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From the Legal Bar to the Health Bar

The greatest (and least discussed) internal and external threat to an estate plan and our careers.

Almost 10 years ago, I met with an elderly and very successful new client who today is one of my closest friends. Within the first 30 minutes of our initial meeting, he asked me if I consistently exercised. He then asked me if my parents were living, and if they weren’t, how old they were when they died. After hearing that my parents were still living, he then asked me how old my grandparents were when they passed away. And, he inquired about my family’s general health histories. I was

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