Retirement And Estate Planning: Who Should You Consult?

Nowadays, being a financial advisor and structuring someone’s investment portfolio is hardly enough to plan for the future. Most financial advisors work with a team consisting of estate planning attorneys and accountants in order to optimize retirement and estate planning decisions for their clients. “That advisor, whether attorney or financial advisor, cannot complete their job for their client without the involvement of all of the client’s advisors,” said Erin Thrash, attorney and managing partner at Austin, Texas-based estate planning firm Thrash Law Firm. She notes that it’s important for clients to understand that their financial advisor, attorney and CPA […]