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Why an Estate Plan is NOT a Financial Plan

May 30, 2017

For the average person, understanding estate planning law or financial planning in intricate detail just isn’t necessary. Many people trust your estate planning attorney or financial planner to take care of what’s necessary and give you the important details to make the most critical decisions. But others may not work with both an estate planning attorney or financial planner, or may not understand the specific roles and decisions of each individual, and how they fit into your long-term plans and security.

You may have created a financial plan to retirement with your financial advisor. Or perhaps you have created an estate plan with your estate planning attorney. Congratulations on taking important steps toward protecting your future! But while you may have completed one of those documents, unless you’ve met with two distinct professionals, you likely haven’t completed the other one.

Following is a high-level breakdown of why an estate plan is not a financial plan (and what elements go hand in hand):

Whether it’s for your estate plan or your financial plan, choosing the right partner is key. Here at Restaino Reddien, LLP, we’re here to help. Call ust at 235-5885 to schedule your free consultation.


Related Topics: Estate Planning

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