15 Expert Lessons for Retirement Planning by Moshe A. Milevsky

By Moshe A. Milevsky

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If you know a lawyer who you like and trust, ask whom she would recommend. Doctors and other professionals may be able to offer recommendations. So might your tax pro or financial planner. An estate-planning attorney’s background, education, and experience are all important. But, so too, is your rapport with your attorney. Before you sign up, take some time to chat about your various estate-planning concerns. Does the attorney answer your questions in a way you can understand? If you need clarification, does she provide it?

Create Your Own Pension Plan for a Secure Financial Future (ISBN: 978-0-13-712737-5). Vice President, Publisher: Tim Moore Associate Publisher and Director of Marketing: Amy Neidlinger � 2011 by Pearson Education, Inc. Publishing as FTPress Delivers Upper Saddle River, New Jersey 07458 This item is sold with the understanding that neither the author nor the publisher is engaged in rendering legal, accounting, or other professional services or advice by publishing this item. Each individual situation is unique.

If you want a CPA with financial planning expertise, look for one who has a PFS credential. org. As with financial planners, you’ll want to find a tax pro who has other clients like you—with similar incomes and tax situations. You should ask not only how much the pro charges but also how they charge. ) There’s another issue you need to assess, and for lack of a better term I call it audit compatibility. There are plenty of gray areas in tax law—and sometimes not much enforcement. Some tax pros pride themselves on saving their clients as much money as possible, even if it means taking aggressive stances that might not survive an audit.

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