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Phoenix: "I have never once--not once during my 12-year career--ever really committed to the performance targets I set in my annual business plan," confessed Nathan. "It's even more frustrating because I'm the advisor on the team that loves...
If you were starting from scratch with a reasonable budget to create a complex of software and quick Internet references for assisting with an efficient trusts-and-estates practice, what should you include on your wish list?
Don't take this the wrong way, but brokers wirehouse reps in particular tend to be a worried lot, regularly complaining about their firms even in the best of times. Indeed, they seem to be more prone to conspiracy theories than the general public...
Why consider looking for forms on the Web? There are numerous websites with trusts-and estates-related drafting forms and drafting advice, both for free and for a fee. You should, of course, shop for such forms with the same care you apply to...
