Teamwork.......Do you have a team working for you?

The Butler University Men’s basketball team just showed the entire country what teamwork can do . . . and how far it will get you . . . now put that lesson to work in your own life . . .

You have a financial advisor . . . you have a tax preparer or CPA . . . you have an Estate Planning attorney . . . but, do they work together?

Having a team of professionals working for you is a vital element of estate planning.

1. Your financial advisor is setting up a plan for your retirement, or you’re already implementing that plan;
2. Your CPA or tax consultant is helping you get all the best tax advantages; and
3. Your Estate Planning attorney is creating the documents necessary to ensure the best protection for you and your loved ones.

But, if these three professionals are not communicating with each other, your plan has no chance of success! What you really need is a comprehensive plan that covers all the bases. Think about how productive a meeting would be if you had all of your advisors in one room at the same time . . . working out all the issues that impact you and your family . . . and developing solutions that WORK!

The team approach is one of the most important elements to estate planning. If you create a Trust, and your financial advisor doesn’t know about it, how can they possibly be effective? What if you’re trying to protect your assets and your CPA has no idea what the attorney has put in place?

If your advisors are not working as a team, start asking questions . . . after all, it’s really about you and your family and getting the best possible results from the planning you do. They’re all working for you, so get them working together!

The estate planning team at Hunter Law Office is ready, willing and able to work with an ever-expanding network of financial and tax professionals . . . get everyone in one room and increase the brain-power exponentially!


Hunter Law Office, PC helps families protect their assets against loss from the unforeseen (and foreseen) events in life that inevitably take us off course. We are unique in that our practice is focused on each individual client . . . we design a plan around you and your family . . . because that’s what Estate Planning is supposed to be!