as if you were a publisher or author. That means you need to start writing about what you know, and how it is important to them. Ask yourself “What questions do my prospects always ask me time and time again,” and start writing about it. Give them the answer on your website, on your firm flyers and anything you hand out as promotional material. You need to give them valuable content, when they need it and where they need it.

What you can't do is make your marketing about YOU. Don't give them fact after fact about you. And don't give them fact after fact about the services you provide. Think of it in terms of a dinner party – Don’t be that guy going on and on about how wonderful he is.

If, instead, you can deliver your content by speaking to them and, more importantly, socializing with them through blogs and social media, people will look to you as the authority in your industry. And that is golden. If you want your marketing results to do something different, you have to do something different in your marketing. The web is dramatically influencing customer behavior and changing how your business connects with perspective clients and advisors online. The information available online today gives prospects the power they haven't had in the past. And it's predicted that this power will continue to grow. Because of this your web presence has to allow people to get to know you, connect with you and offer support and value. Making this difference is the new way of online marketing.

Roslyn Drotar, Implementation Coach at Lawyers With Purpose

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Learn A Foreign Language: The Language Of Appreciation

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“A thank you would be nice.”

“If he is going to show up 15 minutes late and then check his email during our meetings, why even bother?”

“I’ve worked here 7 years and he doesn’t even know my daughter’s name.”

64% of Americans who leave their job say they do so because they don’t feel appreciated. Something deep within the human psyche cries out for appreciation. The number one factor in job satisfaction is not the amount of pay but whether or not the employees feel appreciated and valued for the work they do.

Everyone always talks about communication — The best way to communicate, how to effectively communicate, yadda, yadda, yadda. Communication doesn’t mean a hill of beans if you aren’t communicating in the right language of appreciation.

We’re not talking about a touchy-feely concept here.

A book titled “The 5 Languages of Appreciation in the Workplace” does a great job of explaining how feeling appreciated provides employees with confidence and security. And employees desperately need that confidence and security. Working in a small business is an ever-changing world of constant uncertainty. Most team members are responsible for making sure things are followed up on and completed. They run around behind their business owners trying to catch things before they hit the ground and are often frustrated by the reliably inconsistent flow of information. To have confidence and security to brave the whirlwind that is working for an entrepreneur, team members must be communicated with in their language of appreciation.

This book identifies five languages of appreciation: words of affirmation, quality time, acts of service, receiving gifts and physical touch. Everyone leads in a different language; the key is to know your team members’ language so you can tap into it. If you are giving a gift card to a team member to acknowledge their hard work on a project, but that person’s language is quality time, they may be appreciative, but it won’t resonate and improve their confidence and security. Instead taking 30 minutes to sit down with a cup of coffee at Starbucks and just talk to them, without checking your email on your phone, would mean so much more.

The concept of languages of appreciation is simple to implement and essentially takes no time. All of us already try to show our employees, bosses and co-workers appreciation. Understanding this concept simply means that you will use the time you already devote to showing appreciation in a more effective way.

If you want to increase your team’s confidence and security, knowing that 64% of Americans leave their jobs because they feel unappreciated, read “The 5 Languages of Appreciation in the Workplace” by Gary Chapman and Paul White. It’s a quick, easy-to-read book. You can also take a quick quiz to see what your language is.

Laney L. Richardson, Implementation Coach at Lawyers With Purpose and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

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From New Associate To Old Hand In 90 Days

Bigstock-handshake-isolated-on-white-ba-13870262-300x183We’ve all had the uncomfortable experience of adding team to the bus. Those first few weeks and months of fumbling around, learning the dynamics of your new workplace, navigating coworkers’ (often competing) expectations of the team leader as well as the new hire – the uncertainty is uncomfortable, at best. At worst, if you don’t provide the guidance to progress, then the whole experience can be damaging if not destructive

It’s a difficult problem for an employer to navigate, and it’s arguably more difficult in the legal world. You are probably looking at an office full of Type A personalities, and simply tossing a new one in the mix is begging for conflict, and ultimately heartache.

The best firms, of course, have a plan to prevent this. They will thoroughly orchestrate a newly hired attorney’s first several months of training, often in well-thought-out phases that monitor progress toward the goals that have been established. The plan will cement the firm’s tools, processes, priorities and rules firmly in place within the first 90 days. If this sounds like your firm, then read no further; but if you could use such a plan, or if you need improvement on the training plan you have, email mhall@lawyerswithpurpose.com for a Complimentary Associate Attorney Training: 90 Days At-A-Glance™. Here are a few areas covered in our four-phase approach:

* Company culture: How to rapidly sync your new attorney into the workings of the company.
* “Going live”: How to involve your new Associate in daily meetings and other interactions.
* Marketing and relationship-building:

Getting your new hire on the track to producing revenue. Getting your new hires off to a good start is key to a well-run, productive practice and could be very costly if you’re not taking the right steps to incorporate your new associate into your team.

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

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A Day To Remember A Life

Bigstock-Memorial-Day-Cross-And-Ribbon-4890443-240x300Memorial Day means something different to each of us. The holiday itself was created after the Civil War in remembrance of the military men and women who died while serving in the Armed Services. This is a distinction from Armed Services Day, also in May, which recognizes those individuals who are currently alive and serving in the military and from Veteran’s Day which honors everyone who has previously served in the military, both dead and still alive.

