Anonymous
Post 03/11/2026 09:44     Subject: Does your financial advisor's services including estate planning + taxes?

No — they are different skill sets.

IME what happens is financial planners who overcharge justify it by offering other services when people would be better off just paying other specialists by the hour for those services.
Anonymous
Post 03/11/2026 09:43     Subject: Does your financial advisor's services including estate planning + taxes?

When we had a FA, no. They provided list of recommended tax accountants and we used that.

Now we no longer use FA, we DIY, but we still use the recommended tax accountant.
Anonymous
Post 03/11/2026 09:40     Subject: Does your financial advisor's services including estate planning + taxes?

if they are charging a competitive fee for those services and not overcharging, then absolutely that is critical to me
Anonymous
Post 03/11/2026 09:17     Subject: Does your financial advisor's services including estate planning + taxes?

Is it important to you that your financial advisor have in-house estate and tax services?