How to Coordinate Your Financial Planning and Legal Planning

Published: March 10, 2018, 5:30 p.m.

b'Many people solely rely on their attorneys when it comes to estate planning. While attorneys play a vital role in meeting your needs, coordinating a professional team of advisors allows for a smoother transition when putting your plan in place. Justin Walker joins us from to discuss strategies to coordinate a financial and legal team to ensure long-term success.'