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Business Law, Estate Planning

The Interaction with Financial Advisors in the Law

September 06, 2022 by Clay Williams

For most of the files that come into FH&P Lawyers, our team works with other professional services. Whether that is an accountant, realtor, or other lawyers, it usually is a joint effort to give our clients the best possible outcome and service.

Another professional service that is often involved is a financial planner who can help with estate planning matters. This week Clay Williams hosts the podcast alone but welcomes Rocky Taetz, a financial advisor at De Thomas Wealth Management. They have a Western Canada office in Kelowna and Rocky assists clients in tax and estate planning, along with retirement, and education planning.

Clay and Rocky discuss how lawyers and financial planners interact on behalf of a client.