Various professionals can assist you with the development of a proper estate plan but far too many people make mistakes when selecting or working with a financial advisor, that could compromise the results they achieve. 
The two biggest mistakes you can make when it comes to hiring and working with a financial advisor have to do with listening to everything the advisor says and not listening to anything the advisor says.
A happy medium is the perfect place to be for someone who is thinking about incorporating a financial advisor into their overall estate plan. You should never enter into an important relationship, such as the one you wish to establish with a financial advisor, if you don’t have a high level of trust. If you believe that for any reason, your advisor might not have your best interests in mind, don’t stick with them any further. However, even if you have found someone trustworthy, this is not permission to give up and allow the advisor to run rough shot over all of your planning.
Instead, you need to have the support of the advisor to help you come to valuable considerations and conclusions on your own. Trusting your advisor to help guide you in the right direction is very powerful and can help to minimize the challenges you experience down the road. Your financial advisor, along with the work of an experienced estate planning professional, can help you with every aspect of looking forward to the future.
