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Tips & Takes Team Work in Estate Planning Most often, estate planning is a team effort involving an attorney, accountant, insurance professional, and you. However, whether establishing a new estate plan or revising an existing one, only you can provide the guidance, direction, and information your estate planning team needs to develop an effective plan. Most estate planning efforts begin with a questionnaire and asset inventory. Although this may seem arduous, the more complete the information you provide, the better equipped your team will be to help you achieve your goals. CRN200802-2013338

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