The foundation of estate planning should include three professionals. Those three professionals include a financial advisor, CPA, and an attorney. These three professionals must be working together to facilitate a plan that matches your wishes. Unfortunately, we often see one out of the three professionals mentioned attempting to drive the planning car without the help of the other two. That is not in the best interest of a client. A well designed plan almost always involved all three. Scripture tells us to use many advisors:
Proverbs 15:22 22Plans fail for lack of counsel, but with many advisers they succeed.
For those that are involved with a CPA, advisor, or attorney who strongly objects to advice of seeking additional opinions, I would avoid such a person. Every house being build has a person who specializes in foundations, framing, electrical, plumbing, etc. A financial plan is no different. As a good steward, we are to seek obedience first. If any of the three attempt to guide you to secular ways, it might be best to replace that professional with one who will assist you in building your plan based on your values, beliefs, obedient stewardship.
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