Krause Financial

28/08/2026

When you think of AI in legal work, you may think of how it can improve your workflows, reduce routine work, and more. However, AI is now moving the starting line of client acquisition. 🧑‍💻 Here's how your prospective clients are using AI, and how you can prepare. 👇

Wayne Hassay | Currently, much of the legal profession’s AI focus concerns what happens after the work reaches the lawyer. Something that merits more attention is how AI is poised to change client acquisition.

27/08/2026

We're filming our next episode of Industry Insights today, and you won't believe who stopped by! 🐶 Stay tuned for all the action with Tula and Collin (and Scott, too). 🎬

27/08/2026

What sets Krause Financial apart? 💡 According to Collin, it's the people and the culture. When a tough case comes in, nobody is on their own. Everyone brings their experience to the table, and better answers come out the other side. That's the kind of team we're proud to be. 🤝

26/08/2026

For many families, the biggest shock isn't selecting a long-term care facility; it's realizing how quickly their savings can disappear once long-term care becomes a necessity. 💡 As a professional in the elder care space, it's important to ensure your clients know they still have options. 👇

How to protect savings from rising long-term care costs

25/08/2026

Short-term care insurance (STC) is quickly becoming a very popular product. Do you know how to position it to your clients? We're here to help! 🤝 Learn more about what it looks like to work with us. 👇

Discover who we are and how we help attorneys provide asset preservation solutions and streamline their long-term care planning cases.

24/08/2026

As an attorney, you may find that many clients are unclear about the difference between Medicare and Medicaid. 🤔

One common assumption (sometimes faced well into a care crisis) is that Medicare will cover an extended nursing home stay. Unfortunately, it won’t. Here's how you can clear things up. 💡

Are your clients confused about Medicare and Medicaid benefits? Learn how to help them understand how each program fits into long-term care.

21/08/2026

Every case is a puzzle. 🧩 Taylor walks through what it actually takes to build a Medicaid plan. Every state has different rules, every client has a different financial picture, and every plan has to be built specifically for that situation. That's what makes this work challenging and genuinely rewarding. 💡

20/08/2026

The recording of our latest webinar is available on demand in Attorney Access. 🧑‍💻 Planning for individuals and families with disabilities requires a specialized set of tools. Make sure you don't miss out on this crucial information. 👇

Join Jim Wolverton, J.D., as he provides an overview of the fundamentals of special needs trusts and how they can help those with disabilities.

19/08/2026

Nearly half of full-time workers are balancing their careers with unpaid caregiving responsibilities. ⚖️ For employees caring for an aging loved one, the demands can be difficult but often invisible in their workplace. Here's what you should know about these clients. 👇

Unpaid caregiving responsibilities are straining millions of workers, jeopardizing their career growth and financial security. Here's why, and how employers can help.

19/08/2026