Surf City Lawyers - May 2018

HEAT UP THE SLOW MONTHS WITH A ‘WOW!’

CUSTOMER APPRECIATION ISN’T SEASONAL

Host a barbecue at the office or local park. Make sure you have the proper permits first.

Could they use a new stroller? Is a wedding anniversary coming up? Who wouldn’t love a limo ride and dinner at the nicest restaurant in the city? Go a bit over the top! People love to share stories on social media about the cool, unexpected things businesses do. Wouldn’t you like to go viral for a good reason? SEND CARDS FOR STRANGE HOLIDAYS Sure, you mail cards during the winter holidays, but so does everyone else. Why not mail a card for National Doughnut Day on June 1? You can even include a coupon to a local doughnut shop. Or you can send a funny card with a picture of your office dog for National Mutt Day to announce that, thanks to your client’s support, your company is donating to a local animal shelter. These ideas may work great for your clients, or you might need to brainstorm a bit. Your clients are as unique as your company, so don’t hesitate to find a special way to show them you care.

• Book a movie theater, and show the latest blockbuster. (We hear “Avengers: Infinity War” is pretty awesome.) Plan an adults-only scavenger hunt. Include local landmarks, offer prizes, and provide grown-up beverages afterward to make the event really memorable. Throw a block party. This one requires some planning, but if you pull it off, your clients will talk about it until next summer! DELIVER ONE BIG ‘WOW’ Social media makes it pretty easy to keep up with everyone’s lives, so look for an opportunity to make a great impression on one customer. Maybe a client is expecting their first grandchild. • •

A little customer appreciation can go a long way — after all, everyone likes to be treated well by the people they do business with. But if your appreciation stops at holiday cards and birthday offers, you might be missing the mark. Summer tends to be the slow season, so take the extra time to plan a new way to show customers you care. HOST A SUMMER EVENT There’s no need to plan a black-tie gala. Summer is the season of relaxation, so keep it low-key, and let your clients know they are welcome to bring their friends and family. Here are a few fun ideas to consider:

Talking about estate planning can be extremely tough, but that doesn’t mean you can’t have a little fun with it. Here are three examples of wills that bring a bit of humor to a very crucial process. UNDER ONE CONDITION Everyone knows a couple who would fight to the grave if they had to. Well, in 1856, German poet Heinrich Heine did exactly this. When he passed on, a stipulation was left in the will that stated in order for his wife to inherit his estate, she would need to remarry. It wasn’t to cure her loneliness or that he couldn’t bear the thought of her living without emotional support. No, he had a much different reason in mind: “There will be at least one man to regret my death.” If that isn’t getting the last word in, who knows what is. WIPE OUT THE NATIONAL DEBT We know a thing or two about wiping out debt, but this anonymous donation takes it to a whole new level. In 1928, a donor made a contribution of about half a million pounds to the country of Great Britain. The only stipulation was that it should only be passed on once it can clear the entire national debt. The debt is over one trillion pounds, leaving the money completely untouched. 3 OF THE CRAZIEST WILLS IN HISTORY Are You Ready to Plan Your Estate?

SPITE An early 20th-century millionaire despised his family so much that when it came time for his will to be passed on, he didn’t want anyone he knew to touch it. Wellington Burt specified that his estate not be dispersed until 21 years after the death of his last surviving grandchild. She passed on in 1989, making 2010 a unique year for 12 beneficiaries of a fortune totaling about $110 million. Many of these wills are interesting and humorous, but most wouldn’t hold up in modern-day court. If you need a will that will stand the test of time, contact us today. Anna Serrambana is an expert in all matters of estate planning and will help you set up a clear line of succession that will work for years to come.

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