Mike Piershale


Mike Piershale, M.Ed.,ChFC®, is the president of Piershale Financial Group in Crystal Lake, IL and has extensive knowledge in key areas of financial planning such as retirement, estate and tax planning, portfolio management, and insurance needs. For more information go to www.piershalefinancial.com <http://www.piershalefinancial.com> or call 815-455-6453.

The Financial Planner’s Role in Estate Planning 4
After practicing financial planning for almost 25 years, I’ve learned that having estate- planning documents doesn’t always mean the estate planning goals are being accomplished. Usually, this is a result of not clarifying objectives before legal documents are drafted. To implement solid plans on behalf of your client, here are five issues to keep in mind.
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