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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"

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Casey Smith
President, Wiser Wealth Management

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Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

It is important to always have contingent beneficiaries on of your retirement accounts. Watch this video to learn why.

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It is important to utilize a CPA when crafting a legacy plan. Watch this video to learn why.

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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. Here's how a financial advisor can help throughout the legacy planning process.

https://conta.cc/3PO0Ehu #legacy #financialplanner

Are you wanting to leave a legacy for the next generation? If so, this legacy doesn't have to be just financial, you can also strive to pass down family history, work ethic, and community outreach goals.

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You may be wondering, what exactly is legacy planning and and how does it differ from estate planning? Watch today's video to find out!

https://conta.cc/3Ro9MLs #legacyplanning #legacy #estateplanning
https://youtu.be/ATl4giGSh-A#legacyplanning

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