Working with Your Clients: The Importance of Regularly Updating or Redoing Their Plans

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Most clients feel a sense of relief in getting their will or trust completed.   It’s one less thing for them to worry about and there is a certain piece of mind in getting your affairs in order.  That said, it can be tempting for clients to [...]