Estate Planner

Estate Planner, a professional that creates an estate plan. This professional works with an estate owner to maximize their goals. This is a legal and tax specialty for an attorney or an accountant. Further, the key to estate planning is to help the family to avoid federal estate taxes and have adequate assets after the death of a loved one to continue a business, send children to college, and pay major expenses such as a mortgage.

Professional Credentials

Many advisors, lawyers, and CPAs also earn advanced credentials such as the CTEP Chartered Trust and Estate Planner designation from organizations such as the American Academy of Financial Management or the STEP Society of Trust and Estate Planning Professionals.