New Year’s is a time for resolutions, and estimates are that a person-3rd of Us citizens will make a money resolution. Why not persuade purchasers to make people resolutions about their estate plans? Here’s a sample letter you can adapt and use, encouraging shoppers to consist of estate-scheduling resolutions in their […]
resolutions
Settled: You will greater realize your clients’ brains — and your possess. The temporal landmark that is the new 12 months is a prime springboard for building plans to pursue a target or improve a conduct. No matter if bold — I will retire by age 50 — or modest […]