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Squam Lakes Financial Advisors
31 Coxboro Road
Holderness NH 03245
Mailing Address
PO Box 730
Holderness NH 03245
The AEP® designation is conferred upon those individuals who meet its stringent admission standards which include, among other things, significant prior experience in estate planning activities and material formal education in the subject matter.
In working with a fee-only advisor, the client is assured that their needs come first.
The takeaway here should be the value of using a Credit Shelter Trust as a tool in our planning. Does it play into every estate plan? Of course not. Should it be a consideration? Absolutely. As planners, we need to understand when and where it “may be” appropriate.