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, […]

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 […]

Never enough time out of the office to drive your Ferrari™? You don’t have a Ferrari? Keep reading my posts and you might be able to afford one if owning one is your goal. Time is the one commodity that we cannot escape as it wages battle with us on a daily basis. We never […]

The title of this post is the lament of many clients who have passed through my door. Why do people feel this way? What is there about probate that stirs negative emotions of so many people? When asked, “What is there about probate that you wish to avoid?”, the responses are predictible.  “It costs too […]