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A regular brew of stories and ideas for the lawyers, accountants and other professionals who help clients through life’s big changes. Hello, So, it's been a while. Eleven months, if you're counting, which I suspect you weren't (no offence taken). In my defence, I did flag in the last issue that I was running out of movie franchises with more than three instalments. What I didn't mention was that finding a worthy fifth would take the best part of a year. Stars Wars Episode V, the good one,...
View this email in your browser I’ve Been Working on Something Important Hi Reader, Over the past little while, I’ve been working on something that’s very close to my heart. It’s called the Green Box Exercise – and having worked together for a while, I wanted you to hear about it directly from me. Over the years, I’ve seen first-hand how difficult things can become for families when someone passes away and there isn’t a clear record of what’s where. Even in well-organised households,...
Hello, Didn't take too long to fall off the (self-imposed) schedule. But I will say that this one's a bit late because I've taken the drastic step of having a few days of leave last week. Anyway, we're back for this threequel in the newsletter series - extra points if you know the movie series this month's subject name is from. One thing we haven't included in this month's Activity page is how many professionals I've spoken to recently that share my desire to be able to just extract thoughts...