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Taking a Financial Inventory

Twelve Months of Financial Milestones

Working with Financial and Legal Advisors

What Kind of Advisor Do I Need?

How Do I Find the Right Financial Advisor?

Get Names

Do Your Homework

Interview Prospective Lawyers

Choose Your Lawyer

Settling the Estate

Taking Control of Your Financial Future

Glossary of Financial Terms

Resources

WORKING WITH FINANCIAL AND LEGAL ADVISORS
How Do I Find the Right Legal Advisor?

Most lawyers specialize in one area of the law, such as employment, taxes, or trusts and estates (sometimes called “personal planning”). Depending on where you live, you are likely to have many lawyers to choose from in each specialty.