CFP

January 15, 2024

Top 10 Traits California Financial Planners Should Seek in an Estate Planning Lawyer 

Affluent individuals tend to have particularly high standards for their service providers, and the financial planners who manage their wealth need experienced and trusted estate planning lawyers as part of their team. These legal partners must possess not only the highest technical proficiency but also an understanding of the nuanced dynamics of the super-rich.
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