Pinnacle Financial Advisors Financial Planner Bill Kelso highlighted key considerations for estate planning in an article for Sedona Red Rock News.
While many people think estate planning entails writing a will, the process encompasses far more than that. Bill shared three key questions people should ask before starting an estate plan, and explained how a financial planner can help with pinpointing your ideal legacy, prioritizing, and itemizing assets.
Bill authors Pinnacle’s Financial View, a blog on the Sedona Red Rock News website that educates the local community about numerous aspects of financial planning and wealth management, including the benefits of working with a financial planner, how to maximize tax efficiency, and more. Bill specializes in tax and retirement planning and esoteric income portfolio strategies, guiding clients at Pinnacle’s Sedona office.