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Month: February 2010

When Grandma won’t leave…

I met with Frank and Joy the other day and they described a problem that is not only very common but more and more of my clients are wrestling with the same issue. So I thought I would share their story.Grandma is a feisty, spirited personality who has been living in...

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The “Envelope” Please…

One of the largest and most respected attorney organizations in the country is called WealthCounsel. They just released their Third Annual Survey of Industry Trends and there were some "Ah-ha's" and interesting results that I thought you might be interested in hearing...

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