I have heard the above statement often. Why would a person need an attorney? There are so many nice bankers, insurance salesmen, accountants and “certified financial planners” who do estate planning. But, Estate Planning Attorneys are much different than these wonderful and nice people. First, the attorney’s judgment and analysis are independent of any desire for a commission on a product they are selling. Second, all of the above individuals can be compelled to testify against their customers in court. An attorney has the age old attorney- client privilege where he or she does not divulge your information. Finally, attorneys have malpractice insurance to guard against missteps.
In conclusion, consider an attorney’s advice first, as it is their duty really to act in your BEST interest!
Dustin M. Hughes, Esq.