Financial Planners and Estate Planning

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financial planners should know about

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estate planning that

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bilsky Chapman looks at this as a team

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approach any individual that has

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assets or family members to be

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successful you need a team and that team

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often includes financial advisors

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accountants life insurance agents

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attorneys all of those professionals

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work together to create a comprehensive

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plan for the client estate planning for

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financial advisors is important because

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while the financial advisor is concerned

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about maximizing returns and increasing

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net worth that is only one small part of

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an estate plan and likewise we want to

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help clients accumulate assets and grow

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their assets and a tax advantage basis

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but there’s more to an estate plan than

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just finances there is care for loved

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ones there’s care for children that are

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under 18. there might be special desires

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such as pets or certain heirlooms of a

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family that go beyond just the financial

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planning and aspect of a plan I think

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it’s very important that a finance

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planner understands that it estate

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planning is a team approach

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and that they need to work with a

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competent attorney in order to

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effectuate the goals and desires of the