Why Financial Advisors Should Participate in Estate Planning with Their Clients

Calendar Link Enabling Financial Advisor To Schedule Meet and Greet with Paul Rabalais: aeplaw.cliogrow.com/book/77ec...
00:00 America's Estate Planning Lawyers, LLC
0:34 Stats Indicating the Wealth Manager Opportunity
1:03 Why Financial Advisors Should Be Involved
1:58 Holistic Wealth Management
3:11 Mistakes Happen Without Advisor Collaboration
4:00 Improved Relationships With Clients and Heirs
4:45 Competitive Advantage
5:10 How Can Financial Advisors Participate In Their Clients' Estate Planning?
5:51 Initial Meet and Greet with Estate Attorney
6:06 Use Calendar Link To Schedule Zoom Estate Design Meeting
6:50 Attorney Leads Design Meeting (Advisor in the Room)
7:43 Zoom Review Meeting
8:10 Implement and Review
9:00 Benefits of Financial Advisor Participation

[@user-lt4yw4mn5p]

Good day, you are the executor, thank you Jiří Lau, 🇨🇿

[@GINMOONLIGHT]

I have an appointment to see a lawyer, but before they will even talk to me further complementary, I guess interview whatever they want me to sign a document. They weren’t really forthcoming as to why I have to sign this document before they can talk to me.

[@stephanes.3921]

You seem very competent. What about fees? Are you less expensive and just as effective as Best Lawyers in America attorneys with tremendous resumes on Poydras Street in New Orleans?

[@taimurtallu5273]

If we set up a trust and put our LLC’s for rental homes into the trust do we have to deed all of them to the trust now or at the moment my wife or I pass away so that nobody can sue the trust while we are alive?

[@garrettvigil9555]

at very least, I think it's important to have a revocable living trust in case of incapacitation. Your broker will not pay your bills once you are unable!

[@MugoyaJames]

Ì need to help me some money please