Advice about how to pick a team of professional financial advisors

I ran across an article at New Jersey online last week with advice about how to pick a team of professional financial advisors. I was pleased to see the writer included estate planning attorneys as part of your essential advisory team! I also thought some of their tips for choosing an attorney were worth passing along:

  • Think about your needs and then find an attorney who specializes in meeting them. For example, if you have elder-care issues, or tax concerns, find an attorney who is experienced at resolving issues similar to yours.
  • Visit the websites of some of the professional organizations. You’ll find they usually have membership directories to help you start your search. I can recommend the National Academy of Elder Law Attorneys (NAELA). Also, look for membership in your state and county bar associations.
  • Professional referrals – reputation is important, so ask other, allied professionals for their recommendations.
Tags: , , , , ,
Posted on: No Comments

Leave a Reply

Close
loading...