How a Financial Advisor Can Help with Estate Planning

A financial advisor who is also a CPA is in a unique position to assist clients with estate planning. Though not an estate attorney, the advisor has intimate knowledge of the client’s financial situation, personal and family goals, investment portfolio, cash flow needs and more. It is this information that the estate attorney will seek when creating or revising an estate plan.

Estate planning is more likely to go smoothly when you have already engaged a financial advisor, preferably an independent Registered Investment Advisor (RIA), to create your financial and retirement plans and to manage your investment portfolio.

About the Author

Todd E. Frank, CPA/PFS, MBA is the President and CEO of Frank Financial Advisors, a Registered Investment Advisory Firm (RIA) serving clients nationwide from our headquarters in Carlsbad, San Diego, California. As an RIA, Frank Financial Advisors is able to offer truly independent, fee-only financial advisory services.