Tips on Building Your Estate Planning Practice
We all face the difficulty of filling in the gap between what attorneys learn in law school and what they need to know in the real world of running a law firm. Specifically, running a law firm like a business. New and transitioning attorneys want to learn the foundations of building a successful es…
Why Elder Law Is Your Next Big Opportunity
During Estate Planning Awareness Week 2017, Insight Briefs takes a look at a niche market opportunity that every estate planning attorney should know about. Elder law presents an invaluable opportunity to meet the needs of aging clients and puts meaningful plans in place to serve this growing and u…
How to Market Your Firm Using Social Media
Social media has been part of our daily lives for nearly a decade. At first, many lawyers were skeptical, believing that social media offered little value to their practices, but over the years, we can all admit that it has become a part of everyday culture. Many attorneys have delegated social med…
The Equifax Breach: Getting serious about law firm cybersecurity
Given the recent Equifax security breach and devastating natural disasters, cybersecurity is a crucial concern for attorneys now more than ever. More than a technology issue or a misspelled word in a clause, it’s one of the biggest risks that law firms face in this digital age. Key areas of concern…
What Attorneys Must Do to Survive in a Digital Age
Today’s law firms are not immune to the constant changes in modern day technology. Clients have more options, more resources, more knowledge, and to be blunt-- they have the Internet. If they do not like the way they were greeted, the kind of services you offer, or the way your documents look, clie…
Retirement Savings Rules Have Changed: Unpacking the SECURE Act
The SECURE Act, signed into law at the end of 2019, is the most significant new legislation affecting retirement investing in more than a decade.
In this illuminating conversation, Vice President of Wealth Services Patrick Carlson sits down with Vice President Bob Lepson and Account Manager Geoffr…
Patrick Carlson, Iota Kappa (Greeley)
On the newest episode of “The Shared Experience Podcast,” hosts Zorth and Gary interview four-time Pi Alpha and current Ability Experience staff member, Patrick Carlson, Iota Kappa (Greeley). Carlson completed Journey of Hope in 2017 and 2018 as crew member and project manager and then Gear Up Flor…
08/18/2025 Patrick Carlson
Patrick Carlson, a cartoonist and illustrator, discussed his journey from creating his first comic strip at age 11 to his current work, including Georgia football cartoons and children's books. Patrick shares the importance of faith in his career, noting that trust in God is crucial during challeng…
235. Estate planning for all, with Patrick Carlson
Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect the people and causes that matter most. In this episode of Future-Proof, we sit down with Patrick Carlson, Associate General Counsel for Estate and Tax Product at Vanilla, to explore how simple planning steps can bring…
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Show notes
00:00:00 - Speaker 1: No one would ever write a blog post or a book by
hand or on a typewriter in 2023. Yet reading still pretty much takes
place in the physical world, at least nonfiction, 90% of nonfiction
re…
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
