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Bill Kelso Shares Estate Planning Tips with Sedona Red Rock News

| March 25, 2019
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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.

Read the full post here.

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