Net Worth offers new estate plans and financial planning services with will writing advice
In providing clients with an estate plan or financial planning services, Net Worth Advisory Groups works with attorneys to provide client with advice

Salt Lake City, UT
Net Worth Advisory Group provides individuals with financial planning services, such as an estate plan, that protects clients' assets in both retirement and once those assets are divided amongst beneficiaries. In their unique, comprehensive consultations, Net Worth Advisory Group provides advice on will writing to minimize losses to the overall value of a family estate.
While many individuals may assume that will writing is a process that only involves an attorney, a quality financial advisor, such as those at Net Worth Advisory Group, will work alongside client's attorneys or recommend attorneys to ensure the will protects financial assets. A financial advisor can provide resources that work to guarantee the will writing process is aligned with financial planning goals or an existing estate plan.
Will writing is a necessary step in financial planning that will effectively and safely protect family assets after an individual has passed away. Making sure the will writing process is legal and does not contain loopholes helps to ensure a clients' estate plan goals are met and that their financial planning is not lost after death.
Net Worth Advisory Group offers estate plans that are customized to meet the needs of each client and adapt to changes in clients' individual situations. Financial advisors will work on behalf of the client with experience attorneys to structure legal documents such as power of attorneys or wills so they are aligned with goals established through financial planning and other goals of the client. Such will writing provides clients with additional means than a strategic estate plan to reduce taxes, preserve wealth and minimize the cost of estate distribution for family members or beneficiaries.
Net Worth Advisory Group works with clients' personal attorneys to review wills and can also help clients obtain a knowledge attorney to ensure that their wills, trusts, and other legal documents protect estate plans and clients' assets.
To learn more about Net Worth Advisory Group or to learn more about developing an estate plan visit their website at www.networthadvice.com. To schedule a consultation about financial planning, fill out the form available at http://networthadvice.com/financial-advisor-3-consultation/ or call 1-801-566-6639.
Net Worth Advisory Group can also be visited in person at 9980 South 300 West, Suite 110 Sandy, Utah 84070.
###
Tag Words:
estate plans, will writing
Categories: Finance