Today, many people cherish Memorial Day because it is a three day weekend that connotes summer begins. For others, it means school is out. Time to go to the beach. Time to hit the malls for the weekend deals.

Time to spend with family. When spending time with family, especially older parents who we have not seen in a while, it reminds us we are not getting any younger. We may also notice a change in our parents’ abilities or behaviors. Sure, dad may be able to tell you stories of when he was in WWII or Korea, but can’t remember that he just asked you the same question four times.

In the film, Memorial Day, released in 2012, a 13 year old boy finds his grandpa’s WWII footlocker. The writers successfully use flashbacks and flash forwards to parallel grandpa’s experience with the boy’s future military experience in Iraq. How can you use this weekend to reflect back, memorialize the experience of those who have come and gone before you, and look forward to ensure your life continues or becomes what you want it to be? Watching the movie with the whole family this weekend may be a special way kick off the Memorial Day celebrations.

As Lawyers With Purpose who have the benefit of counseling with family of military service members who have died while serving their country, we have the unique ability to share information about the benefits available to widows of wartime veterans. Together, through the sharing of stories and possibilities, we keep the veteran and his or her legacy alive. Who will you be remembering this weekend? How have they impacted your life?

Victoria L. Collier, Certified Elder Law Attorney, Fellow of the National Academy of Elder Law Attorneys, Co-Founder, Lawyers with Purpose, LLC, Veteran of the U.S.A.F. and author of 47 Secret Veterans’ Benefits for Seniors…Benefits You Have Earned but Don’t Know About.

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Reasons NOT To Disinherit A Beneficiary With Special Needs!

Bigstock-Do-Not-warning-sign-bitmap-co-13936895-300x300Disinheritance is an outdated and incorrect approach to securing the future of persons challenged by disabilities.

I continue to be amazed (and dismayed) at recent reports by prospective Special Needs Planning clients that other professional advisors have recommended disinheriting a beneficiary to allow that person to maintain his eligibility for means-tested government benefits (such as Medicaid and Supplemental Security Income). Estate planners (and other allied professionals) who recommend the disinheritance of a beneficiary with a disabling condition often do so because they are unfamiliar with Special Needs Trust planning. Although they have a vague understanding that it is inadvisable for a variety of reasons to make an outright gift or bequest to a person with a disability, many traditional estate planning professionals are reluctant to develop new expertise in this complex emerging area of the law.

Rather than developing a proficiency in this area, or aligning themselves with co-counsel who can provide the necessary expertise, they recommend that the beneficiary with special needs be disinherited and provided for informally by other family members, typically adult siblings. Estate planning attorneys are increasingly held liable for legal malpractice for their lack of proper advice on how best to address the special needs of a beneficiary with a disability.

Do not leave the share of the person with special needs to another family member on an informal basis.

Able-bodied family members may claim that they are willing and able to manage on an informal basis the funds designated for the beneficiary with special needs. However, such a precatory arrangement cannot typically be legally enforced. The donee of the funds could maliciously withhold the benefits of the designated funds from the intended beneficiary, leaving the beneficiary with no legal recourse (and no funds to pursue any remedies).

Even well-intentioned family members may ultimately fail to manage designated funds for the benefit of the intended beneficiary with special needs. If the donee of the designated funds commingles the assets with his own, and thereafter (i) files for bankruptcy, (ii) becomes party to a divorce proceeding and a subsequent equitable division of property, or (iii) fails to pay his tax liabilities and becomes subject to a tax lien, the funds designated informally for the beneficiary with special needs could be dissipated entirely. These are but a few of the most common creditor traps that defeat the intention of clients trying to secure the future of beneficiaries with special needs.

A similar result could ensue if the donee of the funds set aside informally for the beneficiary with special needs predeceases him and (i) dies intestate with heirs-at-law that include persons other than the intended beneficiary, or (ii) dies testate but fails to make proper arrangements in the Will for the ongoing management of the funds for the benefit of the intended beneficiary. Since an estimated 70% of the population dies intestate, this is another very common flaw in a client’s plans to provide for beneficiaries with special needs. Although members of Lawyers with Purpose know that the Special Needs Trust is the cornerstone of securing the future of beneficiaries with disabling conditions, many allied professionals still render the outdated and incorrect advice described above.

Even in this Internet Era, where there is much accurate information on Special Needs Trust planning readily available to professionals and consumers alike, old (and incorrect) practices die hard! Feel free to forward this blog anonymously to someone you know who might still be dispensing this antiquated counsel. (That person – and his malpractice insurer – will be most appreciative!)

Kristen M. Lewis, Esq., Member of the Special Needs Alliance and Fellow of the American Academy of Trust and Estate Counsel.

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Boom Town Talk Radio with Victoria Collier & Retired NFL Player Jamie Dukes

Bigstock-Radio-Console-49522441-300x199On Saturday I had the privilege of being interviewed on Boom Town Talk, hosted by retired NFL Player, Jamie Dukes, Lee Lambert, and Melinda Davis.

BTT’s purpose is to provide relevant information to Seniors (the 50 plus population) as part of the Put Up Your Dukes Foundation’s health and wellness strategy. My portion of the interview discussing the relevance of Elder Care Attorneys, begins at 7:15 minutes into the interview and ends at 16:50. As part of the interview, we discuss when a person should begin planning for long-term care and estate planning, plus the top three things to remember when planning.

Click the link below now and play to learn.

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