Finding a Good Estate Planning Lawyer or Financial Advisor

Posted on October 2, 2017 by Circle of Life Cremation and Burial Centre under Uncategorized
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When life gets difficult, sometimes having a good plan in place brings a little less anxiety and worry. This advice rings true when deciding if you need an estate planning lawyer or financial advisor. Having your affairs in order not only eliminates stress for family and friends, but it can also help avoid excessive taxation and other expenses.

Estate Planning Lawyer or Financial Advisor?

Estate planning lawyers assist with planning the financial future for clients and their loved ones. Besides suggesting legal strategies to avoid excessive taxation, they can help ensure a smooth transfer of assets from a client to his/her heir(s). They can assist with setting up wills and trusts, as well as ensure the proper paperwork is drafted and filed correctly.

Like estate planning lawyers, financial advisors also help you plan how to deal with your assets now, as well as in the future after you’ve died. In addition, they provide knowledge about how to save and invest your money to help you achieve your financial goals.

Choosing the Best Professional for Your Needs

Whether it be an estate planning lawyer, financial advisor, or both, here’s what to look for when choosing a professional to deal with your needs:

  1. Choose Someone You’re Comfortable With: Because you’re sharing intimate details, you want to be certain that you will be comfortable doing so with the professional you choose.
  2. Ask About their Credentials: Be sure to ask about what governing bodies they are certified with to see how credible they are. Google them and ensure the information you were provided is correct.
  3. Consider the Fees Involved: Not all estate planning lawyers and financial advisors have the same rates! Be sure to clarify these financial details and learn about your professional’s pay structure (commission-based, hourly, project rate, etc.).
  4. Ask for Referrals: See if you can get a referral from friends and family. You want to find someone who has a record of success advising clients who are in a similar life stage to you. Consider asking your estate planning lawyer and/or financial advisor for references of current clients whose goals match your own.
  5. Trust Your Intuition: Choosing an estate planning lawyer and/or financial advisor is a serious decision to make. There are many professionals out there offering similar services, so choose someone who you feel you can trust. Have an “off” feeling about someone you’re considering? Trust your intuition and research another option.

Circle of Life Cremation and Burial Centre Inc. Can Help

With the assistance of both an estate planning lawyer and a financial advisor, clients and their family benefit from peace of mind. In addition to having the assistance of these professionals, pre-arranging your cremation and burial services can also help eliminate stress during life’s difficult times. The professionals at Circle of Life Cremation and Burial Centre Inc. can help you with these plans. Contact us today to learn more about the services we offer.

Circle of Life Cremation and Burial Centre

Circle Of Life Cremation and Burial Centre Inc. was established years ago, and serving families has always been our focus. We take pride in being able to guide families through some of their most difficult days, and maintaining a setting that allows people to find solace. Celebrating life is our mission.

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