What if What You Want Will Cause Your Family to Fight?
Someone recently asked me to share a lesson or two that I learned early on as an estate planning and elder law attorney that still impacts how my team and I work with our clients today.
Let me first say that I love learning. And as professionals, we should always have that mindset — even as time passes and we get 20 or 30 years of experience under our belts. There are always opportunities to be better at what you do, improve how you take care of clients, and learn from situations you could have handled differently in the past.
But to answer the question: One lesson that still sticks with me today is to make sure that if a client is coming up with a plan that I do not think will work well in the future, it is important to be honest and tell them!
To learn more, read Leigh's full blog post
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