Rachel

In a recent ElderDocx update, we added four more scenario interviews. We encourage you to log in and view the scenario interviews for:   Qualified Income Trust Fee Agreement Medicaid Asset Protection Letter Veterans Asset Protection Letter In addition, we updated the nonstatutory power of…

Are you converting enough leads into clients to support revenue growth in 2020? You might be missing the opportunity to help families because you do not have a plan for talking to potential clients about their problems and what motivated them come to your office.…

The latest edition of the ElderCounselor newsletter is now available. The topic is "Trends in Retroactive Medicaid Coverage." The ElderCounselor is a bi-monthly newsletter available to all ElderCounsel members. Content is provided to you via a Word document allowing you to easily customize and drop…

Today is Veterans Day. Take a moment to honor all those who have served our country. As a practicing VA Pension Planning attorney, this is the perfect time to acknowledge your Veteran clients personally. Take them to lunch. Send a fruit basket or flowers. Mail…

Every practice is different but one thing doesn't change—the need for new clients and referrals. We find the solutions that work for you and will help your business see the best return on investment. Services range from technology development, online presence, advertising, seminar creation &…

As you may know from previous Bulletins, October is Special Needs Planning Law Month. But did you know the 3rd week in October is National Estate Planning Awareness Week? We think it's equally important to let seniors know the importance of planning with an elder…

Advanced VA Pension Planning Webinar Tuesday, October 29, 12:00-3:00 p.m. ET CLE: 3 hours Satisfies bi-annual continuing VA CLE eligibility requirement for attorneys in all 50 states. REGISTER This 3-hour advanced VA pension planning webinar will focus on the new eligibility rules, how they will…