Category Archives: Legal practice

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

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

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!

  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 Free Automated Estate Planning Platform for New England Lawyers – Coming Soon

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

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Small Practice Management – Balancing Appointments, Signings and Cashflow

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

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

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Planning for Pets

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

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

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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THIS IS SERIOUS…

As Ming Ming on the Wonder Pets says (I am  the parent of 2 toddlers), THIS IS SERIOUS…a ten year lookback period for MaineCare Planning, block grants (when the State’s money runs out, MaineCare eligibility runs out). The long-term care … Continue reading

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Clio is great but have you considered Actionstep?

I have been a Clio user for about 6 years but recently made the switch to Actionstep.  http://www.actionstep.com.  The move has been expensive, relatively, both in terms of cost and time, but we think in the long term the investment … Continue reading

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