Estate Planning: Wills, Trusts & Long-Term Care | Why clients leave Financial Advisors | Unnecessary Fees | Certified Financial Planner vs. Fee-Only Advisors
- Author
- Greg Aler
- Published
- Sat 05 Mar 2022
- Episode Link
- https://omny.fm/shows/expedition-retirement-by-golden-reserve/estate-planning-wills-trusts-long-term-care-why-cl
Certified Elder Law Attorney Tim Stallings talks about wills, trusts and long-term care costs. Greg piles onto the things that frustrate clients most about financial advisors. We break down the unnecessary percentage and other fees retirees are being charged. Is being a fiduciary important or irrelevant? What about being a CFP or Fee-Only Advisor? Is it a good thing or a big scam?
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