Neel Shah | Source | Financial Advisor and Owner at Beacon Wealth Solutions
Neel Shah
Before starting in wealth management, I spent most of my time solely as an estate planning attorney and was called upon by countless financial ‘advisors’ to prepare wills, trusts and estate plans for their clients. Doing so, I was able to have honest conversations with who they trusted for advice. And what did I learn? The individuals in the families who entrusted these ‘advisors’ were working under the assumption that the advisor was acting solely in their best interests. What they expected was fantastic communication, relevant advice, and quality implementation. They want a relationship of trust, sincerity, and honesty. A relationship where the advisor puts us first.
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There’s no rule that requires you to have an attorney to set up a trust. However, how do you know when you’re doing it wrong? You generally only find out if there’s a mistake or an error when it’s too late. If you’re confident you have the legal expertise, by all means, you can create a trust on your own.
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Trust Funds: They're Not Just For The Wealthy
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. But trust funds aren’t just for the rich. A trust fund is an estate planning tool that anyone can use to ensure their assets are passed down as they wish, to friends,
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Beacon Wealth Solutions
Financial Advisor and Owner