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Kiplinger
Kiplinger
Business
Marguerita M. Cheng, CFP® & RICP®

A Financial Planner's Guide to 4 Tools That Help Advisers Take Estate Planning to the Next Level

(Image credit: Getty Images)

Estate planning can be a complex process during which professionals collaborate to achieve their clients' goals.

Financial advisers and wealth managers sit at this table, working with lawyers, tax accountants, trust officers, insurance specialists and real estate professionals, among others.

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