Legal v Practical
The Estate Planner’s Podcast

Legal v Practical

2023-06-26

Some questions that clients ask can be tricky to answer. If you give a legally accurate answer, it can actually mislead the client and give them an incorrect understanding in practical terms. But if you give them a practical and usable answer, they can have a false answer from a legal standpoint. So, what do you do? This episode looks over these types of questions, and how you can answer them acurately for your clients.

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