Mistake Number Six: Failure To Coordinate with Professional Advisors And To Get The Best Fee Agreements

The sixth mistake is failing to cooridanate with your professional advisors and also failing to get the best fee agreements. Whether it is preparing inheritance tax returns and or federal and state income tax returns you will need a professional. If you are using an accountant and an attorney you need to make sure they are coordinating their efforts. Let everyone know who all is on you Estate team. If everyone knows who is doing what your bases are covered. Also when shopping around for the best fee deals make sure you are asking the right questions. Find out what you need and what they will do and how much that costs. If  you just ask how much they charge hourly you may not know what  all that entails.

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David M. Frees III Esq.

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David M. Frees, III
Attorney, Speaker and Author
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