How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

TIP SHEET
5 Tips to maximize your life insurance
Insurance products change constantly, and so do your finances and family circumstances. When was the last time you reviewed your life insurance policy?

If you have not reviewed your policy for a while, it may be time to sit down with an insurance professional to determine whether any updates are necessary to get the most out of your policies. You may even discover new insurance products that better fit your needs, budget and financial goals.


How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

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GET THE CHECKLIST

Key Contact

Jared Kornfeld

Jared Kornfeld

Director of Insurance Solutions

Fort Lauderdale