Most people realize that it's usually best to have an estate-planning attorney helping them with their estate plan, but it's also important for the financial advisor to be part of that conversation. On today's show, we'll explain why.

What we discuss today:

2:47 – Importance of financial advisor

5:59 – How people view legacy

8:37 – Helping kids

10:30 – Mistakes people make

15:54 – Examples

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/