Helping Clients Organize for Their Afterlife

Financial Planning | Lorraine Ell February 01, 2018

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:

READ ORIGINAL PUBLICATION HERE

About the Author

Lorraine Ell

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.

bettermoneydecisions.com

Financial Planning

About the Author

Lorraine Ell

CEO and Senior Financial Advisor

Want to be sure you’re avoiding common pitfalls?

Start Making Better Financial Decisions Today

Sign up for FREE and get these reports sent to your inbox:

Financial Planning

Helping Clients Organize for Their Afterlife

About the Author

Lorraine Ell

CEO and Senior Financial Advisor

Want to be sure you’re avoiding common pitfalls?

Related Posts

Is Now the Time to Sell Your Rental Property?

Lea Ann Knight | Posted Sep 8

Does a Roth Conversion Make Sense For You?

Susan Koe | Posted Sep 2

Rebalancing Your Portfolio – with Carol Bell & Susan Koe

Better Money Decisions | Posted Jul 7