Treat Yourself

There's a little book of 84-pages now out in paperback, The Time is Now: Choose Your Trustee Wisely by Michele Moore, that is a user-friendly guide to fiduciary appointments and could be very useful in a client introduction packet. The Time is Now (which Moore self-published through Authorhouse) could give grantors a much-needed perspective of potential problems before they make their estate-planning

Irina S. Shea | Jul 01, 2008

Resources

There's a little book of 84-pages now out in paperback, The Time is Now: Choose Your Trustee Wisely by Michele Moore, that is a user-friendly guide to fiduciary appointments and could be very useful in a client introduction packet.

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TAGS: High Net Worth Archive

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