October 30, 2019 ELDER LAW

And When I Die*

By Donna J. Jackson, JD, LLM, CPA

On the day of my funeral, my clients are not going to care that I worked all night on April 14 to get their tax returns to them the next day. There will always be a client who’s upset over having to go hire someone else to deal with those issues! As a lawyer I put clients first, which is the professional ideal. On my death bed, I do not want to be going through my final checklist and discover that I forgot something. What did I forget?

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