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I am wondering who I would reach out to for estate planning advice. I have a family member on permanent disability (independent living) and wish to arrange a trust upon my death that would not interfere with his monthly support ceiling of one thousand dollars a month (the current income is approximately one thousand four hundred).

Would this be a financial advisor question or an estate planner question? 

—Libbie

Lawyer, financial planner, estate planner? Who’s best for estate planning, income tax, investments and more?

One of the biggest challenges with getting advice on money is there are often many different facets to consider. In this case, Libbie, there are estate planning, income tax and investment considerations, amongst others. 

You would normally speak to a lawyer about estate planning, an accountant about income tax, and an investment advisor about investing. A professional financial planner may be able to help develop an estate plan that includes establishing a trust or preparing a will with a lawyer and offer advice in all of these areas…

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