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When you're dealing with something as sensitive as estate planning, it's crucial that all parties involved are on the same page. On this week's episode, estate planning attorney Stephanie Prestridge emphasizes the importance of the estate planning attorney and advisor working together for the benefit of their clients, and outlines the ways in which she promotes transparency and collaboration in her own practice.
By The Pinnacle Group5
22 ratings
When you're dealing with something as sensitive as estate planning, it's crucial that all parties involved are on the same page. On this week's episode, estate planning attorney Stephanie Prestridge emphasizes the importance of the estate planning attorney and advisor working together for the benefit of their clients, and outlines the ways in which she promotes transparency and collaboration in her own practice.