Answer: The best way to find advisers such as an estate planning attorney and a financial planner is to ask friends and family that you trust AND who are financially similarly situated.

Remember, your parents will need advisers in the state where they reside. If friends or family are unable to recommend an attorney and a financial planner, another source for leads and information is the internet. You should look at websites created by firms that practice in these areas of law. Look for videos, reports, testimonials or other inclinations of client satisfaction and experience. Third party ratings by avvo.com are also useful.

Please contact the office at 610-933-8069 to schedule an elder law consultation.

 

David M. Frees, III
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Attorney, Speaker and Author