“Thought for the Day” #700 – by Stephen R. Elville, J.D., LL.M.

April 7, 2016

Organization is not just a personal function in estate planning and elder law, it is also a professional function.  Your planning team consisting of attorney, CPA, and financial advisor, should collectively be working together to facilitate the organization of your planning life.  Clients should expect and demand such cooperation, including the ability to utilize advanced organization tools such as Everplans.