These cases also serve to remind all of us of the importance of using knowledgeable professionals in the estate planning and bankruptcy process to avoid the disastrous results that potentially accompany fraudulent transfers.

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Personal Capital's planners can't perform all of the functions of full-service planners, like estate planning, and the company's plan to combine technology with human service could make the process less personal.

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An experienced elder law or estate planning attorney can assist with this process and verify that a will is executed according to the law.

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