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    A Registered Rep or licensed CFP handles investments Estate Planning attorneys handle will trust issues Some very large broker dealers have attorneys on staff to help their UHNW clients with estate planning issues, but those firms don't have licenses to practice law so will work with the attorneys for the UHNW client or may refer the UHNW client to a local estate planning firm to actually
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    Sometimes it can be difficult to make the association between a legal estate planning document and your specific plan Your advisor can help you make those valuable connections each step of the way Since an estate plan is one part of your total wealth strategy, it makes sense to have a comprehensive financial advisor involved to ensure
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    Providing a legacy to heirs or charities is also an important part of financial planning Advisors make sure your will aligns with your financial goals by discussing your beneficiary designations for retirement accounts and titling of nonretirement accounts They also review specific dollar bequests versus the allocation of a percent remaining
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    A good financial advisor knows how important it is to have an estate plan that meets your long term financial goals Find out how financial advisors can be of benefit in helping to create an estate plan that works for you and your family Font Size: A A A Schedule for free consultation:931-218-7800 Search Menu





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