subject: Creating a Will or Trust Does NOT Ensure Your Family and Estate Plan are Protected [print this page] 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
