I've asked Kathy to post this blog entry on her personal Facebook to alert all her friends that every one of them could, if not be a recipient of our offices' services, be someone who knows a contact who could be. Recently attended an estate planning seminar, where the panel encouraged people to reach out to insurance agents, accountants, CPA's, and bank officers - they know many people who need, but don't have, a will or preparations "just in case". We meet with CPA's, bank people, who, having seen the # of positive reviews, who want to send people. You may know others who may want to meet and do the same.
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