Monday, March 15, 2010
"Financial plans are worthless, but the process of planning is vital. "
Says Carl Richards in the New York Times. I love the illustration, which he evidently drew on a napkin.
Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
1 comment:
Clever illustration, coupled with good advice.
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