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 Planning Attorney Arun Gupta of AG Law, and Jordan Gary, CPA of Jones & Kolb to talk about why estate planning isn't a solo effort, and what happens when your professional team actually works together.

Related Podcast Episodes:

Ep 314. The Simple Estate Planning Error That Could Hurt Your Family

Ep 329. Digital Estate Planning: What Happens to Your Online Life?

Related Financial Education Videos:

Using an Online Estate Planning Service vs Using a Local Attorney

Prevent Family Conflict with Legacy Planning

Other Links:

AG Law

Jones and Kolb

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