Attorney vs. Financial Advisor: Who Handles Your Estate Plan Best?
Estate planning blends both legal and financial strategy — and knowing who to turn to can make all the difference.
This recent feature explores the unique yet complementary roles of estate planning attorneys and financial advisors — from drafting trusts and wills to structuring wealth and minimizing taxes.
Your Home Legal’s very own Rebecca Secord, Esq. shares her insights on why only licensed attorneys can provide legal advice, draft estate documents, and ensure your plan aligns with both your goals and the law.
