FAQ Friday: Helpful Advisors

On Friday, June 3rd, at 11am EST, Mr. Berger discusses why our office prefers to work with clients who have an Accountant and a Financial Advisor.

A team approach gives different viewpoints. A tax advisor can also be very helpful when setting up a trust. They are also helpful with probate matters when needing to complete final tax returns and even estate returns.

Financial advisors can keep an eye on setting up accounts. Meetings amongst team members are best done all together so everyone is on the same page. This is also very key to complicated trusts.

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Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.