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How does an Estate Planning Attorney work with my Financial Advisor?

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We are happy to work with your financial advisor. In fact, comprehensive estate planning often requires that we work with your financial advisor, accountant, and insurance professional. One local financial advisor breaks down wealth management into 13 parts. We are actively involved or responsible for 8 of the 13 parts (as shown by the *). The 13 parts are:

  1. Investments
  2. Insurance
  3. Liabilities
  4. Qualified retirement plans / IRA plans
  5. Corporate executive stock options
  6. Business succession planning *
  7. Durable power of attorney *
  8. Gifting to children and descendants *
  9. Charitable gifting during life *
  10. Titling of assets *
  11. Executor/successor trustee issues *
  12. Distribution plan to spouse/beneficiaries at death *
  13. Charitable inclinations at death *

Financial planning and estate planning go hand-in-hand. You need both.

While we do not give investment advice, we often encourage clients to contact a trusted financial advisor. For example, many clients have money invested in CDs at their bank (Certificate of Deposits) earning very little. Many financial advisors can find a safe investment that doesn’t earn a lot, but earns 2 to 3 times what the client’s CD at the bank earns.

That’s part of our difference. As estate planning professionals we handle powers of attorney, wills, and trust issues. Then we work with your existing financial advisor, accountant, or insurance professional to help you are get the most from those relationships as well.

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