estate planning lawyer | Rebecca W. Geyer & Associates P.C

An Estate Planning Lawyer’s Overarching Role – Being a Leader

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 21, 2018 | advisors, estate planning lawyer, leadership

“There are many potential roles that can be filled by a financial life planner” Stephen Brody writes in the Journal of Financial Planning. “The overarching role, however, is being a leader,” Brody asserts, quoting John Quincy Adams’ statement: “If your actions...

An Estate Planning Lawyer’s Overarching Role – Being a Leader

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