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How does a financial consultant help in estate planning?

Curious about financial consultancy

How does a financial consultant help in estate planning?

A financial consultant can help in estate planning by providing guidance on how to distribute one's assets after death. They can work with an estate planning attorney to help create a will or trust that outlines the desired distribution of assets. They can also advise on strategies to minimize estate taxes and protect assets for future generations. Additionally, financial consultants can help individuals select appropriate life insurance policies and set up trusts to ensure that their beneficiaries are taken care of after their passing.

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