Where will their help come from?
Where will their help come from? “Have you never heard of the cradle-to-grave approach to client service?” a cheeky millennial asked me about two years ago. I tried to sound as diplomatic as possible in my response but in actual fact I wanted to say, “if you expect me and my company to service you […]
Think twice about the inheritance you leave behind
Think twice about the inheritance you leave behind We frequently come across a situation where clients try to sort out their children’s bequests through life insurance, while other fixed assets (such as a farm or a company) are transferred while the testator is still alive. This strategy is popular among farmers where the son becomes […]