Aug. 23, 2016
Can My Financial Advisor Help Me Prepare My Estate Plan?
Although your financial advisor is an important team member, Tom discusses the limitations that a financial advisor, who is not a licensed attorney, has in helping you with your estate plan. Tom, also, explains his law firm's unique estate plaining...
Although your financial advisor is an important team member, Tom discusses the limitations that a financial advisor, who is not a licensed attorney, has in helping you with your estate plan. Tom, also, explains his law firm's unique estate plaining service "Express Estate Plans", and how you can get your estate plan prepared by his office through your financial planner.
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