Allison McMeechan participated in an Estate Planning Q & A with Pharos Financial Advisors. She reviewed the following questions:

  • What documents should clients bring to their first meeting with an estate planning attorney?
  • Which estate planning documents do you recommend and why each one is important?
  •  Should family members be part of the discussion and process?
  • What are the areas of estate planning that most people miss or mess up?

Watch the video here.

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