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This estate settlement stuff is really complicated. How do I find someone to help me?

This estate settlement stuff is really complicated. How do I find someone to help me?

  • May 19, 2014

Attorneys who specialize in estate planning and trust administration often joke that "there are no small mistakes, only huge ones."  Seemingly minor decisions can have immense repercussions.  Your attorney must understand the tax, probate, trust, IRA, and property laws, know the numerous election and filing deadlines, and have the practical experience to help guide your family through the process.  Because this is such a complex and varied area of law, we recommend that you hire an estate planning specialist- preferably one who teaches this subject matter to other financial professionals- rather than a general practitioner.  You shouldn't risk a loved one's life savings with an advisor who has to guess.