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Who should handle your estate plan: Your lawyer or your financial adviser?

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Who should handle your estate plan: Your lawyer or your financial adviser?

The more people who have eyeballs on your situation, the better — but at some point, you are going to need a legal specialist.

Who should handle your estate plan: Your lawyer or your financial adviser?

Source：MarketWatch

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Source：https://www.marketwatch.com/story/who-should-handle-your-estate-plan-your-lawyer-or-your-financial-adviser-134189d7