Are you looking for business in all the wrong places? Sometimes you are doing a great disservice to your clients if you aren’t offering a maintenance agreement in conjunction with their estate planning services. A True Story A number of years ago while I was working as a regional sales manager for a Japanese company, […]
Chance Meeting At The Vatican
A True Story Several years ago, one of my younger brothers had just completed law school (it runs in the family). As a treat to himself, he traveled to Europe and to Italy where my grandfather was born. In the course of his travels he found his way to the Vatican and while in the […]
Estate Planning Basics: (2nd Installment); I Want To Avoid Probate!!
The China Cat Syndrome Often, the problems associated with “probate” are really the product of confusion on the part of the recipients of the testator’s bounty. One story I often share with my students concerns a china cat which was located on the window sill of the mother’s home. Mom had three children, two daughters […]
Is Your Client A “20 Footer”?
A True Story Last Fall, I participated in an auto auction in which over 2,000 antique and classic cars were sent through the auction. It was one of those national auctions that are televised. And some of the cars that go through the auction are incredible. It can be a great way to buy a […]