Skip to content
212.596.7039Email: info@trustsandestate.com
New York Estate Planning Law Firm
Estate planning lawyer
New York Estate Planning Law FirmNew York Estate Planning Law Firm
  • Home
  • About Us
    • Our Attorneys
    • Glossary
    • FAQ
    • Marianna Schwartsman
  • What We Do
    • Estate Planning
    • Wills & Trusts
    • Asset Protection
    • Probate
    • Guardianship
    • Business Succession Planning
    • Business Formation
    • Estate Administration
    • Trust Administration
    • Surrogate’s Court Estate Litigation
    • Charitable Planning
    • Estate & Trusts Taxes
    • Executor & Trustee Accounting
    • Beneficiary Representation
  • Reviews
  • Blog
  • Contact Us
FREE Consultation
  • Home
  • About Us
    • Our Attorneys
    • Glossary
    • FAQ
    • Marianna Schwartsman
  • What We Do
    • Estate Planning
    • Wills & Trusts
    • Asset Protection
    • Probate
    • Guardianship
    • Business Succession Planning
    • Business Formation
    • Estate Administration
    • Trust Administration
    • Surrogate’s Court Estate Litigation
    • Charitable Planning
    • Estate & Trusts Taxes
    • Executor & Trustee Accounting
    • Beneficiary Representation
  • Reviews
  • Blog
  • Contact Us

Financial Advisor

Estate Planning 101: The Role of a Financial Advisor

Estate Planning 101: The Role of a Financial Advisor

Articles, Estate PlanningApril 17, 2020

According to studies, only 17 percent of Americans work with a financial advisor when it comes to matters finance. They believe in handling their finances, which is a huge mistake. Proper financial management is vital in planning your estate, the reason to work with an advisor to help you with the process correctly. Still, many…

New York Estate Planning Law Firm
Estate Planning Attorney

Copyright © 2022 - All Rights Reserved

Go to Top
Request your Free Consultation or Call 212.596.7039 Today!