Estate Planning

Networking, an essential ingredient in the recipe for success when starting a law firm.  One of the first pieces of advice I received from solo attorneys is that networking is the best and fastest way to grow your business.  To some networking is an arduous task that akin to pulling teeth (with apologies to my dentist father).  Fortunately for me networking is a rather enjoyable endeavor. 

When broken down networking consists of meeting people and making new professional contacts.  For me it has been as simple as taking an attorney or other professional out to lunch or coffee.  Just today I met with Mario Lucarelli,  a fiancial planner whom I met through my mens golf league.  Mario is a young and energetic person at Waddell & Reed, with a real passion for assisting people with their finances and I believe we our relationship will be mutually beneficial. 

Financial planning goes hand in hand with estate planning in that together the services provide the client with a complete financial program.  Having just an estate plan or a finaicial plan really only assures that you are half prepared for your future.  Don’t get me wrong, if someone only has an estate or financial plan they are leaps and bounds ahead of the general public.  But just being ahead of the curve in that respect really isn’t enough.  You need to complete the planning circle by preparing for your finaicial future, including death.