The start of a new year often means setting goals to improve your business and increase your firm’s revenue. There are many ways to reach these goals, such as gaining new clients and adding new services. However, it is important that you not overlook your existing client base as a source of growth. One way to leverage your current client base and provide them with maximum value is to institute a client maintenance program. Establishing such a program can improve your client relationships, allow you to provide better service, and generate consistent revenue for your law practice. Read on to learn about client maintenance programs and how to establish them.

Rising inflation has led the US government to increase the estate and gift tax exclusion amounts for 2023. This is a perfect time for estate planning attorneys to talk to their clients about taking advantage of innovative strategies, while keeping an eye on larger changes that are coming at the end of 2025. Keep reading to learn the new amounts and ideas to help your clients. 

From the enactment of the SECURE 2.0 Act to the issuance of a proposed rule on access to beneficial ownership information under the Corporate Transparency Act, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.