Updated Thursday, November 20, 2014 as of 9:18 PM ET

Planning for Lawyers

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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Comments (1)
In the end lawyers are just like everyone else in that they need to plan, save, and invest. They just tend to have bigger incomes, more debt, and spend more lavishly.
Posted by Phillip C | Monday, March 17 2014 at 10:06AM ET
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