The Financial Advisors Role in Legacy Planning

Financial advisors help create and assist clients with achieve goals pertaining to many aspects of their financial life, from tax planning to legacy planning, and more. We often get asked what the role of the financial advisor in legacy planning is. When building a legacy plan, your financial advisor should be working alongside an estate planning attorney and CPA. These professionals should be working in your best interest to ensure you take the necessary steps to leave a strong financial legacy for your children and grandchildren.

You’ve spent your lifetime working hard to build your wealth, and you may be nervous about how the next generation will handle that wealth. A financial advisor can help you craft a plan for your legacy, so the next generation will know what to do with those assets once they receive them. It could be as simple as taking a personal finance course or hiring a coach for the family. By creating a legacy plan, you are maximizing the legacy you leave for generations to come.

Download our free guide: “7 Steps to Leave a Financial Legacy”

Have more questions? Contact Us

Casey Smith
President, Wiser Wealth Management

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By Published On: July 22, 2022

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