Estate Planning Attorney Promotes Client Maintenance Program
Lawyers USA › September 16, 2010
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Summary
Vincent E. Bonazzoli thinks he has the solution to one of the biggest problems facing estate planning lawyers - keeping clients' plans up to date.
Many clients, even wealthy ones, pay an estate planning lawyer to prepare their wills, trusts and other documents. And they never come back.See the full content of this document
Extract
Estate Planning Attorney Promotes Client Maintenance Program
"Even though people create a plan, the reason why it fails in the end is because they've never updated it," said Bonazzoli, principal of Family Estate Planning Law Group, a two-lawyer firm in Lynnfield, Mass. "They ...
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