The Freedom Practice

07/11/2024

EP/Probate associate attorney needed. 35 years ago the most fortunate event occurred in my career when John Sheppard hired me into his boutique firm that his father and uncle started in 1924 - a century ago.

I came from a large multinational firm. Over the course of my career - which continues and will do so for a number of years - I’ve excelled, earning more than I ever dreamed of while maintaining a healthy work life balance throughout.

I’m the senior partner, also run The Freedom Practice coaching group group for EP attorneys, and sit on the editorial advisory board for Trusts & Estates magazine.

We’re developing AI, constantly updating our systems, processes, and educational content to provide an exceptional client experience. We value a collaborative approach. I feel fortunate that we have a great team of paralegals and support staff in place.

If you’re looking for a fulfilling career having direct contact with A+ clients in a boutique Florida law firm, with qualified board certified attorneys who will mentor you, ours is the place. Send me an email at [email protected].

04/04/2023

Happy Passover & Easter!

We're dedicated to providing you with innovative systems, cutting-edge technology, and exceptional teamwork tools that will make your practice rise above the rest in the increasingly commoditized world of Trust & Estate Planning. 🚀

Contact us today to discover how we can work together to create a bespoke strategy that will set your practice apart from the rest, ensuring long-lasting success and growth for your business. 💼🌟

LEARNING CENTER Videos Blogs Podcast Articles VIDEOS TOP 5 PRIORITIES OF AN UNDERSTAFFED OFFICE CRAIG R. HERSCH Running a practice … Learning Center Read More »

01/10/2023

12/20/2022

The Freedom Practice will be presenting in Orlando at the 57th Annual Heckerling Institute on Estate Planning!
Attorneys - please join us for breakfast, where we talk about how to convey client value BEFORE you deliver it!
Visit https://4freedompractice.com/heckerling/ OR stop by Booth 136 during the event to sign up,

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12/16/2022

What is the difference between being "reactive" and "responsive" in the workplace?

In this week's blog, Craig R. Hersch discusses the value of making intentional decisions to achieve the best outcome.

http://ow.ly/e9qv50M5Jip

11/11/2022

The Freedom Practice would like to extend our sincerest gratitude to those who are serving and have served.
Happy Veterans Day!

10/24/2022

https://www.sbshlaw.com/hurricane-assistance/

Hurricane Ian left many people in Southwest Florida with damage to their homes and vehicles.

We have established a network of colleague firms who we trust to assist our clients who have problems with their insurers.

04/15/2022

What financial advisors need to know about crypto taxes:

Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.

04/01/2022

Harvard Professor Howard Gardner once argued that what makes a leader is the ability to tell a story that explains ourselves to ourselves. These stories can give a group or family a shared identity and sense of purpose.

What is the story you want to leave your family? How will you leave a legacy for them to carry on? Craig R. Hersch elaborates in this week's Will Power.

Howard Gardner, professor of education and psychology at Harvard University, writes many books on leadership and creativity. One book, Leading Minds,

03/29/2022

With technology continually growing, there are now several options to go to for help managing retirement accounts and estate plans. This article explains some of the new companies and services that Estate Planning Attorneys should be aware of.

Services that help manage a loved one's finances or aid with your estate planning, and tech companies trying to modernize pension and annuity products.

03/25/2022

Contrary to what many may think, living wills are not documents that leave assets and property to your loved ones. They actually include very important healthcare decisions. Craig R. Hersch explains in this week's Will Power.

I’ve received several questions about living wills. Living wills are not documents that leave assets and property to your loved ones. Those are “Last Will

03/18/2022

In this week's Will Power, Craig R. Hersch discusses estate tax exemptions and generation skipping transfer (GST) taxes, and how they can be effectively applied to an estate plan.

A perplexing issue for many clients planning their estates surround the federal estate tax exemptions. Currently everyone has an exemption of $12.06