Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their clients as they find them. If you’re writing a will or doing an estate plan, you start by finding out as much as possible about the client’s assets and liabilities so that you have a full picture when developing the plan. If you’re an accountant, you advise and report on the totality of the client’s holdings, from ownership of a small business to shares of large companies. By contrast,
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