EPISODE 40: Closing the Gap Between Attorneys and Advisors

Trusted Advisor Podcast Series
28/02/2025

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Episode Synopsis

Rod Zeeb speaks with Matthew Jarvis about the importance of collaboration between financial advisors and estate planning attorneys to ensure clients' estate documents align with their wishes. Learn about the key factors that clients take into consideration when choosing professionals to work with and strategies to encourage clients to take action on estate planning to avoid complications in the future.

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