re: Financial advisors?

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I am confused as to how anyone could possibly develop a comprehensive financial plan without considering income and gift and estate taxes. Since those tax issues are an integral part of the plan how can you exclude the CPA from the process? Or do you feel you are competent enough in tax matters to deal with those issues?

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The odd thing is that alot of FA's don't really want to include the CPA or attorney because they might shitcan their chance to sell some insurance. 9 out of 10 times the comprehensive plan will say they need more insurance and that the client should establish an ILIT. However, the CPA often times will suggest using other methods such as FLP's as well as other things.