Press ReleaseWithout previous financial guidance, it can be difficult to know where to start if you are looking to build wealth and secure your financial future.
Neil V. Carbone shared his insight with The Moneyist on MarketWatch on setting a path toward financial stability and long-term growth.
From the article:
Depending on where your assets are invested, your financial adviser — assuming you have one — may even have a non-practicing estate planning attorney in their organization, says Neil V. Carbone, trusts and estates partner at Farrell Fritz PC. “While these in-house attorneys cannot draft documents, they can review assets and any existing documents and suggest a plan to be reviewed, fine-tuned and implemented by your personal attorney. Collaborating in this manner can save you money in billable attorney time.”
Read the article here:
