Skip to Content Top

The Difference between an Estate Planning Attorney and a Financial Advisor.

|

It is quite common that I hear from clients who have a financial advisor that they know what type of estate plan they need because they were told by their financial advisor. While a financial can be a great partner in planning for the growth and organization of your assets, you should leave estate planning to the attorneys.

Let’s start with the basics: education. Although some have master’s degrees, to be a financial advisor, the minimum education you must have is a bachelor’s degree. Beyond that, financial advisors can opt to get a variety of certificates require some study and examinations, but all of this is focused on

The post The Difference between an Estate Planning Attorney and a Financial Advisor. appeared first on Katie Charleston Law, PC.

Categories: 

Contact Us Today

Get Experience On Your side

Call (463) 287-6731 or fill out the form below to get started with a consultation.

  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • By submitting, you agree to be contacted about your request & other information using automated technology. Message frequency varies. Msg & data rates may apply. Text STOP to cancel. Acceptable Use Policy
  • We Research Thoroughly

    Detail-oriented, we leave no stone unturned in our pursuit of favorable outcomes for our clients--and often find information  you didn't know you needed.

  • Simplifying the Process

    We explain legal concepts in plain language, guide our clients through each step of the process, and handle the details so you can focus on what matters most to you.

  • Comprehensive Approach

    With holistic service from beginning to end, we stick with our clients through the lifetime of your assets, including litigation if necessary.

  • Responsive & Reachable

    We prioritize timely communcation; our team is responsive and accessible, and you'll never be left wondering where your case stands.