Everybody gets the same 24 hours in a day. Few people get maximum efficiency out of this resource, but that’s not always their fault. If your firm uses outdated attorney software, there’s no question your associates’ working hours – and their talents - aren’t being used to full effect.

Trusts are taxed differently than individuals and are subject to different tax guidelines. It is important for estate planning professionals to be mindful of the tax implications of trusts and to work to ensure that their clients’ assets receive the best available and most appropriate taxation per the IRS guidelines.

A key element of estate planning is to remember that  ‘things change.’ Assets today might not be available down the road. At the same time, assets might grow and require money to be moved around or reallocated when a spouse passes away.