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Who and What Inspired the Successor Trustee Guide
(Part of the introduction to Adventures of a Successor Trustee. Coming soon to a bookshelf near you.) There’s frequent reference to “we” in this guide so let’s start there. We began as my sister and me because we handled our mom’s trust together. One reason we worked together was that’s how we tackled most major [...]
New Rules for Voicemail
In the old days there were two schools of thought about voicemail. One said don't leave voicemails -- just keep calling until you reach a person. This had its strengths for a while but now few prospects answer calls from unidentified or unknown numbers. Instead, most wait to see if a human left a voicemail which [...]