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2. How to find a financial advisor near you - AOL

   www.aol.com/finance/financial-advisor-near...

   Firms on Harness Wealth typically charge a 1 percent investment management fee for the first $1 million in assets under management. À la carte financial services such as estate planning creation ...

3. I’m a Financial Planner: 5 Funeral Costs You Should ... - AOL

   www.aol.com/finance/m-financial-planner-5...

   “Legal fees for wills, trusts and other documentation related to your estate planning can also be a hidden expense, averaging between $500 and $2,000,” Jameson explained. “This ensures your ...

4. I’m an Estate Planner: Here Is What Life Insurance Is ... - AOL

   www.aol.com/m-estate-planner-life-insurance...

   Life insurance is an important part of financial planning. While individuals may feel like they don't need it, it provides protection for loved ones if the policyholder dies. Discover: 5 Ways ...

5. Estate planning - Wikipedia

   en.wikipedia.org/wiki/Estate_planning

   Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .

6. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family ...

7. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or