Draft the Players Your Financial Team Needs

When hiring tax, legal and other professionals, a spirit of collaboration is key.

Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a well-rounded team of professionals working in harmony can be a game changer for your finances.

As we gear up for the next American football season, we examine possible roles on your financial team and how they should work together on areas such as estate and tax planning.

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