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What exactly does "Co-Creating Plans That Work With People Who Care" mean? To our law firm it is based on the following statement:
It has been our experience that discerning people prefer to do business with people in every field who have the courage and conviction to stand behind their advice, products, or services and the results that follow. Discerning people prefer transparency, honesty, and accountability in every niche.
Bruce Raymond Wright, Transcendent Thought And Market Leadership 1.0.Rick Randall, the CEO of the National Network of Estate Planning Attorneys suggests that business owners work with attorneys who have experience and expertise in this unique area of the law.
First, estate planning should be the principle focus of his or her practice. Second, they need to sub-specialize in business planning and preferably have some personal experience in owning and running a business other than a law firm. Nothing can replace having or having had their own skin in the game, dealing with co-owners, and managing the day-to-day issues of running a business. Third, look for an attorney who is a member of a national estate planning organization that provides ongoing training and education. Fourth, they should understand financial planning. If your financial planner recommends them, there is a good chance they do.