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So far Tommy Cimino has created 2 blog entries.

Working with Your Clients: The Importance of Regularly Updating or Redoing Their Plans

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Most clients feel a sense of relief in getting their will or trust completed.   It’s one less thing for them to worry about and there is a certain piece of mind in getting your affairs in order.  That said, it can be tempting for clients to [...]

2021-06-30T17:01:29+00:00July 31st, 2020|Practice Development and Marketing|

Glossary for Estate Planning Terms

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Estate planners have an extensive language of their own consisting of a wide variety of abbreviations and technical terms.  The vast majority of these terms tie into the numerous types of trusts and other entities that are used in planning whether it relates to tax planning, [...]

2021-06-30T17:00:37+00:00July 14th, 2020|Estate Planning Resources|
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