THOUGHT OF THE DAY 571

August 28, 2015

Does your law firm, CPA firm, and financial advisory firm practice a “caring for clients” model or approach? If you take sixty seconds to consider this, you’ll know the answer. If the answer is “no”, your estate or eldercare plan is directly on course for failure. Integral parts of a professional caring for clients model include follow up, education, updating, and on-going attention to fine details and nuances – the keys to planning success.