Doanne & Doanne

I did some estate planning in the past with my financial advisor. Should I still consult an estate planning attorney?

Video Transcription:

The roles that a financial planner plays in your estate plan is really quite different from the role of an estate planning attorney. A financial planner can get you to a certain point, can get you through the door, can tell you what you need to have done, but it’s the estate planning attorney that actually drafts the documents, and implements the plan for you. Have more questions? Then contact us today to schedule a free consultation! Doane & Doane – Top rated Tax & Estate Planning Attorneys

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