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A Little Effort Finds a Missing $10,000 for a Client

Three years ago, after a Texas woman’s ex-husband died, she got a call from her children telling her that they thought she was owed assets from his estate. 136 more words

Practice Management

A Little Effort Finds a Missing $10,000 for a Client

Three years ago, after a Texas woman’s ex-husband died, she got a call from her children telling her that they thought she was owed assets from his estate. 136 more words

Practice Management

A Little Effort Finds a Missing $10,000 for a Client

Three years ago, after a Texas woman’s ex-husband died, she got a call from her children telling her that they thought she was owed assets from his estate. 136 more words

Practice Management

I Don't Know Everything

Have you ever called an office, asked a question and the answer is….

“I don’t know.”

When you answer the phone in any business the person on the end of the line expects you to know everything. 414 more words

Workplace discrimination law

(From the BMJ Learning module)

Legally, there are six types of discrimination:

1. Direct discrimination: Because of a protected characteristic, a person is treated less favourably. 133 more words

Practice Management

Making the Most of a Questionable Annuity Investment

A retired physician and his wife, both in their 70s, were increasingly concerned over their current financial plan. A few years earlier, the couple had been sold a variable annuity initially worth $800,000, almost 85% of their total net worth. 120 more words

Practice Management