106 Things We Do For Clients, No. 89

by | Aug 8, 2018 | *Financial Awakenings

No. 89 of 106 Things We Do For Clients

Educate you on estate planning issues.

Sure, you can have an estate planning attorney educate you on all the intricacies of wills, trusts, powers of attorney, and the way title passes with various types of ownership. But why pay hundreds or thousands of dollars for a service that is included at no additional charge with your financial planning services? In addition, we also know all the other intricacies of your financial plan that affect your estate planning, such as how assets are titled, your tax situation, your asset protection plan, and your insurance coverages. We can help save you time with an estate planning attorney and insure that the estate plan meets all of your needs. We can also insure that, in case of newly created trusts or changes in the type of ownership, all your assets are retitled and transferred.

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