Financial planning before and after a death are equally as important. Before the death, a financial plan can become a blueprint to everything in the estate as well as the intentions of the estate plan. Financial plans involve five areas: tax planning, insurance planning, investment planning, retirement planning, and estate planning. A comprehensive financial plan brings peace of mind and confidence to the family.
After a death, it is important to contact a financial planner, also called a financial advisor, immediately so that she or he can assist you in all matters concerning the finances of the deceased. They will assist in protecting estate assets. The planner/advisor can also assist you in managing the numerous responsibilities that are involved in settling a typical estate.
This site lists providers to help with estate planning and administration. Included are:
- general listings: names, addresses and phone numbers
- featured advertisers and referrals
- featured advertisers and referrals that have passed our 15-point checklist (learn more)
Begin by entering the zip code for the desired location of a Financial Planner/Advisor.