Tag Archives: Clients

How Clients Can Help Their Family Law Cases

New clients often ask their lawyer how they can help ensure a good result in their divorce and/or custody cases.  The following tips from Jeanne M. Hannah can help clients obtain good results and often save money in their cases: … Continue reading

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Where Should You Deposit Fees Paid by Clients?

Effective November 1, 2018, the State Bar of California has amended California Rules of Professional Conduct 1.15 (former Rule 4-100) to establish new rules on handling flat fees. Under Cal Rules of Prof Cond 1.15(a), all funds received or held by … Continue reading

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Don’t Allow New Accounts to Catch Clients Unaware

As a financial advisor, what could be more important than the financial health of your clients?As you know, a comprehensive trust-centered estate plan allows your clients to provide for loved ones, affording them immense peace of mind. But, estate planning … Continue reading

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Central NY Injury Lawyer Warns Clients About Posting, Texting, and Emailing: Your Right To Privacy Has Vanished!

As a longstanding NY personal injury lawyer, I have seen my clients’ right to privacy disintegrate over the years.  And just when I thought it could not get much worse, it got worse. Let me tell you about it. First, … Continue reading

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Advisor George McCaffrey Accused of Selling Unapproved Products to Clients

According to BrokerCheck records kept by The Financial Industry Regulatory Authority (FINRA) advisor George McCaffrey (McCaffrey), formerly associated with NTB Financial Corporation (NTB Financial), in September 2018, was sanctioned and suspended from the securities industry by FINRA over accusations of … Continue reading

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