The much-ballyhooed SECURE act has been in effect for one year; what does that actually mean?
It took 24 years and a judge to resolve.
Key takeaways for getting out and staying out of filing delinquency trouble.
Getting clients to complete and sign estate-planning documents can be a challenge
Embracing unwanted external pressures to improve the practice
An estate-planning wake-up call
Reduce risk of future resentment and dissension
Overcoming your client’s perception of a commoditized document
Employ lessons learned from going remote to make permanent changes
Set the tone for open and honest discussions about stereotypes