Updated Thursday, April 24, 2014 as of 3:55 PM ET
Caring for Your Client
Sunday, May 1, 2011

A good estate plan is always the result of a team effort. While an estate planning lawyer is often the hub, a financial planner, insurance consultant and CPA are integral to the process. For example, no good estate planning attorney would plan a grantor-retained annuity trust for wealth transfer without first reviewing the investment considerations with the advisor.

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