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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.

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

Published July 6, 2026 · Category: Finance

Overview

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

Source

Originally published at www.marketwatch.com.

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