Is your financial advisor one of the key players in your financial, legal, and tax world? The two-fold answer is yes, and yes they certainly can be. In two recent examples, financial advisors managing assets for clients not only recommended an estate planning attorney and played key roles in the clients accomplishing their estate planning, they took lead organizational roles in team planning strategies that saved each client’s estate over $100,000 in estate tax. Is your top-tier proactive financial advisor worth their weight in gold? Even if not, perhaps some other precious metal will apply.
- Why Do Estate Plans Fail and Not Work as Intended? The Answer Lies Below …
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