What is a Financial Advisor’s True Role in Estate Planning?
Update: 2025-02-18
Description
This week, hosts Thomas Kopelman and Dave Haughton provide their perspectives on the critical role advisors have in helping their clients with their estate plans. They already have an intimate understanding of their financial situation and future goals, so they’re uniquely positioned to help educate them on their estate plan options.
They discuss how advisors can integrate estate planning into ongoing financial planning sessions, how to coordinate with estate attorneys and other third-parties and, ultimately, how they can be the go-to person to help their clients make informed decisions
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