How To Find A Good Estate Planner

We understand that death is a complex topic to think about and talk about. No one wants to face their mortality, but estate planning is an important step everyone should take, regardless of age or health. By putting your affairs in order, you can ensure that your family is taken care of in the event of your death.

In the same way, imagine how difficult it would be for your loved ones to decide about your medical care or finances if you were suddenly incapacitated. By creating an estate plan, you can ensure that your wishes are carried out and that your loved ones are taken care of in the event of incapacity.

Estate planning is not just for the wealthy. Everyone has an estate, regardless of the value. An estate is simply everything you own—your home, savings, life insurance policy, and more. If you have any assets, it's vital to have an estate plan in place. So, please continue reading to learn more about estate planning and how to find a good financial advisor.

What Is Estate Planning?

Estate planning is organizing your affairs so that your family can access your assets upon death or in the event of incapacity. An estate plan can be as simple as having a will in place or more complex, depending on your needs.

How To Choose An Estate Planner

When choosing an estate planner, it is crucial to find someone qualified and experienced. Here are some necessary qualifications to look for: 

• 
  Estate planning experience: You want to ensure that your attorney has experience in estate planning. You can see this by the years it has been practicing and the number of estate plans they have created.
• A Certified Financial Planner (CFP) designation: While not required, this designation indicates that the financial planner has the necessary skills and knowledge to help you with your estate planning.
• Support Staff: A good estate planning team will have a support staff, such as paralegals and administrative assistants, to help create your estate plan.

Womack Advisers Will Make Sure Your Will Is Respected

Womack Investment Advisers is a firm of highly qualified and experienced financial advisors. Our firm has been helping clients over the years. We have the experience and knowledge necessary to ensure that your wishes are carried out according to your will. Additionally, our team of financial advisors is qualified to help you with many other services, like portfolio and wealth management. 

At Womack Investment Advisers, we understand that estate planning is a complicated and sensitive topic. However, we believe it's an important step everyone should take, so we'll work by your side as your friend. You can be sure that your best interests are always our top priority.

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