The 9-Step Estate-Planning Review

By Debra Taylor, CPA/PFS, JD, CDFA
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Horsesmouth Essential: Spearhead your client’s estate review by compiling all the information an estate-planning attorney needs and sitting in on meetings to make sure your client’s wishes are fulfilled. Not only will you win the loyalty of your client, you could garner respect—and business—from a very desirable referral source.

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