All too often attorneys fail to recommend estate planning solutions which minimize future legal fees, probate costs and nastiness when someone passes away. Unfortunately many attorneys profit from their client’s misery. This can be a conflict of interest. In this video we discuss a few items to keep in mind when working with attorneys & trustees on the front end to enable a smoother transition for your loved ones on the back end.
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Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.
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