What if I am wrong? DIY wills gone wrong

from How To Find A Financial Advisor · host Sean Kernan

Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.

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This episode is 25 minutes long.

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This episode was published on June 17, 2024.

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