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Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

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Chapter 10. Understanding What You Need

Like doctors, there are a lot of different types of financial advisors out there. Typical areas of expertise and the planning that can be incorporated, depending on your situation, include

Tax Planning: Analysis of the existing tax situation, proper preparation of tax documents, and implementation of income tax liability reduction techniques leading to increased cash flow. Tax laws change nearly every year; thus, planning should be reviewed regularly.

Estate Planning: Preparation for the preservation and efficient transfer of assets to the next generation and/or beneficial entities, including charitable. Estate settlement can be quite expensive when no plan is in place because of the expenses of probate ...

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