Posts Tagged 'trust law'

Your Client Has Been Named Trustee; Does He Really Need An Estate Attorney?

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Perhaps it was a total coincidence that our services were terminated a day after our client met with his financial advisor; it is difficult for me to believe that a client would have been given advice from another professional that is likely to save him a few hundred dollars now, but cost him thousands later. A financial advisor’s practice is built upon their ability to guide their clients in making the most of their wealth. My practice is built upon ...

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