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I 2nd that...don't even bother getting involved
especially holding security licenses like we both...couldn't imagine having to explain to FINRA why I was handing forms that were wills to clients, and helping them fill in blanks
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I 2nd that...don't even bother getting involved
Learn the right way. Think. Do the right thing.
I just read a case from Ohio about an insurance agent who was fined $10,000 for preparing living wills and other legal documents.
If you want to look it up: Dayton Bar Association v. Addison, 107 Ohio St. 3d 153 (2005).
Thought this might be the to which you refer but it was brought by the Columbus Bar. These folks were actually preparing the documents. That is a far cry from what we have been talking abut doing.
Great stuff Mark. Thanks for the info you shared. We appreciate the time you put into this.