• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and staff profile
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Farm or Family Business Planning
    • Incapacity Planning Services
    • Legacy Planning Services
    • Pet Planning Services
    • Retirement Planning
    • SECURE Act
    • Trust Administration and Probate
  • Resources
    • Client Resources
      • BLOG
      • DocuBank
      • Estate Planning Articles
      • Is Your Estate Plan Outdated?
      • Newsletters
    • Community Resources
    • Elder Law Reports
    • Frequently asked questions
      • Estate Planning FAQ’s
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning Frequently Asked Questions
      • Trust Administration & Probate Frequently Asked Questions
    • Professional Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
  • Contact Us
  • BLOG

Pearson Butler Attorneys at Law

South Jordan Utah Estate Planning Attorneys

Connect with us today(801) 988-5877

Estate Planning & Asset-Protection Planning
Home / General Estate Planning / Estate planning and Financial planning are not the same thing

Estate planning and Financial planning are not the same thing

December 27, 2009General Estate Planning

Today is the day after Christmas, 2009. I’m gearing up to try to write something interesting, regularly, about my estate-planning law practice.

As to the above topic, my friends, acquaintances (and clients) sometimes think that estate planning and financial planning are the same thing. They’re not. Here’s a short distinction.

Estate planning is your will or trust (or other entities designed to protect assets from various perils). An attorney usually handles your “estate planning”.

Financial planning deals with selecting investments to accomplish your financial goals. A financial advisor, stock broker, or financial planning helps with your “financial planning.”

  • Author
  • Recent Posts
Randall Holmgren
Randall Holmgren
Randall “Randy” Holmgren’s practice focuses exclusively on estate planning, asset-protection planning, and business succession planning.

Randy has presented hundreds of lectures, seminars and workshops on estate planning, asset protection and business succession.He is a frequent presenter at colleges, universities, conventions, financial institutions and church and social groups.
Randall Holmgren
Latest posts by Randall Holmgren (see all)
  • 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations - June 1, 2018
  • Retirement: It’s not Just About the Money - May 1, 2018
  • Estate-Tax “Portability” — Oasis or Mirage for Larger Estates? - March 19, 2015

Other Articles You May Find Useful

Pearson Butler Attorneys at Law
People Are Asking Me . . .
Pearson Butler Attorneys at Law
Asking Someone to Raise Your Children if you Die
Pearson Butler Attorneys at Law
Don’t Read This If You Don’t Have a Pet
Pearson Butler Attorneys at Law
What is an Executor?
Pearson Butler Attorneys at Law
YOUR LIVING TRUST needs your attention

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

FREE ESTATE PLANNING WORKSHEET

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • Twitter
  • Linkdin
  • Rss

Blog Subscribe

  • This field is for validation purposes and should be left unchanged.

Where We Are

SOUTH JORDAN
1802 South Jordan Parkway
Suite 200,
South Jordan, UT 84095
Phone: 801-988-5877

See Larger Map Get Directions

Office Hours

Monday8:30 AM - 6:00 PM
Tuesday8:30 AM - 6:00 PM
Wednesday8:30 AM - 6:00 PM
Thursday8:30 AM - 6:00 PM
Friday8:30 AM - 6:00 PM

Map

map for Pearson Butler Attorneys at Law office

Footer

  • Firm News
  • Speaker Connection
  • Advantages of Working With Our Firm
  • About The American Academy
  • Disclaimer
  • Privacy Policy
  • Sitemap
  • Contact Us

Connect with Us

  • Facebook
  • Twitter
  • Linkdin
  • Rss
footer-logo

Attorney Advertisement

© 2021 American Academy of Estate Planning Attorneys, Inc.