Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

The Benefits of having your Estate Planner and Financial Advisor as one

February 27, 2023

Estate planning and financial advising are two critical aspects of managing your finances and preparing for the future. While they may seem like two separate areas of focus, having an estate planner and financial advisor in one person can provide significant benefits.

Firstly, an estate planner and financial advisor can work together to create a comprehensive financial plan that covers both your immediate financial needs and long-term goals. An estate planner can help you create a plan for your assets, including wills and trusts, while a financial advisor can help you build and manage a diversified investment portfolio that aligns with your overall financial objectives. Having both of these important roles handled by one professional can make things easier for you to manage.

Secondly, by having one professional manage both aspects, there is a better chance of consistency and coordination in the financial plan. This can help to avoid gaps or conflicts in your plan and ensures that all areas of your finances are working together towards the same goals.

Finally, having an estate planner and financial advisor in one can also provide you with peace of mind. Knowing that your finances and estate plan are managed by one person who has a holistic understanding of your needs and goals can give you confidence and reassurance that you are making the best decisions for your financial future.

Overall, having an estate planner and financial advisor in one can be a powerful combination for anyone seeking to maximize their financial potential and secure their future. By having one team working together, they can help you create a comprehensive financial plan that covers all areas of your finances and aligns with your overall goals.

If you are interested in having Shah Total Planning as your Estate Planner and Financial Advisors, please reach out to us. We’d be happy to help.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more