Estate Planner
Who is an Estate Planner?
One interesting thing about estate planning is that it is really not an occupation, such as, say, a lawyer is.
An Estate Planner could be your lawyer. He or she could be your Tax Accountant. He or she could be your financial planner or your Realtor could get involved in some Estate Planning activities.
The fact is, your estate planner will be the person you trust the most to coordinate your retirement planning and work with the rest of the team to have a clear estate planning strategy in place to help you minimize your taxes and maximize your ability to live well and pass on wealth to those you choose when the time is right.
Some people actually do call themselves Estate Planners. They are usually finacial advisors that focus on retirement issues and clientele that are interested in estate planning.
You should choose someone that has estate planning experience in your state. An Estate Planner Ohio is going to need to know different things from an Estate Planner Florida.
The reason for this is that state laws and state taxes can effect your wealth just like federal taxes can.
Sometimes you can find estate planners that practice in multiple states, such as Ohio and Florida, which could help someone with real estate in both places and splitting time between both places.
Talk to several people before deciding on the estate planner you are going to work with.
