In light of the legal and ethical obligations that lawyers face to protect their clients’ data, defining the exact scope of what those protective measures are can often be challenging. In some cases, statutes and regulations define that standard in terms of positive results to be achieved, such as ensuring
While some states consider an IRA to be exempt resource, in most states this type of asset is countable and must be spent down. This may leave clients facing the complicated question of how to best spend down their retirement accounts. If the client chooses to liquidate the retirement account,
Today’s Business Reliance on Electronic Data and the Expanding Threat Most, if not all data that businesses utilize throughout day-to-day operations is created, processed, and stored in electronic form. Technology has completely transformed the way companies conduct business and has introduced numerous benefits, including cost savings and increased productivity. Despite
Dave Zumpano, LWP Founder and CEO, was recently interviewed for Authority Magazine. “Law school primarily prepares lawyers for the practice of law. But leading or starting a law firm requires so much more than that. It requires the entrepreneurial skills that any CEO would need to run a business; How
We cover a lot of ground at Practice with Purpose events—so you and your team can hit the ground running when you get back to the office. If you haven’t been to PWP for a while or you have new attorneys or team members that have never experienced PWP, here
What Is It The Estate Plan Advisor is Guidr’s newest lead-generation tool. It is a series of questions asked to the client to determine what is important to them. This is similar to LWP’s Estate Plan Audit, often conducted at the Vision Meeting. Based on their answers to these questions,
Dave Zumpano, LWP Founder and CEO, was recently interviewed for Authority Magazine. Take a look at the inspiring article.
Lawyers with Purpose Founder and CEO, David Zumpano, Esq. was a recent guest on the Profit with Law Podcast, hosted by Moshe Amsel. Together, they discuss the key aspects of growing a law firm, including tips from keeping a proper mindset to converting to value-based pricing. Listen Now
One of the many benefits of being an LWP Member is the opportunity to interact with, and learn from, fellow Members in conjunction with the LWP team. We created Member Power Hour to provide you with twice-weekly educational and mutual support events to help you grow your practice. It’s an
A members–only section on your website can allow enrollees in your maintenance program to sign up for exclusive events, download videos of workshops they might have missed, and more. It also allows you to generate revenue through advertising (as does your newsletter). How? By offering companies that provide services of interest
Your maintenance program will help you forge solid bonds with your clients and members of your clients’ families. Consider the latter for a moment. Inviting family members to social events, encouraging them to attend review meetings and workshops, providing counsel to the family following a client’s incapacity or death… all of this allows you
The TLC™ Estate Plan Maintenance & Fee Guarantee Program offers all of the services listed below. Remember: This information is intended to provide you with an idea of what a maintenance program can offer. Your program must reflect your clients’ needs and your firm’s capabilities. The TLC™ Estate Plan Maintenance & Fee Guarantee Program EPLC includes:
