All the pieces of wealth management (financial planning, taxes, investments, and estate planning) are integrated and should be viewed as one relationship rather than separately. Too often, families view them in silos without coordination. Learn the steps you can take to integrate them and other personal-finance areas that can increase the efficiency and effectiveness of your assets and your plans to achieve the goals you define.

Moderator: Tom Bentley started his career in a national CPA firm preparing taxes and audits for closely held businesses. He's had 25+ years of experience in financial planning and estate management for an independent fee-only wealth manager, Truepoint Wealth Counsel, 513-792-6648.