J____, our legacy planner, replied quickly to my email last night:

I just got your email. We have been in meetings all day long and have one more meeting tomorrow morning before we head home.

There is so much in your email, I would prefer to address these matters with you and Sarita by phone instead of trying to respond to them all in an email. We will be in the office on Thursday and Friday. Could we set up a time to have a conference call with all of us?

I replied, “Of course we can speak by phone! . . . And Thursday or Friday should be good. Please suggest some times when you’d be available, and I can confirm. . . .”

I then copied him (though in a different form) much of what I just posted.

!!!!!

I am definitely not comfortable right now!

Welcome, visitor!

If you find my posts interesting, I invite you to sign up, at the top of the column to the right, to receive emails whenever I publish a new article.

Be assured I hate spam as much as anyone, I will hold your information in strictest confidence, and, of course, I always include a means for unsubscribing whenever you want.

Thanks for visiting!

Sincerely,

John Holzmann

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This entry was posted on Wednesday, April 9th, 2008 at 8:37 am and is filed under corporate forms, estate planning, legacy planning, structures. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.