As an Estate Planning Attorney with over 30 years of experience, I can tell you, all lawyers and financial advisors are not created equal. Trusting your legacy to people who are not specialists in the field, such as, real estate, business law, divorce law and legal generalists, or answering questions online and having an internet firm send you back a generic financial or estate plan, are sure fire ways to have them declared invalid; ending up with an estate plan that didn’t work.
Lawyers speak legalese, financial advisors speak financialese. They speak too fast, don’t ask the right questions, don’t provide you with the information you need to know to make an informed decision. Learn how to select the right advisor for you and your family.
Before you meet with your attorney or financial advisor, arm yourself with knowledge so you know in advance what to expect, what questions to ask and how you want your plan to look. Hope is not a plan. Get the best outcomes for you and your loved ones.
I don’t want to be your lawyer or your financial advisor,
I want to be your coach.
I want you to be the smartest person in the room when seeking the services of an estate planning attorney or financial advisor.