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What to ask your financial advisor?

When thinking about estate planning, you may not realize how much a financial advisor can be involved in the process.  Many financial advisors will not take you on as a client if you do not have your estate planning complete.  Why would financial advisors turn down new clients over that?  It is because they have too often seen what happens when one of their clients does not have estate planning documents in order.  The result – assets tied up in probate court, families not having access to funds, money getting disbursed to unintended people, etc. and often the financial advisor takes the blame for either bad planning or no planning having been done by the client.

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About the Author
Lauren Jackson
Posted - 01/20/2023 | Illinois