While this one is humorous and mainly for attorneys, it does illustrate an important point: that what the average person *thinks* happens when someone passes on does not necessarily line up with reality. However, once a skilled and knowledgeable legal professional lays out how things actually work, clinging to a fantasy version of the law is simply delusional.
However, it has been our experience that people who cling to these delusions also will not hesitate to blame everyone else when their fantasy doesn’t come true, including the law firms who tried to teach them better. Having a letter to send to people who decline your help is critical to protecting your business.
Humorous Letter: https://app.box.com/s/3citv1sqrknt71dcpdbklb6qm99lslgw
Actual Letter: https://app.box.com/s/8a9it1q9hpiltul999m2t4bklygk52je
Free Educational Programs:
Medicaid Planning for Seniors https://careassistancecenter.com/free
The Veteran’s Pension Benefit https://thevapension.com/#cta
Estate Planning Basics https://raleightrusts.com/free
General Law Firm Website at https://livingtrustlawfirm.com/
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