Category: Financial Planning
Tags: Estate Planning

Make Sure Your “Estate Planner” is Trustworthy

Posted on: August 23rd, 2007
I’m still in catch up mode from being out a week in early August, which is the reason for my paltry postings of late, but this article on the Chicago Tribune website caught my eye. It describes the financial dangers seniors face by the hands of unscrupulous investment advisers, some of whom who call themselves "estate planners," and others out to defraud the elderly.
Estate planning attorneys can provide a good resource for seniors who are tempted by investment schemes, etc.  We can provide objective advice and help investigate the reasonableness of the claims made by those promoting the investment.  Attorneys with investment training and credentials can be particularly helpful in this regard.
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