The term professional is a non-descript adjective that is too generic to qualify as a potential advocate for the disposition of your assets, health directives, and child guardianship. Even some attorneys, who have general practices, may not qualify as an estate planner. Vetting an attorney is more than stalking their LinkedIn bio, checking out the local community’s business accreditation and confirming good standing with the Bar. You need third party references from friends and business associates that have a track record of dependable recommendations to add to your online search. Choosing an attorney is selecting the financial steward of the family, a most trusted member of the family. In the Godfather, Tom Hagen is the “consigliere”, an adopted son with the Corleone family. He is the family counselor and confidant. His fiduciary responsibility can’t be underscored enough. He is deeply knowledgeable about personal family matters. He represents the family in the public domain both in legal matters and sometimes-financial matters as well. In today’s world the estate attorney may be evolving into this old world idea of family fiduciary, the quarterback of the family’s team. He has subordinate team members such as financial advisers, insurance professionals, real estate brokers, bank   Read more…