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Who should handle your estate plan: Your lawyer or your financial adviser?

Economy MarketWatch By Beth Pinsker 06 Jul 2026 18:23 1 min read
Who should handle your estate plan: Your lawyer or your financial adviser?

The more people who have eyeballs on your situation, the better — but at some point, you are going to need a legal specialist.

The more people who have eyeballs on your situation, the better — but at some point, you are going to need a legal specialist.

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