It is quite common that I hear from clients who have a financial advisor that they know what type of estate plan they need because they were told by their financial advisor. While a financial can be a great partner in planning for the growth and organization of your assets, you should leave estate planning to the attorneys.
Let’s start with the basics: education. Although some have master’s degrees, to be a financial advisor, the minimum education you must have is a bachelor’s degree. Beyond that, financial advisors can opt to get a variety of certificates require some study and examinations, but all of this is focused on