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After an estate is settled, you will need to determine how to handle the funds that have been generated by the estate or that have been bequeathed to you. There may be sizeable tax implications, so it makes sense to seek the advice of a financial advisor who knows the ins and outs of estate management. A financial advisor can also assist you on where to invest, how much to save, preparing for retirement, planning for college expenses, and buying a home.
Like any profession, there are good and bad financial advisors, so you need to do some homework. Interviewing several prospects will help you choose the financial advisor that is best suited to your situation. You may want to ask the following questions:
- What experience do you have?
- What are your qualifications?
- What services do you offer?
- What is your approach to personal financial planning?
- Will you be the only person working with me?
- How will I pay for your services?
- How much do you typically charge?
- Could anyone besides me benefit from your recommendation?
- Have you ever been publicly disciplined for any unlawful or unethical actions in your professional career?
- Can I have a written agreement it in writing?
A successful client/financial advisor relationship is one of mutual trust and respect, so it is crucial that you develop a rapport if you are going to work together long term.