The Life and Legacy Show

Financial Advisor v. Estate Planner v. Elder Law Attorney - Who does what?

July 09, 2021 Tim Sechler Season 1 Episode 52
The Life and Legacy Show
Financial Advisor v. Estate Planner v. Elder Law Attorney - Who does what?
Show Notes

Most retirees know they need to do "some planning".   But what does that mean?  Does it mean retirement planning?  Does it mean leaving a legacy to the kids?  Does it mean protecting assets from long term care?  

A good plan incorporates all three of these ideas.  So who do you turn to?  

In this episode, Certified Elder Law Attorney Tim Sechler discusses the different roles of financial advisors and lawyers.  He also breaks down the difference between effective traditional estate planning and elder law.  

A great listen for anyone who knows they need to do "some planning".