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 […]