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The Tax Implications of Windsor, for You and Your Clients

by Jonathan A. Espinola and Rachel M. Blunk

Jonathan A. Espinola

Rachel Blunk

The story behind the landmark ruling began simply when Edie Windsor met Thea Spyer in 1963.  Thea proposed to Edie in 1967 with a diamond broach.

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3 Ways to Pay for Your Long Term Care

by Pat Murphy

Pat Murphy

None of us want to think about it, but it is a generally accepted fact that 70% of people over the age of 65 will need long term care at some time in their lives.  According to a Genworth survey, the average annual cost for nursing home care in North Carolina in 2013 was $77,451.

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Estate Portability Update – New IRS Procedure Grants Relief for Missed Elections

by Laura Loyek

Laura Loyek

Lawyers Mutual has discussed the estate tax “portability feature” in a prior alert and newsletter article.  This portability provision can be a great benefit to clients because it enables a surviving spouse to take advantage of the unused portion of the deceased spouse’s estate tax exclusion.

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Support for Your Staff

Practice management tips

What’s Hot – Quick Ways to Get Things Done

by Pegeen Turner

Pegeen Turner

We spend a lot of time looking for the next new app or gadget that can save us time, produce documents quicker, and get things done faster.  But do you realize that some great tools are sitting right in front of you?

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Lawyers Mutual Partners With Solo Practice University

Lawyers Mutual is excited to announce our new partnership with Solo Practice University a web-based educational and networking community serving solo lawyers and law students.

Solo Practice University combines the benefits of an educational community, legal blog, a professional network and a legal conference. Teachers who are well-known and highly regarded in their fields, including several North Carolina attorneys, teach through a variety of methods: video, podcast, and live lectures.

View video lessons on substantive law issues (Advanced PI Practice, Appellate Practice and Procedure), technology (Introduction to e-Discovery, Virtual Law Practice), marketing (Fixing Your Fees, Fixing Your Practice) and work-life balance (Conquering the Bar Exam, Freelance Lawyering). Learn through blogposts and articles, as well as participate in the virtual community through list serve discussions.

Learn more about how this Lawyers Mutual partnership can benefit you.