Estate Planning Attorneys
For those that are fortunate enough to have acquired significant wealth. There is a need for estate planning advice. The process starts with the selection of a good estate-planning attorney. Estate planning is a very complex field and most financial advisors are not lawyers. Establishing a relationship with an estate planning attorney and working towards the established goals of each client is essential to the wealth preservation process. By meeting with the client and assessing their needs and goals, an estate-planning attorney can help architect and structure an effective wealth transfer strategy. In addition to educating the client, the attorney should be able to educate the financial advisor as well. Some estate issues can be very complex, so part of the attorney’s role is to make sure all parties have a grasp of the issues in order to make sound decisions that are in the client’s best interest.