3 Reasons We Created the Willing Wisdom Index™

Senior couple having meeting with financial advisor or insurance agent. Close up of female hand holding pen and clipboard.

Introducing the WILLING WISDOM INDEX™ for Advisors A conversation-starting, relationship-building,client-engagement tool like no other. 3 Reasons we created the Willing Wisdom Index™ Reason #1 The state of estate planning is appalling, but an opportunity of epic proportions for the best and brightest advisors. 137 million North American adults do not have a will. This is […]

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Top 10 Reasons You Should Never Write a Will

Top 10 Reasons to Never Write a Will

1. You have spent a lifetime working, saving and generally deferring consumption to fund your retirement. Now that your money has outlasted you, it will be awesome to see how the government divides your assets. Governments always make amazing decisions about other people’s money. 2. The idea that a Will simplifies matters for your family […]

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My Vet Sends Me Reminder Letters… Why Can’t My Lawyer When it Comes to My Will?

My Vet sends me reminder letters … Why can’t my lawyer when it comes to my will?

Leading up to the release of my new book Willing Wisdom, I paid extra attention to the mail I received. Delivered to my home over the course of three months, were reminder letters from a host of personal service suppliers, including my accountant to file my taxes, my window cleaner, my lawn service, my insurance […]

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