[an error occurred while processing this directive] Estate planning - Partnering with attorney and client to conquer key process challenges
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Estate planning - Partnering with attorney and client to conquer key process challenges

Financial advisors can help facilitate successful estate planning discussions between clients and their attorneys, adding value to the relationship and benefits to the client. This presentation shows the many roles you can play as an advisor in the attorney-client relationship.
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Detailed Information:

  • Updated: Feb 2025
  • Literature number: MFGEBR-271-0225
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