346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together

For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between your estate planning attorney, CPA, and financial advisor matters. In this episode of the A Wiser Retirement® Podcast , Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® sits down with Estate…