Creating a Will or Trust Does NOT Ensure Your Family and Estate Plan are Protected

Arguably the key ingredient in creating an effective estate plan is working together

with a team of financial professionals who are looking out for the clients best interest from a "big picture standpoint". By working with a team that includes key financial professionals like a CPA, estate planning attorney, insurance professional, financial advisor, or personal banker, each of them can make an important contribution in helping to protect and preserve a sound estate plan.

Creating a Will or Trust Does NOT Ensure Your Family and Estate Plan are Protected

By: Christopher P. Hill

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