Updated Friday, August 1, 2014 as of 3:51 AM ET
Planning for Lawyers
Thursday, March 1, 2012
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Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple. Estate planning for lawyers, for those planners brave enough to attempt it, presents a number of challenges, not least of which is dealing with oversize egos. For lawyers used to giving advice, taking it from a planner can prove a difficult role reversal.

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