Providing estate planning advice is an important responsibility of a financial advisor. Estate planning involves creating a plan for the distribution of a person's assets after they pass away. It also includes making arrangements for medical and financial decisions if the person becomes incapacitated.
A financial advisor can help their clients with the following aspects of estate planning:
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |