Category Archives: Legal practice

Solo and small firm practice blog with a focus on estate planning practice.

The Covid-19 Testamentary Work Around – The Holographic Will

Posted on March 26, 2020 by Smilie G. Rogers

Simple pour-over holographic wills offer a witness free alternative to an in-person Will signing in states that permit this. Continue reading →

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NEEP Adds New Automated Documents

Posted on January 7, 2020 by Smilie G. Rogers

New England Estate Planning will offer free automated planning documents to registered attorneys. Continue reading →

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An easy and affordable staff management tool for estate planning attorneys… Hello Trello!

Posted on October 18, 2019 by Smilie G. Rogers

An easy and affordable task management tool for estate planning attorneys… Hello Trello! Solo and small firms can both benefit from Trello, which offers an easy and affordable solution to the “too much to do and track” problem that we … Continue reading →

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Increase your office efficiency by 90% but wait, there’s more… and don’t forget to pre-register!

Posted on October 11, 2019 by Smilie G. Rogers

  According to some reports, automating your practice can increase office efficiency by up to 90%. That’s an impressive number.  While I agree that automating your practice can significantly increase your office efficiency, what I appreciate just as much is … Continue reading →

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Announcing a New Automated Estate Planning Platform for New England Lawyers – Coming Soon

Posted on October 2, 2019 by Smilie G. Rogers

Over the past several months I have been kicking into high gear a dream of mine; to create a free, yep – well, mostly free, automated estate planning platform for lawyers.  Over the years, one thing after another has prevented … Continue reading →

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Small Practice Management – Balancing Appointments, Signings and Cashflow

Posted on May 15, 2019 by Smilie G. Rogers

There was a time when I took calls and scheduled my own appointments.  As a solo, that an easy way to save money.  As my practice grew, there came a time when I could have shed that role but retained … Continue reading →

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SJC rules on Nadeau and Daley Cases

Posted on May 30, 2017 by Smilie G. Rogers

See https://mirickoconnelltrustsandestateslawblog.wordpress.com/2017/05/30/sjc-rules-on-nadeau-and-daley-cases/.  

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Planning for Pets

Posted on May 30, 2017 by Smilie G. Rogers

I was recently quoted in the Bangor Daily News in an article A Trust fund for a pooch? .  From time to time I do have clients interested in planning for their pets, though it is not a frequent request.   Thankfully … Continue reading →

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Age 70 1/2 Confusion for Retirement Accounts

Posted on February 23, 2017 by Smilie G. Rogers

This article from the Slott Report, https://www.irahelp.com/slottreport/age-70-%C2%BD-confusion-retirement-accounts, concisely explains the rules regarding when you have to take your first Required Minimum Distribution. Besides the Slott Report, another great resource for retirement planning is Appleby Retirement Consulting Inc. http://iraeducationcenter.com. Of course, … Continue reading →

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Nadeau v. Thorn, MA SJC-12205

Posted on January 28, 2017 by Smilie G. Rogers

MA Supreme  Judicial Court appeal hearing in Nadeau V. Thorn. 1-5-2017.  http://www.suffolk.edu/sjc/archive/2017/SJC_12205.html Summary: Administrative Law; MassHealth Benefits– Whether the settlor is entitled to MassHealth long-term care benefits where the settlor’s former residence is held in an irrevocable trust. This is an … Continue reading →

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