346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together
About this episode
This episode discusses the importance of coordination between estate planning attorneys, CPAs, and financial advisors for effective estate planning.
For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between your estate planning attorney, CPA, and financial advisor matters. In this episode of the A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® sits down with Estate Planning Attorney Arun Gupta of AG Law, and Jordan Gary, CPA of Jones & Kolb to talk about why...
People in this episode
Host: Shawna Theriault
Guests: Arun Gupta, Jordan Gary
Topics covered
- estate planning
- financial coordination
- tax strategy
- legal documents
- beneficiary designations
Mentioned in this episode
Organizations: AG Law, Jones & Kolb
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