The Advisory Team Approach to Estate Planning

I learned long ago that, no matter my education, abilities and interest, estate planning is best executed when all advisers are working together for a client's best interest. The linked article not only offers useful explanation of the benefits of the "team approach" or, as the writer refers to it, the "advisory team approach" to estate planning, but also does a very fine job of setting expectations for the approach.

The Advisory Team Approach To Estate Planning