How can clients pass more wealth to heirs? Two of our partners explain why they think it’s wise to let financial advisors coordinate estate planning.
Shane Adrian was recognized in 2026 as a Forbes Best-in-State Wealth Advisor (Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com).
Inside &Partners’ approach to estate planning
