I'm looking to choose an estate planner. What should I consider?
When choosing an estate planner, consider their qualifications, experience, and whether they specialize in your needs.
What qualifications should I look for in an estate planner?
Look for credentials like a law degree, certification in estate planning, and membership in professional organizations.
How do I know if they have good experience?
Check their client reviews, ask for references, and inquire about their years of practice in estate planning.
Are there any red flags I should watch out for?
Yes, be cautious of planners who pressure you into decisions, lack transparency in fees, or have poor communication.
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