What is estate planning?
Estate planning is the process of arranging who will receive your assets when you die.
11 min read
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Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
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No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Featured advisors
1 agents found - Take our quiz to see our full list of certified advisors in your area.
Mike Giefer, CFP®, JD
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
$175B
Experience
5 years
Pricing
AUM
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