Podcast Q&A: Financial Planner & Estate Planning Attorney: Working Together

Andrew MacDougall, Director of Wealth management at Sapers & Wallack, and Bryce J. Helfer, Attorney at Nixon Peabody, answer questions about working together for estate planning needs of their clients.

Andrew can be reached at amacdougall@sapers-wallack.com

Bryce can be reached

at bhelfer@nixonpeabody.com

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