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Attorneys play a critical role in the financialplanning process, particularly in estateplanning. They can draft wills, trusts and legal documents as well as represent clients during life transitions. . In financial services, you might encounter an LLM in tax or estateplanning. .
The per-hour fee structure is often used by financial advisors offering advice on estateplanning; debt management; tax strategies; and Social Security claiming strategies. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.
Some tax advisors specialize in tax planning, while others may concentrate on auditing, financialconsulting, or simply annual tax filing. Tax Attorney: Tax attorneys specialize in legal tax issues, including court representation, estateplanning, business entity setup, and international tax law.
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