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    • assets subject to probate

      Probate assets refer to any property (“asset”) owned by a decedent that must go through probatecourt to be transferred to the people who will ultimately inherit them. Probate is an expensivepublic proceeding, so if you want to maximize your estate and/or keep ownership of assetsprivate, note the common types of assets that typically go through…

    • lump sum payments

      If you are receiving a lump sum windfall, such as a lawsuit settlement, and you receive eitherSSI or Medicaid (or both), you will be temporarily cut off from your benefits until you re-qualify. You can avoid this cut off by contacting an attorney to take certain legal steps that willprotect your windfall and allow you…

    • power of attorney

      When I was 15, I was in a car accident that hospitalized me for 6 weeks. Because I was a minor, the doctors treating me could legally communicate freely with my parents. Had I been 18, the doctors could not have spoken with my parents without a power of attorney in place. Our firm’s strong…

    • selling a house you love

      My dad was diagnosed with Parkinson’s when I was in law school, and as it became clearer that he was a fall risk – and too stubborn to stop going up and down stairs – we decided that it was best to sell the house where me and my two brothers grew up.  The house…

    • law firm software

      Prior to law school I worked in consulting. My job was leveraging automation and digital tools to replicate time-consuming redundant tasks for privilege and discovery teams on a nationwide litigation effort. I used VBA, SQL and Acrobat to save $180,000 across a single team. My skills in this area have allowed me to operate a…

    • what we love about actionstep

      Three things in life are inevitable: death, taxes, and practice management software.  Well, the third is only inevitable if you practice law… the moment you get sick of spreadsheets to keep track of your client matters is the moment you realize it’s time for practice management software.  If you’ve been to a law seminar or…