I have found that while these professionals are around to ensure you get the best financial, legal and tax advice, they don’t always work together or know what the others are doing. This lack of communication could be hurting you, as you may miss out on an important tax deduction, for example. Good read…
https://www.forbes.com/sites/northwesternmutual/2017/08/29/why-your-accountant-lawyer-and-financial-planner-should-talk/#62b8ba131cf8