CEO and Senior Financial Advisor Lorraine Ell discusses the various considerations financial advisors need to keep in mind when conducting estate planning on behalf of clients. Advisors must be conscientious of planning for a smooth transition for clients and their heirs. Check out Lorraine’s tips in this Financial Advisor IQ article:
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About the Author
CEO and Senior Financial Advisor
As the CEO and co-owner of Better Money Decisions (B$D) Lorraine is excited to help others solve challenging financial problems. For those experiencing dramatic change such as divorce, retirement, or the loss of a loved one she is a dedicated advisor and acts as equal parts investment manager, financial planner, coach, and personal guide. It’s her mission to help families lead their best financial lives.
Author of the book, Bozos, Monsters and Whiz-bangs: Bad advice From Financial Advisors and How to Avoid it!, Lorraine is also frequently quoted in MarketWatch, Investment News, Investor’s Business Daily, Yahoo Finance, and The Wall Street Journal.