Statement of Involvement in Estate Planning
As A CFP, I guided my clients to work with their attorneys to create and update their estate plans for the entirety of my career. I set up trust accounts and transferred assets into them, effectively helping to implement the plans. I also processed several estate settlements in accordance with trust instructions.
As a Professional Fiduciary, I still manage trust assets. In addition, I manage the personal aspects of helping my clients live their best lives within their means and in consideration of all needed transitions as they age and become less able.
